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 %
3IP
1201
3Chopt Investment Partners
Virginia
$3.47M +$50.4K +486 +1%
VNIM
1202
Vaughan Nelson Investment Management
Texas
$3.46M +$23.2K +225 +0.7%
RBC
1203
Romano Brothers & Co
Illinois
$3.45M -$50.7K -492 -1%
RWA
1204
River Wealth Advisors
Pennsylvania
$3.44M +$381K +3,704 +12%
QCG
1205
Quadrant Capital Group
Ohio
$3.43M +$229K +2,227 +7%
TFS
1206
Thoroughbred Financial Services
Tennessee
$3.43M +$680K +6,606 +25%
OHIS
1207
Oak Harvest Investment Services
Texas
$3.42M +$3.42M +33,205 New
CAM
1208
Costello Asset Management
Pennsylvania
$3.41M +$280K +2,724 +9%
MCM
1209
Marathon Capital Management
Maryland
$3.41M -$57.1K -555 -2%
AF
1210
Ally Financial
Michigan
$3.4M +$3.4M +33,000 New
PI
1211
Pettee Investors
Connecticut
$3.39M -$226K -2,200 -6%
CG
1212
Caprock Group
Idaho
$3.39M +$118K +1,142 +4%
CFCI
1213
Comprehensive Financial Consultants Institutional
Indiana
$3.39M +$177K +1,720 +6%
BCA
1214
Bay Colony Advisors
Massachusetts
$3.39M -$102K -988 -3%
EL
1215
Essex LLC
Illinois
$3.39M +$219K +2,132 +7%
MSFS
1216
Main Street Financial Solutions
Pennsylvania
$3.38M +$204K +1,977 +6%
SW
1217
SteelPeak Wealth
California
$3.37M -$8.57M -82,718 -72%
SAM
1218
Secure Asset Management
Michigan
$3.37M +$57.5K +559 +2%
CT
1219
Clearstead Trust
Maine
$3.36M +$53K +515 +2%
MFFIA
1220
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.35M -$10.2K -99 -0.3%
AOWM
1221
Alpha Omega Wealth Management
Virginia
$3.34M -$50.9K -494 -2%
MS
1222
Maven Securities
Jersey
$3.33M +$1.52M +14,812 +85%
MAM
1223
Morse Asset Management
Connecticut
$3.32M -$445K -4,325 -12%
SLI
1224
Sumitomo Life Insurance
Japan
$3.31M -$43.5K -423 -1%
ISB
1225
Iowa State Bank
Iowa
$3.31M -$44.5K -432 -1%