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 %
ARC
2626
Advisor Resource Council
Texas
$393K +$393K +3,500 New
KFA
2627
Krane Funds Advisors
New York
$393K -$175K -1,554 -31%
WFAG
2628
Worth Financial Advisory Group
North Carolina
$392K +$89K +837 +29%
AIFAIM
2629
American Institute for Advanced Investment Management
Arizona
$392K +$3.09K +29 +0.8%
CWG
2630
Cornerstone Wealth Group
North Carolina
$391K -$7.02K -66 -2%
PA
2631
Perennial Advisors
New York
$391K
IIM
2632
Ironwood Investment Management
Massachusetts
$391K
WCG
2633
Weaver Consulting Group
California
$389K +$532 +5 +0.1%
CAWM
2634
Capital Advisors Wealth Management
Washington
$389K +$18.4K +173 +5%
FMP
2635
Financial Management Professionals
Texas
$388K +$33K +310 +9%
OWA
2636
One Wealth Advisors
California
$388K -$20.4K -192 -5%
LFA
2637
LGT Financial Advisors
Texas
$386K +$386K +3,632 New
BA
2638
Bluesphere Advisors
Pennsylvania
$386K +$106 +1 +0%
ABP
2639
Arthur B. Page
$385K
LFA
2640
Laraway Financial Advisors
Minnesota
$385K -$42.6K -400 -10%
SG
2641
Somerset Group
Minnesota
$384K
CWMGP
2642
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$384K -$14K -132 -4%
MAM
2643
McLean Asset Management
Virginia
$384K -$47.7K -448 -11%
SOW
2644
State of Wyoming
Wyoming
$384K -$126K -1,182 -25%
NQWM
2645
Northwest Quadrant Wealth Management
Oregon
$383K +$1.17K +11 +0.3%
SOS
2646
Silver Oak Securities
Tennessee
$383K +$47.4K +446 +14%
IWN
2647
Independent Wealth Network
Iowa
$383K -$26.9K -253 -7%
PSCM
2648
Per Stirling Capital Management
Texas
$383K -$23.4K -220 -6%
BDF
2649
Black Diamond Financial
Maryland
$381K +$27.4K +258 +8%
RWP
2650
Revolve Wealth Partners
New Jersey
$381K -$34K -320 -8%