3,238 hedge funds and large institutions have $223B invested in Merck in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,223 increasing their positions, 1,454 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,238
Holders Change
+76
Holders Change %
+2.4%
% of All Funds
51.06%
Holding in Top 10
258
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.77%
% of All Funds
4.07%
New
186
Increased
1,223
Reduced
1,454
Closed
87
Calls
$2.02B
Puts
$1.78B
Net Calls
+$247M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Shares
Change %
SSA
2476
South Street Advisors
New York
$541K +$114K +987 +27%
CCM
2477
Coerente Capital Management
Ontario, Canada
$540K
LA
2478
Lane & Associates
New Jersey
$539K +$21.2K +184 +4%
PPP
2479
Private Portfolio Partners
New Jersey
$538K +$808 +7 +0.2%
RCM
2480
Rain Capital Management
Oregon
$538K +$2.54K +22 +0.5%
FCIM
2481
Fairview Capital Investment Management
California
$537K
DS
2482
DRW Securities
Illinois
$536K -$843K -7,304 -61%
VCP
2483
Verus Capital Partners
Arizona
$535K +$32.2K +279 +6%
CFA
2484
CWS Financial Advisors
Michigan
$532K -$3.69K -32 -0.7%
CAL
2485
Capital Advisors Ltd
Ohio
$532K +$240K +2,083 +82%
MFC
2486
Morris Financial Concepts
South Carolina
$531K +$186K +1,614 +54%
SMA
2487
Seven Mile Advisory
New Jersey
$529K +$529K +4,587 New
NRA
2488
NSI Retail Advisors
Pennsylvania
$529K -$80.7K -700 -13%
AIP
2489
Almanack Investment Partners
Pennsylvania
$527K -$7.62K -66 -1%
EBSAM
2490
Eubel Brady & Suttman Asset Management
Ohio
$525K +$462 +4 +0.1%
AGA
2491
Arkos Global Advisors
Texas
$523K +$27.4K +237 +6%
SWM
2492
Sendero Wealth Management
Texas
$521K +$521K +4,518 New
WFMPM
2493
Woodley Farra Manion Portfolio Management
Indiana
$521K +$191K +1,644 +58%
FSG
2494
Financial Strategies Group
Michigan
$519K
KIC
2495
Keating Investment Counselors
Florida
$519K -$254K -2,200 -33%
RA
2496
Rise Advisors
New York
$518K -$8.42K -73 -2%
PEA
2497
Park Edge Advisors
Ohio
$518K -$5.77K -50 -1%
NEWAS
2498
N.E.W. Advisory Services
Wisconsin
$518K -$9.69K -84 -2%
DOA
2499
D'Orazio & Associates
Virginia
$518K +$63.1K +547 +14%
LCM
2500
Liberty Capital Management
Michigan
$517K