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 %
BCM
1026
Birmingham Capital Management
Alabama
$4.8M +$593K +5,758 +14%
SB
1027
Strategic Blueprint
Georgia
$4.79M +$333K +3,236 +7%
WAP
1028
Wealthcare Advisory Partners
Pennsylvania
$4.78M -$275K -2,669 -5%
PT
1029
Plimoth Trust
Massachusetts
$4.78M +$28.5K +277 +0.6%
SPC
1030
Sigma Planning Corp
Michigan
$4.76M -$488K -4,739 -9%
JWM
1031
Jackson Wealth Management
Florida
$4.76M +$35.1K +341 +0.7%
GIM
1032
Greylin Investment Management
Virginia
$4.72M -$59.2K -575 -1%
RP
1033
Rowlandmiller & Partners
Georgia
$4.72M -$13.8K -134 -0.3%
SVCP
1034
Silicon Valley Capital Partners
California
$4.72M +$1.55M +15,011 +49%
FCMT
1035
Founders Capital Management (Texas)
Texas
$4.71M -$27.9K -271 -0.6%
RWM
1036
Rench Wealth Management
Texas
$4.69M -$36.3K -353 -0.8%
CAM
1037
Cozad Asset Management
Illinois
$4.69M -$55K -534 -1%
PAMG
1038
Patton Albertson Miller Group
Tennessee
$4.66M +$83.2K +808 +2%
BIM
1039
Bridges Investment Management
Nebraska
$4.64M -$1.54K -15 -0%
FWM
1040
Finer Wealth Management
Massachusetts
$4.63M +$72.6K +705 +2%
AWM
1041
Avitas Wealth Management
California
$4.62M -$23.4K -227 -0.5%
CHAM
1042
Clear Harbor Asset Management
Connecticut
$4.61M +$27.7K +269 +0.6%
SSI
1043
Scott & Selber Inc
Texas
$4.6M -$15.4K -150 -0.3%
JAG
1044
Journey Advisory Group
Kentucky
$4.58M +$98.4K +956 +2%
SC
1045
Sepio Capital
Utah
$4.58M -$655K -6,361 -13%
SAIG
1046
Semper Augustus Investments Group
Colorado
$4.58M
ECM
1047
Endurant Capital Management
California
$4.57M -$509K -4,948 -10%
CCG
1048
Chatham Capital Group
Georgia
$4.56M +$220K +2,136 +5%
LSAG
1049
Lake Street Advisors Group
New Hampshire
$4.56M -$85.9K -834 -2%
RMCM
1050
Reynders McVeigh Capital Management
Massachusetts
$4.56M -$56.7K -551 -1%