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 %
CA
2251
Crumly & Associates
Illinois
$687K +$40K +389 +6%
OFG
2252
Oxford Financial Group
Indiana
$687K -$233K -2,262 -25%
GS
2253
GTS Securities
New York
$683K +$683K +6,630 New
KOC
2254
Koss-Olinger Consulting
Florida
$682K -$18K -175 -3%
CAC
2255
Certified Advisory Corp
Florida
$681K +$490K +15,779 +257%
AA
2256
Alta Advisers
United Kingdom
$679K
MPW
2257
Monterey Private Wealth
California
$677K +$2.27K +22 +0.3%
BIM
2258
Baldwin Investment Management
Pennsylvania
$676K -$41.2K -400 -6%
CW
2259
Channel Wealth
California
$676K -$22.8K -221 -3%
MC
2260
Mathes Company
New York
$674K
TFF
2261
The Family Firm
Maryland
$674K +$3.6K +35 +0.5%
MAG
2262
MRA Advisory Group
New Jersey
$673K -$47.4K -460 -7%
NFG
2263
Nadler Financial Group
Illinois
$672K +$824 +8 +0.1%
OCM
2264
Orion Capital Management
California
$672K -$66.9K -650 -9%
BFPW
2265
BOK Financial Private Wealth
Colorado
$672K -$22.2K -214 -3%
CCA
2266
Cottonwood Capital Advisors
Utah
$671K -$11.3K -110 -2%
GPI
2267
General Partner Inc
Pennsylvania
$671K
DIM
2268
Delta Investment Management
California
$669K +$5.35K +52 +0.8%
FWA
2269
FSM Wealth Advisors
Ohio
$669K -$88.3K -858 -12%
LCM
2270
Landscape Capital Management
New Jersey
$669K +$669K +6,496 New
CSI
2271
Cross Staff Investments
New York
$668K
ACA
2272
Atlas Capital Advisors
Wyoming
$667K -$14K -136 -2%
DCM
2273
DGS Capital Management
New Jersey
$667K -$14.9K -145 -2%
VWM
2274
Venturi Wealth Management
Texas
$666K +$15K +146 +2%
IA
2275
IFG Advisors
Missouri
$665K