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 %
PI
1726
PFG Investments
New York
$1.55M -$50.4K -490 -3%
CFFP
1727
Center for Financial Planning
Michigan
$1.55M +$81.2K +789 +6%
CGA
1728
Crescent Grove Advisors
Illinois
$1.54M +$12.5K +121 +0.8%
DAM
1729
Delta Asset Management
Tennessee
$1.54M
MSAM
1730
Moloney Securities Asset Management
Missouri
$1.54M -$59.1K -574 -4%
AP
1731
Americana Partners
Texas
$1.53M +$390K +3,860 +34%
MTC
1732
Matrix Trust Company
Colorado
$1.53M +$40.7K +395 +3%
GBT
1733
Grove Bank & Trust
Florida
$1.53M -$38.9K -378 -2%
EP
1734
Eudaimonia Partners
Tennessee
$1.52M -$1.85K -18 -0.1%
AACR
1735
ACR Alpine Capital Research
Missouri
$1.52M
SIM
1736
Sentry Investment Management
Wisconsin
$1.52M -$314K -3,050 -17%
MWM
1737
Madison Wealth Management
Ohio
$1.51M +$57.9K +562 +4%
KCPG
1738
Kavar Capital Partners Group
Kansas
$1.51M -$36.4K -354 -2%
EFM
1739
Eley Financial Management
Vermont
$1.51M -$1.04K -10 -0.1%
BWP
1740
BSW Wealth Partners
Colorado
$1.51M +$158K +1,536 +12%
SAM
1741
Synergy Asset Management
Washington
$1.51M -$171K -1,663 -10%
TNA
1742
True North Advisors
Texas
$1.51M -$327K -3,179 -18%
CGFA
1743
Colton Groome Financial Advisors
North Carolina
$1.5M +$239K +2,320 +19%
STC
1744
Sarah T. Connolly
$1.5M -$92.7K -900 -6%
GCMG
1745
Gyroscope Capital Management Group
Florida
$1.5M +$584K +5,674 +64%
SFS
1746
Stiles Financial Services
Minnesota
$1.5M +$84.1K +817 +6%
EW
1747
Evoke Wealth
California
$1.5M +$33.5K +323 +2%
JCM
1748
Janney Capital Management
Pennsylvania
$1.49M +$103 +1 +0%
DCM
1749
Davidson Capital Management
Texas
$1.49M -$7.93K -77 -0.5%
PIMG
1750
Patriot Investment Management Group
Tennessee
$1.49M -$316K -3,065 -17%