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 %
CT
1776
Colonial Trust
South Carolina
$1.42M -$7.1K -69 -0.5%
SLT
1777
St Louis Trust
Missouri
$1.42M
LIM
1778
Loudon Investment Management
New Hampshire
$1.42M -$121K -1,174 -8%
TCM
1779
Telos Capital Management
California
$1.42M +$101K +985 +8%
RFA
1780
Resurgent Financial Advisors
Georgia
$1.42M +$10.5K +102 +0.7%
LGA
1781
Lebenthal Global Advisors
New York
$1.41M -$457K -4,437 -24%
NA
1782
Navellier & Associates
Nevada
$1.41M +$411K +3,994 +41%
CIC
1783
Chase Investment Counsel
Virginia
$1.41M -$303K -2,946 -18%
WFC
1784
Western Financial Corp
California
$1.41M +$578K +5,612 +69%
NAS
1785
Nicolet Advisory Services
Wisconsin
$1.41M +$18.7K +183 +1%
MIM
1786
MTM Investment Management
South Carolina
$1.41M
BV
1787
Boxwood Ventures
Illinois
$1.41M
RPSA
1788
Richard P. Slaughter Associates
Texas
$1.39M +$112K +1,091 +9%
JWBC
1789
John W. Bristol & Co
New York
$1.39M
BP
1790
BBR Partners
New York
$1.39M -$854K -8,298 -38%
HPCM
1791
Hunter Perkins Capital Management
Illinois
$1.39M -$1.57M -15,225 -53%
CA
1792
Claro Advisors
Massachusetts
$1.39M +$34.6K +336 +3%
RWA
1793
Rainsberger Wealth Advisors
Colorado
$1.38M +$35.7K +347 +3%
MKC
1794
M. Kraus & Co
Vermont
$1.38M -$57.3K -557 -4%
FWM
1795
Forza Wealth Management
Florida
$1.38M
BFA
1796
Beacon Financial Advisory
Ohio
$1.38M +$97.3K +945 +8%
RIA
1797
Regal Investment Advisors
Michigan
$1.38M -$56.5K -549 -4%
CF
1798
Centaurus Financial
California
$1.37M -$119K -1,156 -8%
TIMH
1799
Tilt Investment Management Holdings
New York
$1.37M
JWA
1800
JFS Wealth Advisors
Pennsylvania
$1.37M +$127K +1,232 +10%