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 %
AA
1051
Ancora Advisors
Ohio
$4.56M +$31.8K +309 +0.7%
OAM
1052
Ostrum Asset Management
France
$4.55M -$585K -5,679 -11%
WSTAM
1053
Wilbanks Smith & Thomas Asset Management
Virginia
$4.55M -$283K -2,746 -6%
AWA
1054
Arete Wealth Advisors
Illinois
$4.55M +$527K +5,114 +13%
PCS
1055
Personal CFO Solutions
New Jersey
$4.54M +$60.6K +589 +1%
RBA
1056
Richard Bernstein Advisors
New York
$4.53M -$1.79M -17,356 -28%
RC
1057
Roundview Capital
New Jersey
$4.53M -$1.15M -11,167 -20%
WIS
1058
Wright Investors Service
Connecticut
$4.53M +$50.1K +487 +1%
AF
1059
Allworth Financial
California
$4.5M +$242K +2,351 +6%
CBTWT
1060
Community Bank & Trust (Waco, Texas)
Texas
$4.49M +$109K +1,269 +2%
WAM
1061
Wolverine Asset Management
Illinois
$4.47M +$3.99M +38,770 +826%
MCM
1062
Manchester Capital Management
Vermont
$4.47M -$64.3K -625 -1%
LIM
1063
Leavell Investment Management
Alabama
$4.46M -$6.01K -58 -0.1%
JWCA
1064
J.W. Cole Advisors
Florida
$4.45M +$34.9K +339 +0.8%
MFG
1065
Monte Financial Group
Connecticut
$4.43M +$89.3K +867 +2%
DWT
1066
Dorsey & Whitney Trust
South Dakota
$4.42M -$230K -2,236 -5%
HCA
1067
Harbor Capital Advisors
Illinois
$4.41M
CS
1068
Comerica Securities
Michigan
$4.4M -$339K -3,266 -7%
WorldQuant Millennium Advisors
1069
WorldQuant Millennium Advisors
New York
$4.4M +$4M +38,879 +1,009%
QI
1070
QV Investors
Alberta, Canada
$4.4M -$99.9K -970 -2%
WA
1071
WealthTrust Axiom
Pennsylvania
$4.4M -$247K -2,396 -5%
HVP
1072
Hudson Value Partners
Florida
$4.4M +$36.1K +351 +0.8%
CGPCS
1073
Capital Group Private Client Services
California
$4.39M -$26.6M -257,945 -86%
DIA
1074
Dean Investment Associates
Ohio
$4.37M -$11.3K -110 -0.3%
CFGS
1075
Concourse Financial Group Securities
Alabama
$4.37M +$1.19M +11,499 +38%