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 %
FWA
1801
FOCUS Wealth Advisors
Texas
$1.37M +$61.8K +600 +5%
PMG
1802
ProVise Management Group
Florida
$1.37M +$80.1K +778 +6%
WEG
1803
World Equity Group
Illinois
$1.37M +$51.4K +499 +4%
MLA
1804
MB, Levis & Associates
Pennsylvania
$1.37M -$7.41K -72 -0.5%
HBT
1805
Heartland Bank & Trust
Illinois
$1.36M -$328K -3,188 -19%
EA
1806
Eudaimonia Advisors
Tennessee
$1.36M -$91.7K -891 -6%
CA
1807
Continuum Advisory
Idaho
$1.36M -$167K -1,625 -11%
PIWA
1808
Prevail Innovative Wealth Advisors
Kansas
$1.36M +$1.36M +13,165 New
FBC
1809
Fairfield, Bush & Co
Connecticut
$1.35M -$1.07M -10,375 -44%
ICM
1810
IMS Capital Management
Oregon
$1.35M +$206 +2 +0%
VT
1811
Vise Technologies
New York
$1.35M -$620K -6,022 -31%
DAM
1812
Doheny Asset Management
California
$1.35M
NL
1813
Navalign LLC
California
$1.35M +$52K +505 +4%
SFO
1814
Stokes Family Office
Louisiana
$1.34M +$120K +1,170 +10%
FNB
1815
Farmers National Bank
Kentucky
$1.34M -$7.1K -69 -0.5%
AFS
1816
Aft Forsyth & Sober
Florida
$1.34M
FSA
1817
Financial Sense Advisors
California
$1.34M -$711K -6,903 -35%
DDPIC
1818
Deroy & Devereaux Private Investment Counsel
Michigan
$1.34M -$15.3K -149 -1%
SFG
1819
StrategIQ Financial Group
Indiana
$1.33M +$270K +2,623 +25%
ICG
1820
InterOcean Capital Group
Tennessee
$1.33M -$65.1K -632 -5%
LWM
1821
Laidlaw Wealth Management
New York
$1.33M -$1.6M -15,549 -55%
FI
1822
Financial Insights
Washington
$1.33M +$215K +2,094 +19%
MFG
1823
MidWestOne Financial Group
Iowa
$1.33M -$30.9K -300 -2%
BIA
1824
Barry Investment Advisors
Massachusetts
$1.33M -$12.4K -120 -0.9%
CS
1825
Cannell & Spears
New York
$1.32M -$82.4K -800 -6%