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 %
ACP
2301
Aveo Capital Partners
Colorado
$643K -$3.81K -37 -0.6%
JSL
2302
JT Stratford LLC
Georgia
$640K -$597K -5,803 -48%
PIA
2303
Perennial Investment Advisors
California
$640K -$7K -68 -1%
CWM
2304
Chemistry Wealth Management
New York
$639K
JGGDR
2305
JGP Global Gestao de Recursos
Brazil
$638K -$6.9K -67 -1%
IAS
2306
Investment Advisory Services
Texas
$637K -$18.5K -180 -3%
CL
2307
CSS LLC
Illinois
$637K +$225K +2,188 +55%
LWANC
2308
Laurel Wealth Advisors (North Carolina)
North Carolina
$634K -$2.27K -22 -0.4%
BFC
2309
Bedel Financial Consulting
Indiana
$634K -$1.65K -16 -0.3%
BCB
2310
Brian C. Broderick
$631K
MIS
2311
Morningstar Investment Services
Illinois
$630K +$197K +1,885 +45%
D
2312
Diversified
Delaware
$629K +$37.6K +365 +6%
SGK
2313
Steigerwald Gordon & Koch
Virginia
$627K +$29.1K +283 +5%
PB
2314
Pinnacle Bancorp
Nebraska
$625K +$39.1K +380 +7%
HI
2315
Human Investing
Oregon
$624K -$555K -5,390 -47%
WC
2316
Westhampton Capital
North Carolina
$623K +$623K +6,056 New
BOM
2317
Bank of Marin
California
$620K -$41.2K -400 -6%
CFS
2318
Commonwealth Financial Services
West Virginia
$619K +$619K +6,017 New
GCC
2319
Game Creek Capital
Massachusetts
$618K -$64.3K -625 -9%
GWM
2320
Greenwich Wealth Management
Connecticut
$617K -$152K -1,478 -20%
SAM
2321
S.A. Mason
Michigan
$617K -$2.16K -21 -0.3%
CBFP
2322
Cedar Brook Financial Partners
Ohio
$616K -$65.9K -640 -10%
WWM
2323
Wagner Wealth Management
South Carolina
$614K +$45.8K +445 +8%
CCM
2324
Cohen Capital Management
California
$614K
BCM
2325
Boltwood Capital Management
California
$613K -$12.9K -125 -2%