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 %
CGH
2551
CMG Global Holdings
Texas
$478K
WI
2552
WrapManager Inc
California
$478K -$38.8K -336 -8%
PWM
2553
Palumbo Wealth Management
New York
$478K -$938K -8,128 -66%
SC
2554
Schubert & Co
Texas
$477K +$2.89K +25 +0.6%
ACA
2555
Affinity Capital Advisors
California
$475K +$4.96K +43 +1%
TFO
2556
Tarbox Family Office
California
$475K
PFWA
2557
Paces Ferry Wealth Advisors
Georgia
$474K +$23.2K +201 +5%
CWG
2558
Crown Wealth Group
North Carolina
$473K -$62.3K -540 -12%
AA
2559
Aire Advisors
California
$473K +$2.54K +22 +0.5%
SOS
2560
Silver Oak Securities
Tennessee
$472K +$56.8K +493 +14%
RCG
2561
Regatta Capital Group
California
$471K +$26.1K +226 +6%
MIS
2562
Morningstar Investment Services
Illinois
$471K +$182K +1,604 +63%
CICI
2563
Capital Investment Counsel Inc
North Carolina
$471K -$16.2K -140 -3%
FA
2564
Faithward Advisors
Pennsylvania
$471K +$228K +2,122 +94%
PSC
2565
Prentiss Smith & Co
Vermont
$469K
XSC
2566
X-Square Capital
Puerto Rico
$469K -$57.5K -499 -11%
PS
2567
Planned Solutions
California
$469K +$5.89K +51 +1%
MCM
2568
Mendel Capital Management
Arkansas
$469K +$2.77K +24 +0.6%
AWA
2569
Amplius Wealth Advisors
Pennsylvania
$467K +$38.8K +336 +9%
OAM
2570
Oak Asset Management
California
$467K
AMCA
2571
Arthur M. Cohen & Associates
Illinois
$467K +$80.8K +700 +21%
GIP
2572
Greatmark Investment Partners
Georgia
$466K -$57.7K -500 -11%
JF
2573
Jump Financial
Illinois
$466K +$466K +4,038 New
KJHP
2574
K.J. Harrison & Partners
Ontario, Canada
$466K +$466K +4,050 New
SWA
2575
Sax Wealth Advisors
New Jersey
$465K +$231 +2 +0%