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 %
TC
1301
Telemus Capital
Michigan
$2.88M -$191K -1,851 -6%
BOPW
1302
Brandywine Oak Private Wealth
Pennsylvania
$2.87M -$22K -214 -0.8%
LHC
1303
Little House Capital
Massachusetts
$2.87M +$412K +4,000 +17%
JFGIW
1304
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.87M -$130K -1,254 -4%
WG
1305
Watchman Group
Texas
$2.86M +$62.6K +608 +2%
AWA
1306
Arkadios Wealth Advisors
Georgia
$2.86M +$1.1M +10,714 +63%
MFA
1307
Mayflower Financial Advisors
Massachusetts
$2.85M -$71.3K -693 -2%
FGAM
1308
Financial Gravity Asset Management
Texas
$2.84M +$2.58M +3,720 +964%
BWM
1309
BigSur Wealth Management
Florida
$2.84M -$76.2K -735 -3%
STA
1310
Summit Trail Advisors
New York
$2.84M +$343K +3,306 +14%
NG
1311
Northstar Group
New York
$2.82M -$5.15K -50 -0.2%
CI
1312
Cigna Investments
Connecticut
$2.81M -$356K -3,460 -11%
SCM
1313
Stonebridge Capital Management
California
$2.81M -$255K -2,475 -8%
RCM
1314
RNC Capital Management
California
$2.81M -$90.7K -881 -3%
LCGC
1315
Legacy Capital Group California
California
$2.8M -$309 -3 -0%
NS
1316
NBC Securities
Alabama
$2.8M +$2.8M +27,182 New
OHWP
1317
Oak Harbor Wealth Partners
North Carolina
$2.8M +$74.7K +726 +3%
SC
1318
Stolper & Co
Oklahoma
$2.79M -$17.1K -166 -0.6%
CA
1319
CGN Advisors
Kansas
$2.79M +$128K +1,241 +5%
HCM
1320
Huber Capital Management
California
$2.79M -$1.06M -10,300 -28%
HKAM
1321
Horizon Kinetics Asset Management
New York
$2.78M +$38.7K +376 +1%
JE
1322
JMAC Enterprises
Pennsylvania
$2.77M +$33.7K +327 +1%
RCAG
1323
Rehmann Capital Advisory Group
Michigan
$2.76M -$36.8K -357 -1%
KFGK
1324
Keystone Financial Group (Kentucky)
Kentucky
$2.76M -$6.28K -61 -0.2%
GWM
1325
Geneos Wealth Management
Colorado
$2.75M -$187K -1,819 -6%