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 %
SCP
2626
Seizert Capital Partners
Michigan
$429K
CAWM
2627
Capital Advisors Wealth Management
Washington
$429K +$7.27K +63 +2%
FMP
2628
Financial Management Professionals
Texas
$429K +$8.88K +77 +2%
FNBSF
2629
First National Bank Sioux Falls
South Dakota
$429K
OKSA
2630
O'Keefe Stevens Advisory
New York
$429K
RWP
2631
Revolve Wealth Partners
New Jersey
$428K +$15.3K +133 +4%
CWM
2632
Centurion Wealth Management
Virginia
$427K
BCM
2633
Bluefin Capital Management
New York
$427K +$427K +3,700 New
BIA
2634
Benchmark Investment Advisors
Illinois
$427K -$23.7K -205 -5%
PSCM
2635
Per Stirling Capital Management
Texas
$426K +$11.4K +99 +3%
CWM
2636
Castle Wealth Management
Florida
$425K -$86.9K -748 -17%
IIM
2637
Ironwood Investment Management
Massachusetts
$424K
MHR
2638
Matthew Hamilton Rosenberg
$423K -$51.5K -446 -11%
MAM
2639
McLean Asset Management
Virginia
$422K +$5.65K +49 +1%
HPM
2640
Hoxton Planning & Management
West Virginia
$422K -$26.5K -230 -6%
FNA
2641
First National Advisers
Nebraska
$422K -$25.4K -220 -6%
AIFAIM
2642
American Institute for Advanced Investment Management
Arizona
$421K -$3.35K -29 -0.8%
BW
2643
BIP Wealth
Georgia
$421K -$104K -899 -20%
IIM
2644
InTrack Investment Management
Vermont
$421K -$147K -1,275 -26%
TPM
2645
Triasima Portfolio Management
Quebec, Canada
$421K +$421K +2,755 New
EFG
2646
Ethos Financial Group
Pennsylvania
$421K
DCBT
2647
Dakota Community Bank & Trust
North Dakota
$420K -$20.8K -180 -5%
ICP
2648
Interchange Capital Partners
Pennsylvania
$419K -$880K -7,616 -68%
CWMGP
2649
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$419K +$2.19K +19 +0.5%
BA
2650
Bluesphere Advisors
Pennsylvania
$419K +$231 +2 +0.1%