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 %
GCA
2201
Genesee Capital Advisors
New York
$742K -$21K -204 -3%
OIA
2202
Optimum Investment Advisors
Illinois
$741K -$15.4K -150 -2%
SCG
2203
Sonata Capital Group
Washington
$741K -$29.7K -289 -4%
IF
2204
Intrua Financial
Texas
$739K +$39.4K +383 +6%
KFP
2205
KB Financial Partners
New Jersey
$736K +$1.75K +17 +0.2%
BC
2206
Barrett & Company
Rhode Island
$736K +$33.1K +322 +5%
SP
2207
Successful Portfolios
Florida
$734K +$1.44K +14 +0.2%
CFG
2208
Cooper Financial Group
California
$732K -$27.7K -269 -4%
CAI
2209
Capital Advisors Inc
Oklahoma
$732K -$4.22K -41 -0.6%
MFG
2210
Magnus Financial Group
New York
$731K -$57.2K -556 -7%
HC
2211
Hamilton Capital
Ohio
$730K -$1.65K -16 -0.2%
C
2212
Certuity
Florida
$730K +$126K +1,227 +21%
SIA
2213
SkyView Investment Advisors
New Jersey
$728K -$908K -8,817 -55%
SN
2214
Sittner & Nelson
Oregon
$728K -$9.78K -95 -1%
AA
2215
AlphaQ Advisors
Florida
$727K -$90.7K -881 -11%
SIC
2216
Sterling Investment Counsel
New York
$727K
OFG
2217
OmniStar Financial Group
North Carolina
$727K -$7.02K -68 -1%
ECM
2218
Elgethun Capital Management
South Dakota
$727K +$447K +4,355 +160%
FAM
2219
Fenimore Asset Management
New York
$726K -$1.03K -10 -0.1%
VFA
2220
Voya Financial Advisors
Connecticut
$718K +$147K +1,413 +26%
APWM
2221
Atlas Private Wealth Management
New York
$717K -$63K -612 -8%
BRA
2222
Bender Robert & Associates
California
$717K -$56.6K -550 -7%
FWM
2223
Focused Wealth Management
New York
$714K +$1.65K +16 +0.2%
DFA
2224
Delta Financial Advisors
Louisiana
$713K
MIM
2225
Moseley Investment Management
Florida
$710K +$1.96K +19 +0.3%