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 %
PCTC
2526
Perkins Coie Trust Company
Washington
$499K -$20.8K -180 -4%
BWP
2527
Balboa Wealth Partners
Arizona
$496K -$71.1K -616 -13%
PWA
2528
Physician Wealth Advisors
Utah
$496K
CPRC
2529
Consolidated Portfolio Review Corp
New York
$496K -$8.19K -71 -2%
HWM
2530
Howard Wealth Management
Connecticut
$495K
TCPWM
2531
Traverso Chambers Private Wealth Management
California
$494K
JWM
2532
Janiczek Wealth Management
Colorado
$494K +$20K +173 +4%
FC
2533
Financial Council
Maryland
$494K -$11.4K -99 -2%
E
2534
Ergoteles
New York
$492K +$492K +4,264 New
PCM
2535
Pennsylvania Capital Management
Pennsylvania
$491K +$22.6K +196 +5%
PCM
2536
Piedmont Capital Management
Montana
$490K -$213K -1,848 -30%
PVM
2537
Palogic Value Management
Texas
$490K
HBWM
2538
Hollow Brook Wealth Management
New York
$489K +$194K +1,672 +66%
KOCAA
2539
Knights of Columbus Asset Advisors
Connecticut
$489K -$84.1K -729 -15%
EHWM
2540
Eads & Heald Wealth Management
Georgia
$488K -$34.6K -300 -7%
HCP
2541
Holt Capital Partners
Texas
$488K +$199K +1,725 +69%
TCB
2542
Texas Capital Bancshares
Texas
$487K -$34.5K -299 -7%
PM
2543
Penbrook Management
New York
$485K
MWM
2544
Merriman Wealth Management
Washington
$485K +$7.2K +62 +2%
BG
2545
Benedetti & Gucer
Georgia
$485K +$94.1K +815 +24%
AWM
2546
Aberdeen Wealth Management
Illinois
$484K +$462 +4 +0.1%
TFG
2547
Tilson Financial Group
New Jersey
$483K +$692 +6 +0.1%
PCMC
2548
Private Capital Management (Colorado)
Colorado
$482K -$15.3K -133 -3%
NF
2549
Norwood Financial
Pennsylvania
$480K
MWM
2550
MBE Wealth Management
Wisconsin
$478K +$115 +1 +0%