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 %
SCA
2376
St. Clair Advisors
Ohio
$575K
WA
2377
Wambolt & Associates
Colorado
$573K +$73.8K +720 +15%
AFT
2378
Alpha Family Trust
California
$572K -$115K -1,115 -17%
BWA
2379
Burt Wealth Advisors
Maryland
$571K
FAFN
2380
First Affirmative Financial Network
Colorado
$571K +$35.2K +342 +7%
CCT
2381
Capital City Trust
Florida
$569K -$29K -282 -5%
IF
2382
Ironwood Financial
Arizona
$569K +$30.7K +298 +6%
BSSFA
2383
Baron Silver Stevens Financial Advisors
Florida
$569K -$15.2K -148 -3%
DTC
2384
Davidson Trust Company
Washington
$568K +$11.9K +116 +2%
JWM
2385
Janiczek Wealth Management
Colorado
$568K +$128K +1,239 +29%
KLCM
2386
KG&L Capital Management
Louisiana
$567K -$37.8K -366 -6%
TA
2387
TFG Advisers
Michigan
$567K +$110K +1,070 +24%
WP
2388
Waycross Partners
Kentucky
$566K
MIA
2389
Milestone Investment Advisors
Wisconsin
$566K +$566K +5,499 New
MFP
2390
Meridian Financial Partners
Virginia
$566K -$113K -1,125 -17%
KIC
2391
Keating Investment Counselors
Florida
$566K +$103K +1,000 +22%
KIA
2392
KLR Investment Advisors
Rhode Island
$563K -$48.4K -452 -8%
RGC
2393
Roberts, Glore & Co
Illinois
$562K -$8.75K -85 -2%
FC
2394
FCA Corp
Texas
$561K -$28K -272 -5%
BST
2395
Bath Savings Trust
Maine
$560K -$5.15K -50 -0.9%
DWM
2396
Defined Wealth Management
Oregon
$559K +$7.62K +74 +1%
LGG
2397
Luts & Greenleigh Group
Maryland
$559K -$20K -194 -3%
TWP
2398
Tempus Wealth Planning
California
$559K -$406K -3,946 -42%
HCM
2399
Hollencrest Capital Management
California
$558K +$103 +1 +0%
LA
2400
Latitude Advisors
Florida
$557K -$6.18K -60 -1%