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 %
PVM
2526
Palogic Value Management
Texas
$452K
HWM
2527
Hemington Wealth Management
Virginia
$451K -$17.8K -167 -4%
LWM
2528
Lyell Wealth Management
California
$451K +$13.2K +124 +3%
ES
2529
ETF Store
Kansas
$450K +$932 +8 +0.2%
CICI
2530
Capital Investment Counsel Inc
North Carolina
$449K
FCM
2531
Firestone Capital Management
Florida
$448K -$15.2K -143 -3%
PM
2532
Penbrook Management
New York
$447K
SCA
2533
St. Clair Advisors
Ohio
$447K +$447K +4,200 New
FAFN
2534
First Affirmative Financial Network
Colorado
$447K +$36.7K +345 +9%
AWM
2535
Aberdeen Wealth Management
Illinois
$445K +$532 +5 +0.1%
TFG
2536
Tilson Financial Group
New Jersey
$445K
HCP
2537
Hexagon Capital Partners
Arkansas
$444K -$103K -972 -19%
KC
2538
Kinloch Capital
Virginia
$443K +$1.49K +14 +0.3%
NF
2539
Norwood Financial
Pennsylvania
$442K
JFG
2540
Jefferies Financial Group
New York
$441K -$3.17M -29,755 -88%
MWM
2541
MBE Wealth Management
Wisconsin
$441K
CGH
2542
CMG Global Holdings
Texas
$441K
MWM
2543
Merriman Wealth Management
Washington
$441K +$49K +458 +13%
TA
2544
TFB Advisors
Kansas
$439K -$17.8K -167 -4%
MPIA
2545
Mountain Pacific Investment Advisers
Idaho
$439K -$125K -1,174 -22%
PCA
2546
Prosperity Capital Advisors
Ohio
$438K -$12.9K -121 -3%
TFO
2547
Tarbox Family Office
California
$438K -$45.2K -425 -9%
MHR
2548
Matthew Hamilton Rosenberg
$437K +$106 +1 +0%
SC
2549
Schubert & Co
Texas
$437K -$51.2K -481 -10%
GAM
2550
Grandview Asset Management
Pennsylvania
$436K