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 %
MM
2051
MQS Management
New York
$910K +$910K +8,838 New
P
2052
&Partners
Tennessee
$909K +$29.4K +286 +3%
KIG
2053
Kowal Investment Group
Wisconsin
$909K +$33K +321 +4%
MIH
2054
Meitav Investment House
Israel
$908K -$129K -1,246 -12%
TIA
2055
Tiemann Investment Advisors
California
$907K -$12.9K -125 -1%
FFIC
2056
First Fiduciary Investment Counsel
Ohio
$907K +$4.22K +41 +0.5%
SI
2057
Scharf Investments
California
$907K +$31.5K +306 +4%
NL
2058
NVWM LLC
Pennsylvania
$905K +$61.2K +591 +7%
SWM
2059
Segment Wealth Management
Texas
$905K +$7K +68 +0.8%
EP
2060
Edgestream Partners
New Jersey
$904K +$535K +5,198 +145%
AC
2061
Avestar Capital
New York
$903K +$140K +1,349 +18%
GSB
2062
Greenfield Savings Bank
Massachusetts
$900K +$900K +8,743 New
JSW
2063
Journey Strategic Wealth
New Jersey
$899K +$23.1K +224 +3%
LIA
2064
LBMC Investment Advisors
Tennessee
$898K +$7.63K +75 +0.9%
LTAS
2065
Linden Thomas Advisory Services
North Carolina
$898K +$898K +8,719 New
CCA
2066
Column Capital Advisors
Indiana
$896K +$399K +3,880 +81%
CIM
2067
CIM Investment Management
Pennsylvania
$891K -$19.9K -193 -2%
BHIC
2068
Bassett Hargrove Investment Counsel
Delaware
$889K -$20.6K -200 -2%
PIA
2069
Pinion Investment Advisors
Kansas
$888K +$83K +806 +10%
CFA
2070
Capstone Financial Advisors
Illinois
$887K +$309 +3 +0%
SWA
2071
SOA Wealth Advisors
New York
$887K +$3.81K +37 +0.4%
BPWM
2072
Badgley Phelps Wealth Managers
Washington
$885K -$9.06K -88 -1%
AC
2073
Allstate Corporation
Illinois
$884K
MMM
2074
Mendel Money Management
Illinois
$883K +$23.5K +228 +3%
AIM
2075
Athena Investment Management
California
$882K +$103 +1 +0%