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 %
EP
2551
Edgestream Partners
New Jersey
$435K -$382K -3,589 -47%
VFP
2552
Verus Financial Partners
Virginia
$435K -$5.28K -45 -1%
ACA
2553
Affinity Capital Advisors
California
$434K
AA
2554
Aire Advisors
California
$433K -$60.7K -570 -12%
PSC
2555
Prentiss Smith & Co
Vermont
$433K
WCFA
2556
Walkner Condon Financial Advisors
Wisconsin
$432K -$20.3K -191 -4%
PCM
2557
Pennsylvania Capital Management
Pennsylvania
$432K
HFM
2558
Hartford Funds Management
Pennsylvania
$430K +$83.6K +786 +24%
OAM
2559
Oak Asset Management
California
$430K
MCM
2560
Mendel Capital Management
Arkansas
$430K +$2.45K +23 +0.6%
SWA
2561
Sax Wealth Advisors
New Jersey
$429K -$78.1K -734 -15%
MAA
2562
Matrix Asset Advisors
New York
$428K -$16K -150 -4%
RA
2563
Riverstone Advisors
Texas
$428K
RCG
2564
Regatta Capital Group
California
$428K
CCM
2565
Crew Capital Management
Ohio
$428K -$40.9K -384 -9%
PS
2566
Planned Solutions
California
$427K
ME
2567
McIlrath & Eck
Washington
$427K +$22.7K +213 +6%
ACM
2568
Alethea Capital Management
Washington
$426K
FA
2569
Fortis Advisors
Pennsylvania
$426K
LAI
2570
Legal Advantage Investments
California
$426K
PIA
2571
Powell Investment Advisors
Florida
$423K -$10.3K -96 -2%
FPGK
2572
Financial Partners Group (Kansas)
Kansas
$423K -$3.94K -37 -0.9%
CCM
2573
Compton Capital Management
Rhode Island
$423K -$834K -7,840 -66%
GA
2574
Goldstein Advisors
Wisconsin
$421K +$12.6K +118 +3%
AP
2575
Adero Partners
California
$421K -$25.6K -241 -6%