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 %
RIG
1901
Renaissance Investment Group
Massachusetts
$1.17M
LC
1902
Lavaca Capital
Texas
$1.17M -$1.09M -10,592 -48%
AWE
1903
Avidian Wealth Enterprises
Texas
$1.16M -$90.7K -881 -7%
CCA
1904
Childress Capital Advisors
Texas
$1.16M +$965K +9,374 +484%
CA
1905
Cornerstone Advisory
Maryland
$1.16M +$13K +126 +1%
RWP
1906
Ridgecrest Wealth Partners
California
$1.16M -$25.7K -250 -2%
WSCM
1907
Wellington Shields Capital Management
New York
$1.16M
ZIG
1908
Zullo Investment Group
Pennsylvania
$1.16M +$43.6K +423 +4%
BBNA
1909
Bremer Bank National Association
Minnesota
$1.16M -$91.7K -891 -7%
GPA
1910
Guerra Pan Advisors
New Jersey
$1.16M +$3.29K +32 +0.3%
DWM
1911
Drive Wealth Management
Utah
$1.16M +$4.87K +47 +0.4%
PBO
1912
Peoples Bank (Ohio)
Ohio
$1.16M +$5.46K +53 +0.5%
CHP
1913
Cable Hill Partners
Oregon
$1.16M -$40.4K -392 -3%
CD
1914
Chapin Davis
Maryland
$1.15M
COCM
1915
Charter Oak Capital Management
New Hampshire
$1.15M -$32.6K -317 -3%
PWS
1916
Peterson Wealth Services
Utah
$1.15M +$52.3K +508 +5%
VIM
1917
Vista Investment Management
Pennsylvania
$1.15M -$3.71K -36 -0.3%
CRI
1918
Colonial River Investments
Virginia
$1.15M +$289K +2,808 +34%
SQA
1919
Simon Quick Advisors
New Jersey
$1.15M +$110K +1,068 +11%
TPWM
1920
Twelve Points Wealth Management
Massachusetts
$1.14M +$35.6K +346 +3%
MCM
1921
Monument Capital Management
Virginia
$1.14M -$207K -2,010 -15%
CFO
1922
CVA Family Office
Colorado
$1.14M +$618 +6 +0.1%
MWPCG
1923
Measured Wealth Private Client Group
New Hampshire
$1.14M +$27.1K +263 +2%
CBA
1924
Coastal Bridge Advisors
Connecticut
$1.14M +$33.1K +322 +3%
MW
1925
MBL Wealth
North Carolina
$1.13M +$26.3K +255 +2%