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 %
PTCG
2176
Pring Turner Capital Group
California
$767K
VCM
2177
Vivaldi Capital Management
Illinois
$767K +$17.5K +170 +2%
HIGP
2178
Hill Investment Group Partners
Missouri
$766K +$162K +1,574 +27%
GWP
2179
Gateway Wealth Partners
Wisconsin
$766K -$27.4K -266 -3%
FMTCOCP
2180
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$766K -$41.2K -400 -5%
KWMG
2181
King Wealth Management Group
Florida
$766K +$10.2K +99 +1%
OCG
2182
Opus Capital Group
Ohio
$763K -$83.1K -807 -10%
CC
2183
Callan Capital
California
$760K +$43.4K +422 +6%
PNAA
2184
Pictet North America Advisors
Switzerland
$759K -$30.9K -300 -4%
CMI
2185
Clare Market Investments
Texas
$758K +$455K +4,419 +150%
EIG
2186
Ellenbecker Investment Group
Wisconsin
$758K +$93.8K +912 +14%
TRIA
2187
Trail Ridge Investment Advisors
Colorado
$756K +$6.18K +60 +0.8%
TWP
2188
Tower Wealth Partners
Pennsylvania
$754K +$1.65K +16 +0.2%
TA
2189
TruWealth Advisors
Louisiana
$754K -$98.1K -953 -12%
AOI
2190
Auto-Owners Insurance
Michigan
$752K
SFM
2191
Systematic Financial Management
New Jersey
$752K
AIM
2192
Alhambra Investment Management
Florida
$751K
KWM
2193
Kolinsky Wealth Management
New Jersey
$750K -$13.2K -128 -2%
BIP
2194
Blueprint Investment Partners
North Carolina
$750K -$461K -4,475 -38%
DAC
2195
Dividend Assets Capital
South Carolina
$749K -$35.5K -345 -5%
LI
2196
Lafayette Investments
Maryland
$749K +$148K +1,435 +25%
SFG
2197
Summit Financial Group
West Virginia
$747K
GWA
2198
GGM Wealth Advisors
Maryland
$744K -$10.9K -105 -1%
CCP
2199
Cassia Capital Partners
North Carolina
$744K +$10.5K +102 +1%
CWM
2200
Compass Wealth Management
Connecticut
$742K +$13.3K +129 +2%