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 %
MWM
976
Meridian Wealth Management
Kentucky
$5.11M +$159K +1,541 +3%
NHT
977
New Hampshire Trust
New Hampshire
$5.1M -$33.2K -322 -0.6%
LIA
978
LS Investment Advisors
Michigan
$5.09M -$12.7K -123 -0.2%
TBA
979
Tower Bridge Advisors
Pennsylvania
$5.08M -$128K -1,247 -2%
FFA
980
Fragasso Financial Advisors
Pennsylvania
$5.07M +$396K +3,845 +8%
SCP
981
Shorepoint Capital Partners
Massachusetts
$5.06M -$39.3K -382 -0.8%
PVI
982
Pine Valley Investments
New Jersey
$5.06M +$459K +4,441 +10%
PA
983
Profund Advisors
Maryland
$5.05M -$104K -1,007 -2%
MFG
984
Merit Financial Group
Georgia
$5.04M +$20.5K +199 +0.4%
BCM
985
Brookstone Capital Management
Illinois
$5.04M +$49.3K +491 +1%
S
986
SignatureFD
Georgia
$5.04M +$4.63K +45 +0.1%
MIM
987
Martin Investment Management
Florida
$5.02M -$74.9K -728 -1%
BA
988
Baugh & Associates
Georgia
$5.02M -$22.6K -220 -0.4%
DAS
989
Dynamic Advisor Solutions
Arizona
$5M +$668K +6,493 +15%
HAI
990
Hennessy Advisors Inc
California
$4.99M -$103K -1,000 -2%
GMA
991
Glassy Mountain Advisors
Maryland
$4.99M -$217K -2,113 -4%
EM
992
Excalibur Management
Massachusetts
$4.99M +$78.6K +763 +2%
JHCP
993
Jackson Hole Capital Partners
Oklahoma
$4.97M -$391K -3,794 -7%
HC
994
Hendley & Co
Ohio
$4.97M +$146K +1,418 +3%
BIM
995
Bridgecreek Investment Management
Oklahoma
$4.93M -$109K -1,060 -2%
IWP
996
Icon Wealth Partners
Texas
$4.93M -$344K -3,346 -7%
IAN
997
Integrated Advisors Network
Texas
$4.93M -$304K -2,954 -6%
DIP
998
DT Investment Partners
Pennsylvania
$4.93M +$1.14M +11,028 +30%
VWM
999
Valley Wealth Managers
New Jersey
$4.92M -$120K -1,165 -2%
BMA
1000
Brooks Moore & Associates
Tennessee
$4.92M +$135K +1,312 +3%