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 %
BWL
901
Bogart Wealth LLC
Virginia
$6.07M -$53.5K -520 -0.9%
NW
902
NewEdge Wealth
Pennsylvania
$6.03M +$233K +2,267 +4%
FEG
903
Financial Enhancement Group
Indiana
$6.02M -$33.9K -326 -0.6%
HIP
904
Harrell Investment Partners
Texas
$6.01M +$218K +2,121 +4%
AC
905
Addenda Capital
Quebec, Canada
$6.01M -$4.98K -48 -0.1%
SFA
906
Sequoia Financial Advisors
Ohio
$6M +$128K +1,239 +2%
AAM
907
Azzad Asset Management
Virginia
$5.99M +$400K +3,886 +7%
AWCI
908
Alpine Woods Capital Investors
New York
$5.97M -$486K -4,724 -8%
OCAM
909
Onex Canada Asset Management
Ontario, Canada
$5.95M -$1.09M -10,557 -15%
RFM
910
Royal Fund Management
Florida
$5.94M -$3.29K -32 -0.1%
WANY
911
Wealthspire Advisors (New York)
New York
$5.92M +$1.6M +15,529 +37%
NEAM
912
New England Asset Management
Connecticut
$5.91M -$278K -2,700 -4%
ACM
913
Ashford Capital Management
Delaware
$5.91M -$83.4K -810 -1%
SL
914
Sentry LLC
Tennessee
$5.9M +$248K +2,412 +4%
MKA
915
M. Kulyk & Associates
Georgia
$5.88M +$935K +9,080 +19%
JWCA
916
J.W. Coons Advisors
Ohio
$5.88M -$222K -2,160 -4%
ET
917
Equitable Trust
Tennessee
$5.85M +$12.1K +118 +0.2%
ERIC
918
Eagle Rock Investment Company
Georgia
$5.83M -$231K -2,245 -4%
SFG
919
SevenBridge Financial Group
Pennsylvania
$5.81M +$50.5K +491 +0.9%
BWS
920
Buck Wealth Strategies
Colorado
$5.81M +$550K +5,339 +10%
EH
921
Equitable Holdings
New York
$5.78M +$948K +9,205 +20%
ZIC
922
ZWJ Investment Counsel
Georgia
$5.73M -$3.65M -35,469 -39%
CTA
923
Chesley Taft & Associates
Illinois
$5.72M -$34K -330 -0.6%
MIM
924
Montgomery Investment Management
Maryland
$5.71M -$10.3K -100 -0.2%
PI
925
PGGM Investments
Netherlands
$5.7M -$3.68M -35,711 -39%