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 %
FIM
1476
Fruth Investment Management
Texas
$2.18M -$10.3K -100 -0.5%
AMIM
1477
Aull & Monroe Investment Management
Alabama
$2.18M
WCAMG
1478
Woodard & Company Asset Management Group
North Carolina
$2.17M -$71.7K -696 -3%
WP
1479
WealthShield Partners
North Carolina
$2.17M +$260K +2,514 +14%
WA
1480
WESPAC Advisors
California
$2.17M +$98.9K +961 +5%
MCWS
1481
McKinley Carter Wealth Services
West Virginia
$2.17M +$1.35M +13,086 +165%
SWM
1482
Silverlake Wealth Management
Vermont
$2.16M -$16.3K -158 -0.7%
CIAS
1483
CFS Investment Advisory Services
New Jersey
$2.16M +$137K +1,334 +7%
CWM
1484
Cornerstone Wealth Management
Missouri
$2.16M +$142K +1,377 +7%
WWA
1485
WCG Wealth Advisors
Nevada
$2.16M +$2.16M +20,203 New
PAM
1486
Paradigm Asset Management
New York
$2.15M -$113K -1,100 -5%
LFA
1487
Legacy Financial Advisors
Kentucky
$2.15M +$125K +1,212 +6%
BCCM
1488
Bridge Creek Capital Management
Massachusetts
$2.15M -$16K -155 -0.7%
FCP
1489
Fidelis Capital Partners
Florida
$2.15M +$122K +1,186 +6%
FIM
1490
Freedom Investment Management
Connecticut
$2.14M +$841K +8,170 +65%
FFA
1491
First Foundation Advisors
California
$2.14M -$69.2K -672 -3%
IWA
1492
IVC Wealth Advisors
Pennsylvania
$2.14M +$2.57K +25 +0.1%
SMA
1493
Sage Mountain Advisors
Georgia
$2.13M +$253K +2,453 +13%
JPWM
1494
Jamison Private Wealth Management
Georgia
$2.13M +$2.13M +20,695 New
IWS
1495
Insight Wealth Strategies
California
$2.13M +$173K +1,676 +9%
HVIA
1496
Hudson Valley Investment Advisors
New York
$2.13M -$194K -1,881 -8%
GAG
1497
GM Advisory Group
New York
$2.12M -$22.5K -219 -1%
GDP
1498
Great Diamond Partners
Maine
$2.12M -$60.5K -588 -3%
ACM
1499
AlphaStar Capital Management
North Carolina
$2.11M -$5.66K -55 -0.3%
PL
1500
Plancorp LLC
Missouri
$2.11M +$28.1K +273 +1%