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 %
MC
1601
Martin & Co
Tennessee
$1.83M +$90.8K +882 +5%
Gates Foundation Trust
1602
Gates Foundation Trust
Washington
$1.83M +$1.83M +17,740 New
GFPC
1603
Global Financial Private Client
Florida
$1.81M -$2.46K -24 -0.1%
WDG
1604
Wealth Dimensions Group
Ohio
$1.81M -$19.5K -189 -1%
TPA
1605
Trivium Point Advisory
Connecticut
$1.81M -$22.2K -218 -1%
BHBT
1606
Burke & Herbert Bank & Trust
Virginia
$1.81M -$86.8K -843 -5%
OPTFSNA
1607
Old Point Trust & Financial Services N A
Virginia
$1.8M +$81.2K +789 +5%
FFA
1608
Founders Financial Alliance
North Carolina
$1.8M -$185K -1,794 -9%
W
1609
Wealthquest
Ohio
$1.8M -$142K -1,376 -7%
OC
1610
Oakworth Capital
Alabama
$1.8M -$18.4K -179 -1%
SIAG
1611
Signet Investment Advisory Group
Rhode Island
$1.8M -$13.4K -130 -0.7%
DC
1612
DeDora Capital
California
$1.79M +$66.3K +644 +4%
AIM
1613
Acropolis Investment Management
Missouri
$1.79M -$3.19K -31 -0.2%
GC
1614
Globeflex Capital
California
$1.79M -$3.68M -35,725 -67%
ZF
1615
Zhang Financial
Michigan
$1.78M -$4.12K -40 -0.2%
RAM
1616
Riggs Asset Management
Pennsylvania
$1.78M -$34.9K -339 -2%
LOIP
1617
Live Oak Investment Partners
Texas
$1.78M -$2.01M
HI
1618
Hoey Investments
Pennsylvania
$1.78M +$157K +1,524 +10%
JWM
1619
Jupiter Wealth Management
Colorado
$1.77M
IIL
1620
Insight Inv LLC
California
$1.77M -$33.6K -335 -2%
WP
1621
WealthSource Partners
California
$1.77M -$26.5K -257 -1%
QPWM
1622
Quadrant Private Wealth Management
Pennsylvania
$1.77M -$171K -1,650 -9%
PA
1623
Probity Advisors
Texas
$1.77M -$7.31K -71 -0.4%
PCA
1624
Peddock Capital Advisors
Massachusetts
$1.76M +$33.9K +329 +2%
MP
1625
McDonald Partners
Ohio
$1.75M +$23.4K +227 +1%