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 %
HFA
2601
High Falls Advisors
New York
$444K +$577 +5 +0.1%
BOS
2602
Bank of Stockton
California
$444K
MAA
2603
Matrix Asset Advisors
New York
$444K -$20.8K -180 -4%
GS
2604
Gagnon Securities
New York
$443K -$577 -5 -0.1%
KA
2605
Kozak & Associates
Colorado
$443K +$1.6K +14 +0.4%
JCM
2606
Jacobsen Capital Management
Utah
$442K +$56.4K +489 +15%
PFP
2607
Paragon Financial Partners
California
$442K +$11.7K +101 +3%
CCG
2608
Coastwise Capital Group
California
$440K -$94.8K -822 -18%
FCM
2609
Firestone Capital Management
Florida
$440K -$4.54K -43 -1%
SAM
2610
Simplify Asset Management
Nevada
$438K +$109K +946 +33%
ATIA
2611
American Trust Investment Advisors
New Hampshire
$437K +$923 +8 +0.2%
SHGA
2612
Sand Hill Global Advisors
California
$436K -$13.5K -117 -3%
TIM
2613
Tortoise Investment Management
New York
$435K
SWM
2614
Seed Wealth Management
Illinois
$435K
CF
2615
Corrigan Financial
Rhode Island
$435K +$923 +8 +0.2%
CAG
2616
Curtis Advisory Group
California
$435K
NED
2617
Nancy E. Dempze
$434K
FNBOSM
2618
First National Bank of South Miami
Florida
$434K -$20.7K -179 -5%
BMC
2619
Benin Management Corp
Connecticut
$434K +$7.15K +62 +2%
SCM
2620
SOL Capital Management
Maryland
$433K -$20.8K -180 -5%
ME
2621
McIlrath & Eck
Washington
$432K -$30.6K -265 -7%
SPWG
2622
Sage Private Wealth Group
Illinois
$432K +$346 +3 +0.1%
TWA
2623
Talisman Wealth Advisors
New Jersey
$431K +$22.7K +197 +6%
SCM
2624
Stonehearth Capital Management
Massachusetts
$431K
GA
2625
Goldstein Advisors
Wisconsin
$430K -$27K -234 -6%