3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
BBW
2501
Blue Barn Wealth
Utah
$471K -$87.9K -826 -16%
CAM
2502
Close Asset Management
United Kingdom
$471K -$115K -1,080 -20%
BIA
2503
BHK Investment Advisors
Alabama
$470K +$24.7K +232 +6%
SC
2504
Shay Capital
New York
$469K +$469K +4,411 New
HWMG
2505
Hurlow Wealth Management Group
Indiana
$468K +$638 +6 +0.1%
CSA
2506
Cottage Street Advisors
Massachusetts
$467K +$467K +4,386 New
FC
2507
Financial Council
Maryland
$466K +$20.2K +190 +5%
PCM
2508
Perritt Capital Management
Illinois
$465K
CPRC
2509
Consolidated Portfolio Review Corp
New York
$465K +$465K +4,368 New
CCA
2510
Cora Capital Advisors
New Jersey
$465K +$9.58K +90 +2%
VCP
2511
Verus Capital Partners
Arizona
$464K +$21.4K +201 +5%
MAWA
2512
Moss Adams Wealth Advisors
Washington
$464K +$36.2K +338 +8%
FAG
2513
Fortitude Advisory Group
Washington
$463K +$2.02K +19 +0.4%
IVP
2514
Intrinsic Value Partners
Arizona
$462K -$14.9K -140 -3%
CIA
2515
Compass Ion Advisors
Pennsylvania
$462K +$4.47K +42 +1%
KWS
2516
Keystone Wealth Services
California
$462K +$1.81K +17 +0.4%
KFA
2517
Kelleher Financial Advisors
New York
$461K -$96.5K -907 -17%
JF
2518
JSF Financial
California
$461K -$599K -5,631 -57%
PCMC
2519
Private Capital Management (Colorado)
Colorado
$459K +$166K +1,557 +56%
GAG
2520
Goodman Advisory Group
Massachusetts
$459K -$2.68M -25,162 -85%
EWM
2521
Executive Wealth Management
Michigan
$458K +$13.2K +124 +3%
AGA
2522
Arkos Global Advisors
Texas
$457K +$46.6K +438 +11%
HWM
2523
Howard Wealth Management
Connecticut
$457K
AMC
2524
Asset Management Corp
Illinois
$456K -$34.8K -327 -7%
TCPWM
2525
Traverso Chambers Private Wealth Management
California
$456K +$89.3K +839 +24%