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 %
LA
1101
Lifeworks Advisors
Michigan
$4.15M +$226K +2,200 +6%
MPM
1102
Meritage Portfolio Management
Kansas
$4.14M -$63.4K -616 -2%
BCFS
1103
Butensky & Cohen Financial Security
Florida
$4.13M +$181K +1,758 +5%
HCM
1104
Hengehold Capital Management
Ohio
$4.13M -$51.5K -500 -1%
LC
1105
Legacy CG
Texas
$4.12M +$176K +1,714 +4%
CT
1106
Coastline Trust
Rhode Island
$4.11M -$763K -7,413 -16%
CPA
1107
Capital Planning Advisors
California
$4.11M -$4.32K -42 -0.1%
TYCC
1108
Texas Yale Capital Corp
Florida
$4.11M -$20.6K -200 -0.5%
WI
1109
Wahed Invest
New York
$4.1M +$322K +3,132 +9%
PIA
1110
Petredis Investment Advisors
Pennsylvania
$4.1M +$15.2K +148 +0.4%
TW
1111
Transform Wealth
Colorado
$4.09M -$2.96M -28,565 -42%
FHB
1112
First Hawaiian Bank
Hawaii
$4.08M +$83.2K +808 +2%
FBT
1113
First Bankers Trust
Kentucky
$4.07M +$239K +2,319 +6%
RWA
1114
Ropes Wealth Advisors
Massachusetts
$4.06M -$617K -5,992 -13%
WCA
1115
Westover Capital Advisors
Delaware
$4.05M -$106K -1,034 -3%
WPC
1116
White Pine Capital
Minnesota
$4.05M -$34.1K -331 -0.8%
BHPW
1117
Beverly Hills Private Wealth
California
$4.04M -$3.39M -32,938 -46%
SFP
1118
Shepherd Financial Partners
Massachusetts
$4.02M +$126K +1,224 +3%
CCA
1119
Cobblestone Capital Advisors
New York
$4M +$13K +126 +0.3%
WPW
1120
Waldron Private Wealth
Pennsylvania
$3.99M -$85.6K -826 -2%
CI
1121
Conning Inc
Connecticut
$3.99M -$263K -2,556 -6%
KFP
1122
KMG Fiduciary Partners
Ohio
$3.98M -$38.8K -377 -1%
RSC
1123
Red Spruce Capital
Pennsylvania
$3.95M +$1.65K +16 +0%
CC
1124
Codex Capital
New York
$3.94M
SCM
1125
Schnieders Capital Management
California
$3.92M +$17.9K +174 +0.5%