3,195 hedge funds and large institutions have $198B invested in Merck in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,288 increasing their positions, 1,403 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,195
Holders Change
-43
Holders Change %
-1.33%
% of All Funds
50.94%
Holding in Top 10
185
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-28.29%
% of All Funds
2.95%
New
146
Increased
1,288
Reduced
1,403
Closed
148
Calls
$1.84B
Puts
$1.44B
Net Calls
+$405M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
751
Violich Capital Management
California
$8.66M -$299K -2,900 -3%
KWM
752
Kingsview Wealth Management
Oregon
$8.64M +$1.22M +11,814 +16%
SS
753
Simplicity Solutions
Minnesota
$8.57M -$8.17M -79,357 -49%
CSIC
754
Clifford Swan Investment Counsel
California
$8.55M -$90.2K -876 -1%
GA
755
GFS Advisors
Texas
$8.55M +$2.55M +24,801 +43%
FCA
756
FLC Capital Advisors
California
$8.53M -$49.7K -483 -0.6%
CAM
757
Carret Asset Management
New York
$8.53M -$46.1K -448 -0.5%
IWC
758
Integrated Wealth Concepts
Massachusetts
$8.5M -$341K -3,309 -4%
AP
759
Archon Partners
New Jersey
$8.49M
LFAS
760
Level Four Advisory Services
Texas
$8.49M -$698K -6,784 -8%
AIA
761
Allied Investment Advisors
Montana
$8.49M +$56.1K +545 +0.7%
AAM
762
Augustine Asset Management
Florida
$8.44M -$169K -1,640 -2%
SAM
763
Shell Asset Management
Netherlands
$8.44M -$125K -1,214 -1%
MC
764
Miramar Capital
Illinois
$8.41M -$320K -3,109 -4%
1IA
765
1834 Investment Advisors
Wisconsin
$8.36M +$838K +8,144 +11%
CCT
766
Chemung Canal Trust
New York
$8.36M +$109K +1,063 +1%
O
767
Ossiam
France
$8.35M -$13.9M -134,833 -62%
VFM
768
Viking Fund Management
North Dakota
$8.34M
BFG
769
Bleakley Financial Group
New Jersey
$8.27M -$8.11M -78,759 -49%
NSEDCP
770
NJ State Employees Deferred Compensation Plan
New Jersey
$8.26M
NMIMC
771
Northwestern Mutual Investment Management Company
Wisconsin
$8.25M +$5.35K +52 +0.1%
FNFDCM
772
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.22M -$1.16M -11,228 -12%
SIG
773
Sky Investment Group
Connecticut
$8.21M -$84.8K -824 -1%
TF
774
Talbot Financial
Washington
$8.2M +$37.2K +361 +0.5%
WAL
775
W Advisors LLC
Tennessee
$8.16M -$109K -1,062 -1%