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 %
PCA
1976
Providence Capital Advisors
North Carolina
$1.03M +$16.6K +161 +2%
GF
1977
Gries Financial
Ohio
$1.03M -$44.8K -435 -4%
LFM
1978
Lumina Fund Management
New York
$1.03M
LAIC
1979
Lederer & Associates Investment Counsel
California
$1.03M +$5.97K +58 +0.6%
MFC
1980
Mechanics Financial Corp
Ohio
$1.03M
VWM
1981
Vigilare Wealth Management
Arizona
$1.02M -$30.5K -296 -3%
WAM
1982
WNY Asset Management
New York
$1.02M +$177K +1,724 +21%
LF
1983
Lee Financial
Texas
$1.02M +$845K +8,197 +495%
WTA
1984
Washington Trust Advisors
Massachusetts
$1.01M +$1.54K +15 +0.2%
SJL
1985
Shayne & Jacobs LLC
Tennessee
$1.01M +$1.01M +9,782 New
AA
1986
Apriem Advisors
California
$1.01M -$4.63K -45 -0.5%
ONST
1987
Old North State Trust
North Carolina
$1.01M -$73.4K -713 -7%
PSP
1988
Principal Street Partners
Tennessee
$1M -$253K -2,462 -20%
RWPA
1989
Richard W. Paul & Associates
Michigan
$998K +$31.4K +305 +3%
FPF
1990
First Pacific Financial
Washington
$997K -$96.5K -937 -9%
CWM
1991
Connecticut Wealth Management
Connecticut
$995K +$329K +3,196 +49%
AIC
1992
Argus Investors Counsel
New York
$991K +$34.3K +333 +4%
RWA
1993
Redhawk Wealth Advisors
Minnesota
$991K -$32.5K -316 -3%
QC
1994
Quent Capital
New York
$988K +$86.2K +837 +10%
NIC
1995
Northwest Investment Counselors
Oregon
$988K +$73.3K +712 +8%
QT
1996
Quantamental Technologies
New York
$988K +$988K +9,594 New
APC
1997
Aspire Private Capital
North Carolina
$986K +$39K +379 +4%
RFG
1998
RFP Financial Group
Georgia
$984K -$3.6K -35 -0.4%
FBB
1999
Fulton Breakefield Broenniman
Maryland
$983K -$10.2K -99 -1%
CW
2000
CreativeOne Wealth
Kansas
$981K -$3.13M -30,406 -76%