2,974 hedge funds and large institutions have $163B invested in Merck in 2022 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 1,365 increasing their positions, 1,111 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,974
Holders Change
-24
Holders Change %
-0.8%
% of All Funds
51.43%
Holding in Top 10
224
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-5.49%
% of All Funds
3.87%
New
121
Increased
1,365
Reduced
1,111
Closed
104
Calls
$2.42B
Puts
$1.79B
Net Calls
+$627M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
2226
Octavia Wealth Advisors
Ohio
$543K -$11.3K -130 -2%
PCM
2227
Princeton Capital Management
New Jersey
$543K
PWM
2228
Paulson Wealth Management
Illinois
$541K -$20.3K -236 -4%
CWA
2229
Clearview Wealth Advisors
Oregon
$541K +$17.8K +207 +3%
HFG
2230
Heron Financial Group
New York
$540K +$13.3K +155 +3%
FIBT
2231
First International Bank & Trust
North Dakota
$539K +$75.3K +875 +16%
CBFP
2232
Cedar Brook Financial Partners
Ohio
$538K +$57.4K +667 +12%
MPW
2233
Monterey Private Wealth
California
$537K +$21.1K +244 +4%
LWM
2234
Liberty Wealth Management
California
$536K +$1.29K +15 +0.2%
HFS
2235
Howard Financial Services
Texas
$536K +$1.98K +23 +0.4%
AA
2236
Addison Advisors
Vermont
$536K +$3.62K +42 +0.7%
WTFG
2237
Wells Trecaso Financial Group
Ohio
$535K -$3.62K -42 -0.7%
SLWA
2238
San Luis Wealth Advisors
California
$535K +$535K +6,211 New
ARMT
2239
Amica Retiree Medical Trust
Rhode Island
$534K -$214K -2,481 -29%
LK
2240
Lumbard & Kellner
New Hampshire
$533K
VWM
2241
Venturi Wealth Management
Texas
$531K -$3.97K -46 -0.7%
EW
2242
Evoke Wealth
California
$531K +$74K +990 +16%
AWM
2243
Altus Wealth Management
Kentucky
$528K +$3.62K +42 +0.7%
SIC
2244
Samalin Investment Counsel
New York
$528K +$47.8K +555 +10%
AC
2245
Avestar Capital
New York
$528K +$157K +1,826 +42%
MIM
2246
Moseley Investment Management
Florida
$525K +$15.9K +185 +3%
ORC
2247
O'Rourke & Company
Massachusetts
$525K +$22K +255 +4%
AWM
2248
Absher Wealth Management
North Carolina
$524K -$42.7K -496 -8%
RZH
2249
Relyea Zuckerberg Hanson
Connecticut
$521K +$33.2K +385 +7%
BPWM
2250
Badgley Phelps Wealth Managers
Washington
$519K +$24.5K +284 +5%