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 %
BLC
1526
Brown, Lisle/Cummings
Rhode Island
$2.05M +$43.1K +419 +2%
HCM
1527
Hall Capital Management
Rhode Island
$2.05M +$167K +1,620 +9%
WOC
1528
West Oak Capital
California
$2.04M -$7.72K -75 -0.4%
WCM
1529
Wallace Capital Management
Texas
$2.04M -$57K -554 -3%
TPW
1530
Transatlantique Private Wealth
New York
$2.04M -$26.7K -261 -1%
LWP
1531
LMG Wealth Partners
Louisiana
$2.03M +$30.4K +295 +2%
HWA
1532
HCR Wealth Advisors
California
$2.03M -$106K -1,027 -5%
FCBT
1533
First Citizens Bank & Trust
North Carolina
$2.03M +$54.7K +531 +3%
HI
1534
Harbour Investments
Wisconsin
$2.03M +$27.3K +265 +1%
WCM
1535
Wisconsin Capital Management
Wisconsin
$2.03M -$1.02M -9,945 -34%
BMC
1536
Beaton Management Company
Massachusetts
$2.03M +$19.1K +185 +0.9%
LA
1537
Legacy Advisors
Pennsylvania
$2.03M +$600K +5,795 +42%
SF
1538
Summit Financial
New Jersey
$2.02M +$1.11M +10,702 +122%
IA
1539
IFP Advisors
Florida
$2.02M -$277K -2,690 -12%
GA
1540
Geller Advisors
New York
$2.02M +$68.8K +664 +4%
CWP
1541
Cyndeo Wealth Partners
Florida
$2.01M -$154K -1,496 -7%
CWP
1542
CFM Wealth Partners
Texas
$2.01M +$9.57K +93 +0.5%
SC
1543
Sawyer & Company
Massachusetts
$2M -$92.7K -900 -4%
RMC
1544
Resources Management Corp
Connecticut
$2M +$243K +2,362 +14%
DCM
1545
Dudley Capital Management
Virginia
$2M +$79K +767 +4%
EFH
1546
Eaton Financial Holdings
Florida
$1.99M +$91.3K +887 +5%
KCM
1547
Kathmere Capital Management
Pennsylvania
$1.98M +$186K +1,810 +10%
BFG
1548
Beacon Financial Group
Texas
$1.98M -$91.7K -841 -4%
RIM
1549
Redwood Investment Management
Arizona
$1.98M +$1.16M +11,252 +142%
CFP
1550
Catalyst Financial Partners
Massachusetts
$1.97M +$134K +1,304 +7%