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 %
FHC
2001
First Heartland Consultants
Missouri
$980K +$23.1K +224 +2%
LRPA
2002
L. Roy Papp & Associates
Arizona
$978K +$2.16K +21 +0.2%
HP
2003
Hilltop Partners
Indiana
$977K +$299K +2,902 +44%
MLA
2004
My Legacy Advisors
Oregon
$976K +$23.3K +232 +2%
FFN
2005
Focus Financial Network
Minnesota
$976K -$34K -328 -3%
OL
2006
Optas LLC
Texas
$975K +$41.6K +404 +4%
MMG
2007
Monetary Management Group
Missouri
$973K -$46.3K -450 -5%
CS
2008
Capital Square
Tennessee
$973K -$4.9K -48 -0.5%
SFG
2009
Sather Financial Group
Texas
$973K -$24.1K -234 -2%
APA
2010
Astoria Portfolio Advisors
New York
$971K -$103K -973 -10%
PC
2011
Port Capital
Illinois
$968K +$5.87K +57 +0.6%
FFA
2012
Farther Finance Advisors
California
$967K +$419K +4,072 +76%
BFW
2013
Brady Family Wealth
Missouri
$966K -$515 -5 -0.1%
SPW
2014
Sonoma Private Wealth
California
$965K -$19.4K -188 -2%
UFF
2015
USA Financial Formulas
Michigan
$965K -$9.37K -91 -1%
RIS
2016
Retirement Income Solutions
Michigan
$962K -$159K -1,540 -14%
KFA
2017
Kapstone Financial Advisors
Ohio
$960K
TAM
2018
Townsend Asset Management
North Carolina
$958K -$17.6K -171 -2%
PWAM
2019
Pinnacle West Asset Management
Wyoming
$957K +$36.6K +355 +4%
BAAM
2020
Baker Avenue Asset Management
California
$950K -$26.4K -256 -3%
WDC
2021
Woodward Diversified Capital
California
$949K -$66.4K -645 -7%
SWK
2022
Stephen W. Kidder
$948K
SPA
2023
Sherbrooke Park Advisers
New York
$946K +$946K +9,193 New
TCA
2024
Trifecta Capital Advisors
Illinois
$946K -$48K -466 -5%
HAS
2025
HBW Advisory Services
California
$946K -$5.06M -49,093 -84%