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 %
MPCG
2076
Matrix Private Capital Group
New York
$882K +$104 +1 +0%
MCIA
2077
Mountain Capital Investment Advisors
Colorado
$880K -$1.18M -11,630 -57%
BPFA
2078
Barnes Pettey Financial Advisors
Mississippi
$879K
FCFC
2079
First Commonwealth Financial Corp
Pennsylvania
$878K +$7.82K +76 +0.9%
TWA
2080
TCI Wealth Advisors
Arizona
$877K +$16.9K +164 +2%
RGF
2081
Retirement Guys Formula
Ohio
$877K +$263K +2,557 +43%
IFWM
2082
Institute for Wealth Management
Colorado
$876K
FFG
2083
Frisch Financial Group
New York
$873K -$30.2K -293 -3%
GITFIT
2084
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$872K +$185K +1,700 +27%
ZAM
2085
Zevin Asset Management
Massachusetts
$872K +$86K +835 +11%
PCM
2086
Poehling Capital Management
Wisconsin
$868K -$15.9K -154 -2%
CCB
2087
Cutter & Co Brokerage
Missouri
$867K -$3.19K -31 -0.4%
MCM
2088
Magnolia Capital Management
New York
$865K
ILI
2089
Invesco LLC (Illinois)
Illinois
$864K +$139K +1,355 +19%
AFC
2090
AFT Forsyth & Company
Florida
$863K -$41.2K -400 -5%
RB
2091
Renasant Bank
Mississippi
$863K +$87K +845 +11%
DBT
2092
Dubuque Bank & Trust
Iowa
$862K +$49.3K +479 +6%
OWP
2093
Obermeyer Wealth Partners
Colorado
$861K -$33.5K -325 -4%
WAM
2094
Weinberger Asset Management
California
$861K +$14.6K +142 +2%
LMKC
2095
L.M. Kohn & Company
Ohio
$861K +$29K +282 +3%
MTIC
2096
Missouri Trust & Investment Company
Missouri
$861K
PAS
2097
Professional Advisory Services
Florida
$857K
IGGA
2098
Iron Gate Global Advisors
Utah
$855K -$6.26K -60 -0.7%
SWMP
2099
Signature Wealth Management Partners
New Jersey
$852K +$14.2K +138 +2%
FCA
2100
FinTrust Capital Advisors
South Carolina
$851K -$330K -3,201 -28%