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 %
SFFS
2226
Stonehage Fleming Financial Services
Jersey
$710K -$40.8K -393 -5%
AIM
2227
Aspen Investment Management
Michigan
$707K +$225K +2,185 +47%
OW
2228
Olistico Wealth
Oklahoma
$702K -$4.12K -40 -0.6%
MIFH
2229
Migdal Insurance & Financial Holdings
Israel
$701K +$428K +4,126 +157%
BAM
2230
Bosun Asset Management
Illinois
$700K -$51.5K -500 -7%
WW
2231
Westshore Wealth
California
$700K -$128K -1,246 -15%
IP
2232
Investment Partners
Ohio
$700K +$64.3K +625 +10%
LL
2233
LWMG LLC
Minnesota
$698K -$8.34K -81 -1%
SPC
2234
Stewart & Patten Company
California
$698K -$32.4K -315 -4%
KC
2235
Kenfarb & Co
Kentucky
$697K
VEA
2236
Virtus ETF Advisers
New York
$697K -$824 -8 -0.1%
PTB
2237
Pioneer Trust Bank
Oregon
$696K
BSB
2238
Bangor Savings Bank
Maine
$696K +$12.4K +120 +2%
VWA
2239
V Wealth Advisors
Kansas
$695K -$1.36M -13,248 -66%
LA
2240
LVW Advisors
New York
$693K -$312K -3,033 -31%
PFT
2241
Providence First Trust
Arizona
$692K -$218K -2,120 -24%
LAM
2242
L2 Asset Management
Massachusetts
$691K -$111M -10,752 -99%
AMG
2243
Asset Management Group
Connecticut
$691K +$4.22K +41 +0.6%
RCM
2244
RB Capital Management
Nevada
$691K +$3.81K +37 +0.6%
LFA
2245
Landmark Financial Advisors
Kentucky
$690K -$10.3K -100 -1%
FFP
2246
FourThought Financial Partners
Florida
$690K -$151K -1,467 -18%
TI
2247
Truepoint Inc
Ohio
$690K +$133K +1,290 +24%
OWA
2248
Octavia Wealth Advisors
Ohio
$689K +$64.4K +621 +10%
SIC
2249
Samalin Investment Counsel
New York
$688K +$9.06K +88 +1%
GKWIM
2250
Gerber Kawasaki Wealth & Investment Management
California
$687K +$69K +670 +11%