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 %
CA
1926
Cambridge Advisors
Nebraska
$1.12M -$91.7K -891 -8%
WIM
1927
Waverton Investment Management
United Kingdom
$1.12M
FWMM
1928
Foundation Wealth Management (Missouri)
Missouri
$1.12M -$5.15K -50 -0.5%
QT
1929
Quantbot Technologies
New York
$1.11M +$1.11M +10,827 New
CIA
1930
Cladis Investment Advisory
Montana
$1.11M +$9.27K +90 +0.8%
MSWM
1931
McGlone Suttner Wealth Management
Wisconsin
$1.11M -$310K -3,012 -22%
TBNY
1932
Trustco Bank (New York)
New York
$1.11M -$3.4K -33 -0.3%
CC
1933
Centiva Capital
New York
$1.11M +$1.11M +10,751 New
GA
1934
GoalVest Advisory
New York
$1.11M +$86.3K +838 +8%
CP
1935
Coho Partners
Pennsylvania
$1.11M -$840K -8,157 -43%
RRA
1936
Round Rock Advisors
Connecticut
$1.1M +$5.87K +57 +0.5%
TF
1937
TLWM Financial
Texas
$1.1M +$34.2K +332 +3%
APW
1938
Aurora Private Wealth
New Jersey
$1.1M +$19.1K +185 +2%
CCP
1939
Clarkston Capital Partners
Michigan
$1.1M
HPIA
1940
Hamilton Point Investment Advisors
North Carolina
$1.09M
WAAG
1941
Wealth Alliance Advisory Group
Kansas
$1.09M +$599K +5,819 +122%
AGP
1942
Autumn Glory Partners
Texas
$1.09M +$106K +1,032 +11%
TL
1943
Tradewinds LLC
North Carolina
$1.09M -$9.37K -91 -0.9%
MA
1944
MONECO Advisors
Connecticut
$1.09M +$55.9K +543 +5%
CPSC
1945
Carl P. Sherr & Co
Massachusetts
$1.09M -$164K -1,597 -13%
MCCA
1946
Mill Creek Capital Advisors
Pennsylvania
$1.09M -$128K -1,241 -11%
PWP
1947
Phillips Wealth Planners
Mississippi
$1.09M -$23.7K -236 -2%
TCM
1948
Traynor Capital Management
Pennsylvania
$1.09M +$7.82K +76 +0.7%
SAM
1949
Seelaus Asset Management
New Jersey
$1.09M -$20.6K -200 -2%
S
1950
ShariaPortfolio
Florida
$1.09M +$1.09M +10,540 New