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 %
GIM
2501
Guild Investment Management
California
$517K
CFD
2502
Creative Financial Designs
Indiana
$515K +$1.27K +11 +0.2%
EWM
2503
Executive Wealth Management
Michigan
$514K +$18K +156 +4%
3F
2504
360 Financial
Minnesota
$513K +$115 +1 +0%
AAM
2505
Alphadyne Asset Management
New York
$513K +$513K +4,442 New
TA
2506
TFG Advisers
Michigan
$512K +$59.4K +515 +13%
CMS
2507
Capital Market Strategies
Florida
$509K +$509K +4,415 New
CWA
2508
Clearview Wealth Advisors
Oregon
$509K -$6K -52 -1%
BAM
2509
Boyar Asset Management
New York
$509K -$5.19K -45 -1%
MAWA
2510
Moss Adams Wealth Advisors
Washington
$507K +$4.3K +37 +0.9%
HWMG
2511
Hurlow Wealth Management Group
Indiana
$507K -$692 -6 -0.1%
CSA
2512
Cottage Street Advisors
Massachusetts
$506K
FAG
2513
Fortitude Advisory Group
Washington
$506K +$3.81K +33 +0.8%
PGWM
2514
Parisi Gray Wealth Management
New Jersey
$504K
GFWA
2515
Grey Fox Wealth Advisors
Delaware
$503K -$326K -2,811 -39%
SIM
2516
SSI Investment Management
California
$503K -$87.7K -760 -15%
WCM
2517
Wedge Capital Management
North Carolina
$502K -$13K -113 -3%
IVP
2518
Intrinsic Value Partners
Arizona
$502K
KWS
2519
Keystone Wealth Services
California
$501K +$231 +2 +0%
BIA
2520
BHK Investment Advisors
Alabama
$501K -$8.42K -73 -2%
RA
2521
Riverstone Advisors
Texas
$501K +$36.3K +315 +8%
MSRI
2522
Michael S. Ryan Inc
New York
$500K +$500K +4,374 New
JF
2523
JSF Financial
California
$500K
DFCM
2524
Dark Forest Capital Management
Puerto Rico
$499K +$499K +4,325 New
PCM
2525
Perritt Capital Management
Illinois
$499K -$5.77K -50 -1%