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 %
KA
1826
KLCM Advisors
Wisconsin
$1.32M +$13.7K +133 +1%
IBOK
1827
Independence Bank of Kentucky
Kentucky
$1.32M -$30.8K -299 -2%
SFA
1828
Souders Financial Advisors
Ohio
$1.32M +$15.9K +154 +1%
HJGA
1829
Hardman Johnston Global Advisors
Connecticut
$1.31M
PCG
1830
Prosperity Consulting Group
Maryland
$1.31M +$994K +9,654 +313%
CPIA
1831
Cornell Pochily Investment Advisors
New York
$1.31M -$82.4K -800 -6%
SWP
1832
Summit Wealth Partners
Florida
$1.3M +$13K +126 +1%
FDS
1833
First Dallas Securities
Texas
$1.3M -$376K -3,656 -22%
KWA
1834
KCS Wealth Advisory
California
$1.3M -$137K -1,330 -10%
FIB
1835
First Interstate Bank
Montana
$1.3M -$17K -165 -1%
VWA
1836
Visionary Wealth Advisors
Illinois
$1.3M -$29.7K -288 -2%
CASB
1837
Cape Ann Savings Bank
Massachusetts
$1.3M +$4.63K +45 +0.4%
NSAM
1838
North Star Asset Management
Wisconsin
$1.3M +$1.13K +11 +0.1%
KCM
1839
Kennedy Capital Management
Missouri
$1.29M +$185K +1,795 +17%
WMA
1840
Wealth Management Associates
New Jersey
$1.29M +$7.93K +77 +0.6%
CBT
1841
CoreFirst Bank & Trust
Kansas
$1.29M -$2.37K -23 -0.2%
AI
1842
AXS Investments
New York
$1.29M +$45.2K +439 +4%
CYG
1843
Clean Yield Group
Vermont
$1.28M +$121K +1,165 +10%
PFGIA
1844
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$28.9K +281 +2%
PTP
1845
Platform Technology Partners
New York
$1.28M -$9.88K -96 -0.8%
KJWM
1846
Kiley Juergens Wealth Management
Washington
$1.28M -$2.68K -26 -0.2%
WFM
1847
Wolff Financial Management
Michigan
$1.28M
RCG
1848
Resource Consulting Group
Florida
$1.27M
CSB
1849
City State Bank
Iowa
$1.27M
CAMG
1850
CWA Asset Management Group
Florida
$1.27M -$111K -1,077 -8%