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 %
MWA
1001
Meridian Wealth Advisors
Texas
$4.91M +$188K +1,823 +4%
PWP
1002
Perfromance Wealth Partners
Illinois
$4.91M +$518K +5,030 +12%
B
1003
Bailard
California
$4.91M +$381K +3,698 +8%
SHFA
1004
SS&H Financial Advisors
Michigan
$4.91M +$4.91M +47,642 New
SSB
1005
Sandy Spring Bank
Maryland
$4.9M -$177K -1,723 -3%
SIM
1006
Studio Investment Management
Illinois
$4.9M -$212K -2,040 -4%
PTC
1007
Philadelphia Trust Company
Pennsylvania
$4.9M +$88K +855 +2%
LCM
1008
Legato Capital Management
California
$4.9M +$82.5K +801 +2%
VC
1009
Vestor Capital
Illinois
$4.89M -$9.4M -91,318 -66%
FM
1010
Foster & Motley
Ohio
$4.88M +$71.8K +697 +1%
EA
1011
Ellsworth Advisors
Ohio
$4.86M +$47.3K +471 +1%
AFG
1012
Albion Financial Group
Utah
$4.86M +$536K +5,205 +12%
AC
1013
Abbrea Capital
California
$4.86M -$1.04K -10 -0%
DFG
1014
Demars Financial Group
Washington
$4.86M -$83.6K -812 -2%
CT
1015
Chicago Trust
Illinois
$4.86M -$13.9K -135 -0.3%
CNBTD
1016
Citizens National Bank Trust Department
Mississippi
$4.85M -$37.6K -365 -0.8%
VAS
1017
Vestmark Advisory Solutions
Massachusetts
$4.84M -$8.06M -78,256 -62%
DA
1018
Duality Advisers
Florida
$4.83M +$4.83M +46,922 New
NFG
1019
Nations Financial Group
Iowa
$4.82M -$2.07M -20,059 -30%
SCP
1020
Sandhill Capital Partners
New York
$4.81M +$63.6K +618 +1%
JFL
1021
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.8M -$302K -2,938 -6%
CCG
1022
Cypress Capital Group
Florida
$4.8M +$221K +2,145 +5%
HCM
1023
Hilton Capital Management
New York
$4.8M -$249K -2,422 -5%
RMAM
1024
Raab & Moskowitz Asset Management
New Jersey
$4.8M +$52.3K +508 +1%
PAI
1025
Pittenger & Anderson Inc
Nebraska
$4.8M -$241K -2,345 -5%