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 %
CRIG
1176
Charter Research & Investment Group
Connecticut
$3.59M -$45.3K -440 -1%
PAM
1177
Pegasus Asset Management
New York
$3.59M +$48.8K +474 +1%
FFBTD
1178
First Financial Bank - Trust Division
Ohio
$3.58M -$766K -7,444 -18%
GP
1179
Girard Partners
Pennsylvania
$3.58M -$1.14M -11,064 -24%
KA
1180
Keene & Associates
Texas
$3.58M +$39.3K +382 +1%
SWP
1181
Strategic Wealth Partners
Ohio
$3.56M -$124K -1,207 -3%
DDC
1182
DF Dent & Co
Maryland
$3.56M -$185K -1,795 -5%
FTDI
1183
First Trust Direct Indexing
Massachusetts
$3.55M +$6.28K +61 +0.2%
LWM
1184
Lodestone Wealth Management
Washington
$3.55M -$72.3K -702 -2%
TAM
1185
Tealwood Asset Management
Minnesota
$3.55M -$4.53K -44 -0.1%
EWA
1186
EverSource Wealth Advisors
Alabama
$3.55M +$126K +1,225 +4%
WKWM
1187
Walter & Keenan Wealth Management
Indiana
$3.54M -$9.27K -90 -0.3%
FAM
1188
Fred Alger Management
New York
$3.54M -$28.2K -274 -0.8%
RSWM
1189
Robertson Stephens Wealth Management
California
$3.54M +$220K +2,123 +7%
TCPG
1190
Trivant Custom Portfolio Group
California
$3.52M +$35.3K +343 +1%
CWS
1191
Confluence Wealth Services
Pennsylvania
$3.52M +$51.7K +502 +1%
CIC
1192
Cornercap Investment Counsel
Georgia
$3.5M -$1.39M -13,463 -28%
SACTSONJ
1193
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.5M
NIM
1194
NEOS Investment Management
Connecticut
$3.5M +$3.5M +33,960 New
ADBIC
1195
A.D. Beadell Investment Counsel
Wisconsin
$3.49M -$1.19M -11,518 -25%
CPA
1196
Court Place Advisors
Maryland
$3.49M -$24.5K -238 -0.7%
PWW
1197
Pettyjohn Wood & White
Virginia
$3.49M +$32.3K +314 +0.9%
SWM
1198
Scissortail Wealth Management
Oklahoma
$3.49M +$3.49M +33,990 New
CA
1199
Commerzbank Aktiengesellschaft
Germany
$3.48M +$706K +6,859 +25%
MPIM
1200
McGinn Penninger Investment Management
Virginia
$3.48M -$403K -3,913 -10%