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 %
KCM
2401
KRS Capital Management
Michigan
$552K +$3.81K +37 +0.7%
OWA
2402
Opal Wealth Advisors
New York
$549K -$128K -1,240 -19%
SPWG
2403
Syntegra Private Wealth Group
Missouri
$549K +$31.4K +305 +6%
HFAS
2404
Hummer Financial Advisory Services
Illinois
$548K
RWG
2405
Regal Wealth Group
California
$548K +$103 +1 +0%
BFAG
2406
Blackston Financial Advisory Group
Florida
$547K +$40K +389 +8%
CIA
2407
Cohen Investment Advisors
New Hampshire
$546K -$48.6K -472 -8%
PIA
2408
Panoramic Investment Advisors
Colorado
$544K +$544K +5,280 New
UL
2409
Unionview LLC
Washington
$542K
FGA
2410
Fortis Group Advisors
New Jersey
$541K +$3.19K +30 +0.6%
EAM
2411
Evanson Asset Management
California
$540K +$42.5K +413 +9%
CC
2412
Cornerstone Capital
California
$540K -$27.8K -270 -5%
APW
2413
Austin Private Wealth
Texas
$540K -$43.8K -425 -8%
V
2414
ViaWealth
Kansas
$539K
PWMG
2415
Provence Wealth Management Group
California
$535K -$137K -1,334 -20%
HFP
2416
Holistic Financial Partners
Indiana
$534K +$20.4K +198 +4%
WF
2417
Wayfinding Financial
Washington
$534K -$24.6K -239 -4%
SFG
2418
Sovereign Financial Group
Connecticut
$533K -$91.6K -890 -15%
PO
2419
Private Ocean
California
$533K
FFG
2420
Fortem Financial Group
California
$531K -$129K -1,256 -20%
MA
2421
MKT Advisors
California
$526K -$5.54K -54 -1%
AFG
2422
ABLE Financial Group
Arizona
$526K -$67.5K -656 -11%
LSC
2423
Lesa Sroufe & Co
Washington
$525K
OBGC
2424
O'Brien Greene & Co
Pennsylvania
$525K
WCFA
2425
Walkner Condon Financial Advisors
Wisconsin
$524K +$29.1K +283 +6%