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 %
RZH
2101
Relyea Zuckerberg Hanson
Connecticut
$850K +$15K +146 +2%
PCP
2102
Pacific Capital Partners
$850K +$850K +8,253 New
OSNBOA
2103
Old Second National Bank of Aurora
Illinois
$849K -$25.5K -248 -3%
GWANC
2104
Guardian Wealth Advisors (North Carolina)
North Carolina
$847K +$12.9K +124 +2%
MAP
2105
Moody Aldrich Partners
Massachusetts
$846K +$846K +8,184 New
WIA
2106
Westbourne Investment Advisors
Maryland
$846K
CCWM
2107
Cassaday & Co Wealth Management
Virginia
$845K -$110K -1,066 -11%
MCA
2108
MSH Capital Advisors
Arizona
$843K +$64.2K +624 +8%
HFM
2109
Hartford Funds Management
Pennsylvania
$842K +$72.8K +707 +9%
WC
2110
Weil Company
California
$842K -$320K -3,105 -28%
SCA
2111
STALEY CAPITAL ADVISERS
Pennsylvania
$841K -$41.1K -399 -5%
SAA
2112
Southeast Asset Advisors
Georgia
$840K -$54.3K -527 -6%
BIM
2113
Barton Investment Management
Pennsylvania
$840K
CCFM
2114
Clear Creek Financial Management
Washington
$838K +$27.9K +271 +3%
CWP
2115
Core Wealth Partners
California
$836K +$309 +3 +0%
MAM
2116
Meeder Asset Management
Ohio
$835K -$7.81M -75,823 -90%
DE
2117
Day & Ennis
Georgia
$835K +$103 +1 +0%
GAMC
2118
Garner Asset Management Corp
Texas
$834K -$58K -512 -6%
SM
2119
Sweeney & Michel
California
$833K -$1.75M -16,785 -68%
NJBEST
2120
New Jersey Better Educational Savings Trust
New Jersey
$832K
SIC
2121
Sigma Investment Counselors
Michigan
$830K +$6.9K +67 +0.8%
AFM
2122
Armstrong Fleming & Moore
District of Columbia
$830K -$39.6K -385 -5%
CFG
2123
Carr Financial Group
Massachusetts
$830K -$34.6K -335 -4%
HGERS
2124
Householder Group Estate & Retirement Specialist
Arizona
$827K +$827K +8,028 New
GFA
2125
Gallagher Fiduciary Advisors
Illinois
$823K -$20K -194 -2%