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 %
KCFA
2326
Key Client Fiduciary Advisors
New Jersey
$613K +$22.4K +218 +4%
I
2327
InceptionR
California
$611K +$611K +5,937 New
AC
2328
Apella Capital
Connecticut
$611K +$26.4K +256 +5%
MWC
2329
MBM Wealth Consultants
Missouri
$610K +$15K +144 +3%
CCIA
2330
Cherry Creek Investment Advisors
Colorado
$609K -$618 -6 -0.1%
SBF
2331
Sara-Bay Financial
Florida
$609K +$104K +1,013 +21%
SAM
2332
Summit Asset Management
Tennessee
$608K +$23.7K +230 +4%
LIM
2333
Lathrop Investment Management
Arkansas
$607K
APW
2334
Acima Private Wealth
Virginia
$607K
AP
2335
Adero Partners
California
$606K +$272K +2,639 +81%
Members Trust
2336
Members Trust
Florida
$606K -$25.4K -244 -4%
FSA
2337
Financial Security Advisor
Virginia
$605K +$605K +5,832 New
VCP
2338
Verus Capital Partners
Arizona
$604K +$126K +1,228 +26%
CWM
2339
Concentric Wealth Management
California
$603K -$2.78K -27 -0.5%
LT
2340
Legacy Trust
Michigan
$603K
USB
2341
Union Savings Bank
Connecticut
$602K +$44.9K +436 +8%
WP
2342
Westmount Partners
California
$601K -$1.34K -13 -0.2%
CFO
2343
Collective Family Office
Pennsylvania
$601K -$57.8K -561 -9%
EWS
2344
Evergreen Wealth Solutions
Pennsylvania
$600K -$32.9K -320 -5%
WTFG
2345
Wells Trecaso Financial Group
Ohio
$600K
SMH
2346
Sanders Morris Harris
Texas
$599K
THWM
2347
Taylor Hoffman Wealth Management
Virginia
$599K
TP
2348
Tranquility Partners
Tennessee
$596K +$31.7K +308 +6%
SFS
2349
Summit Financial Strategies
Ohio
$596K -$38.2K -371 -6%
UOC
2350
UBS O'Connor
Illinois
$596K