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 %
JIC
1451
Joel Isaacson & Co
New York
$2.26M +$70.3K +683 +3%
NWM
1452
Northcape Wealth Management
New York
$2.26M -$46K -447 -2%
KCM
1453
Kanawha Capital Management
Virginia
$2.26M +$26.7K +259 +1%
GC
1454
Grimes & Company
Massachusetts
$2.26M +$412 +4 +0%
CC
1455
Chicago Capital
Illinois
$2.25M +$28.3K +275 +1%
AWAU
1456
Alliance Wealth Advisors (Utah)
Utah
$2.25M +$142K +1,378 +7%
SRC
1457
Shufro Rose & Co
New York
$2.24M -$16.9K -164 -0.7%
CIA
1458
Compass Ion Advisors
Pennsylvania
$2.24M +$1.93M +18,709 +607%
PK
1459
Pflug Koory
Nebraska
$2.24M -$20K -194 -0.9%
CRB
1460
Chad R. Baker
$2.23M
WB
1461
Webster Bank
Connecticut
$2.23M +$1.75K +17 +0.1%
CGL
1462
Clarius Group LLC
Washington
$2.23M -$634K -6,154 -22%
CA
1463
CoreCap Advisors
Michigan
$2.23M -$915K -8,892 -29%
VCAM
1464
Van Cleef Asset Management
Ohio
$2.22M -$15.2K -148 -0.7%
ROTUOC
1465
Regents of the University of California
California
$2.22M
MWM
1466
Marion Wealth Management
Pennsylvania
$2.22M -$96K -932 -4%
RWA
1467
Roberts Wealth Advisors
California
$2.22M +$50.6K +486 +2%
MWM
1468
Massachusetts Wealth Management
Massachusetts
$2.22M -$20.6K -200 -0.9%
T
1469
TCWP
Ohio
$2.21M +$19.1K +186 +0.9%
KFS
1470
Kurt F. Somerville
$2.21M -$147K -1,427 -6%
VCM
1471
Virtue Capital Management
Tennessee
$2.2M
CWA
1472
Core Wealth Advisors
Florida
$2.19M +$2.07M +20,140 +1,823%
SCA
1473
Sippican Capital Advisors
Massachusetts
$2.19M +$30.9K +300 +1%
AW
1474
Apricus Wealth
South Carolina
$2.18M -$41.6K -400 -2%
WHC
1475
Wulff, Hansen & Co
California
$2.18M +$36.5K +355 +2%