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 %
AC
2351
Addison Capital
Pennsylvania
$596K +$30.4K +296 +5%
VC
2352
Veracity Capital
Georgia
$596K -$1.07M -10,350 -64%
TPWA
2353
TRUE Private Wealth Advisors
Oregon
$594K +$13.7K +133 +2%
SWIG
2354
Strategic Wealth Investment Group
Kentucky
$594K -$18.1K -176 -3%
CAM
2355
Campion Asset Management
Virginia
$593K
TFGT
2356
TS Financial Group (TSFG)
Illinois
$592K +$10.4K +101 +2%
ACM
2357
Ategra Capital Management
Virginia
$590K -$70.2K -682 -11%
SIS
2358
Sound Income Strategies
Florida
$589K +$926 +9 +0.2%
EFG
2359
Ethos Financial Group
Pennsylvania
$588K +$181K +1,746 +44%
KC
2360
Kingfisher Capital
North Carolina
$588K +$309 +3 +0.1%
ACM
2361
Alethea Capital Management
Washington
$587K -$269K -2,609 -31%
FIM
2362
FWL Investment Management
Texas
$585K -$255K -2,479 -30%
BLAM
2363
Bourne Lent Asset Management
New York
$583K -$30.9K -300 -5%
PBK
2364
Peoples Bank (Kansas)
Kansas
$583K +$583K +5,666 New
BWM
2365
Bulltick Wealth Management
Florida
$583K -$105K -1,017 -15%
SWM
2366
Sugarloaf Wealth Management
Georgia
$583K +$721 +7 +0.1%
LAM
2367
Lynch Asset Management
Pennsylvania
$582K -$103K -1,000 -15%
OCM
2368
Osterweis Capital Management
California
$581K
AP
2369
Advisors Preferred
Maryland
$580K +$580K +5,657 New
JF
2370
Joule Financial
Kentucky
$579K -$257K -2,500 -31%
CBNLCF
2371
Cognios Beta Neutral Large Cap Fund
Kansas
$579K -$107K -1,040 -16%
CA
2372
Cortland Associates
Missouri
$578K -$6.69K -65 -1%
GC
2373
Garde Capital
Washington
$578K +$6.17K +60 +1%
BWG
2374
Beta Wealth Group
California
$577K +$20.7K +201 +4%
ITIM
2375
Indiana Trust & Investment Management
Indiana
$576K +$45.1K +438 +8%