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 %
FPFS
2651
First Personal Financial Services
North Carolina
$379K -$324K -3,050 -46%
AP
2652
Arlington Partners
Alabama
$379K +$221K +2,077 +140%
WOSD
2653
WFA of San Diego
California
$378K -$36.1K -339 -9%
BONST
2654
Bank of Nova Scotia Trust
Ontario, Canada
$378K -$309K -2,909 -45%
SSW
2655
Smith Shellnut Wilson
Mississippi
$378K
CFS
2656
Cannon Financial Strategists
Georgia
$376K -$21K -197 -5%
TWA
2657
Talisman Wealth Advisors
New Jersey
$376K +$93.4K +879 +33%
SIG
2658
Spinnaker Investment Group
California
$375K +$70.4K +662 +23%
RFA
2659
RTD Financial Advisors
Pennsylvania
$375K -$378K -3,551 -50%
IW
2660
Instrumental Wealth
Florida
$375K +$375K +3,173 New
TWM
2661
Tradition Wealth Management
Minnesota
$374K +$22.2K +209 +6%
TFCP
2662
Twin Focus Capital Partners
Massachusetts
$374K
NCM
2663
Next Capital Management
New York
$374K
NFSG
2664
Newbridge Financial Services Group
Florida
$373K -$22.3K -210 -6%
DA
2665
Dillon & Associates
Michigan
$373K +$11.6K +110 +3%
CIG
2666
Cairn Investment Group
Washington
$372K -$34.8K -327 -9%
RCG
2667
Rock Creek Group
District of Columbia
$372K -$87.1K -819 -19%
GB
2668
Goepper Burkhardt
South Carolina
$371K
B
2669
Bellecapital
Switzerland
$371K
SPWM
2670
Schrum Private Wealth Management
Florida
$371K -$1.6K -15 -0.4%
OFW
2671
Omnia Family Wealth
Florida
$370K -$37.5K -350 -9%
GCA
2672
Guardian Capital Advisors
Ontario, Canada
$370K -$3.07K -27 -0.8%
BA
2673
Ballast Advisors
Minnesota
$369K +$21.9K +206 +6%
SWP
2674
Semus Wealth Partners
Florida
$368K -$60.1K -565 -14%
TAM
2675
Taurus Asset Management
New York
$367K