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 %
KIA
801
KCM Investment Advisors
California
$7.63M +$200K +1,947 +3%
WS
802
Wedbush Securities
California
$7.61M +$122K +1,188 +2%
BFM
803
Boston Financial Management
Massachusetts
$7.61M -$45.9K -446 -0.6%
IIC
804
Ironwood Investment Counsel
Arizona
$7.59M +$58K +563 +0.8%
SNB
805
Security National Bank
Nebraska
$7.59M -$86.2K -826 -1%
ATPW
806
Ashton Thomas Private Wealth
Arizona
$7.59M +$237K +2,299 +3%
RPC
807
Rossmore Private Capital
Connecticut
$7.58M +$3.71K +36 +0%
ACA
808
Aptus Capital Advisors
Alabama
$7.58M +$289K +2,805 +4%
SFWA
809
Summit Financial Wealth Advisors
Louisiana
$7.56M -$123K -1,182 -2%
CC
810
Courier Capital
New York
$7.55M -$148K -1,433 -2%
IAM
811
Innovis Asset Management
Illinois
$7.54M +$3.19K +31 +0%
TW
812
TrinityPoint Wealth
Connecticut
$7.54M +$221K +2,148 +3%
XF
813
XML Financial
Maryland
$7.47M +$60.8K +591 +0.8%
BFEC
814
Benjamin F. Edwards & Company
Missouri
$7.44M +$2.32M +22,522 +45%
LW
815
Linscomb Wealth
Texas
$7.41M -$465K -4,516 -6%
ACM
816
Argyle Capital Management
Pennsylvania
$7.39M -$12.4K -120 -0.2%
PCA
817
Private Capital Advisors
Connecticut
$7.34M +$7.34M +71,475 New
MHIC
818
Marble Harbor Investment Counsel
Massachusetts
$7.34M -$61.2K -594 -0.8%
SC
819
Sonen Capital
California
$7.32M
SIM
820
Seaview Investment Managers
Florida
$7.31M +$1.04M +10,084 +17%
SW
821
SlateStone Wealth
Florida
$7.24M +$3.01M +29,210 +71%
PWP
822
Principle Wealth Partners
Connecticut
$7.23M +$132K +1,278 +2%
QPBE
823
Quintet Private Bank (Europe)
Luxembourg
$7.21M -$755K -7,332 -9%
KLWA
824
Kelly Lawrence W & Associates
California
$7.2M -$59.2K -575 -0.8%
BCM
825
BTC Capital Management
Iowa
$7.18M +$99K +962 +1%