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 %
CAS
2451
Coppell Advisory Solutions
Texas
$502K +$417K +3,757 +492%
AA
2452
Addison Advisors
Vermont
$501K -$824 -8 -0.2%
SCM
2453
Stevens Capital Management
Pennsylvania
$500K +$500K +4,861 New
LA
2454
Lane & Associates
New Jersey
$499K +$18.4K +179 +4%
FCFC
2455
First Citizens Financial Corp
Iowa
$498K -$12.9K -125 -3%
CCA
2456
Cora Capital Advisors
New Jersey
$497K +$9.47K +92 +2%
PCMC
2457
Paragon Capital Management (Colorado)
Colorado
$497K +$618 +6 +0.1%
MA
2458
MBA Advisors
Pennsylvania
$497K +$412 +4 +0.1%
AC
2459
Annandale Capital
Texas
$496K
RWM
2460
RKL Wealth Management
Pennsylvania
$496K -$15.3K -149 -3%
PCM
2461
Pointe Capital Management
Michigan
$495K +$1.75K +17 +0.4%
OCM
2462
Objective Capital Management
Ohio
$495K -$12.8K -124 -3%
SOS
2463
Silver Oak Securities
Tennessee
$495K +$73.5K +714 +17%
LWM
2464
Liberty Wealth Management
California
$495K +$5.45K +53 +1%
CG
2465
Cutler Group
California
$495K +$274K +2,665 +124%
WI
2466
WrapManager Inc
California
$495K +$68K +660 +16%
MIC
2467
Meridian Investment Counsel
California
$494K
WQ
2468
Wealth Quarterback
New Jersey
$492K +$8.55K +83 +2%
SAM
2469
Sawgrass Asset Management
Florida
$492K +$190K +1,850 +63%
EFM
2470
E Fund Management
China
$491K -$32.1K -312 -6%
FB
2471
First Bancorp
Maine
$491K -$309 -3 -0.1%
GGS
2472
Galvin Gaustad & Stein
Arizona
$491K -$20.7K -201 -4%
NCM
2473
Neumann Capital Management
California
$491K
MWA
2474
Moser Wealth Advisors
Washington
$491K
SWRP
2475
Summit Wealth & Retirement Planning
California
$490K +$206 +2 +0%