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 %
VFP
2676
Verus Financial Partners
Virginia
$400K +$1.4K +13 +0.4%
SLG
2677
Stanley-Laman Group
Pennsylvania
$399K +$808 +7 +0.2%
TAM
2678
Taurus Asset Management
New York
$398K
SPI
2679
Santori & Peters Inc
Pennsylvania
$398K +$1.27K +11 +0.3%
VBFG
2680
Vishria Bird Financial Group
Tennessee
$398K
GB
2681
Goepper Burkhardt
South Carolina
$397K -$5.77K -50 -1%
TWM
2682
Tradition Wealth Management
Minnesota
$397K -$7.95K -69 -2%
SSW
2683
Smith Shellnut Wilson
Mississippi
$397K -$12.7K -110 -3%
MF
2684
Manchester Financial
California
$395K +$1.15K +10 +0.3%
WIA
2685
World Investment Advisors
California
$395K +$167K +1,438 +73%
OWA
2686
One Wealth Advisors
California
$394K -$26K -225 -6%
CC
2687
Constitution Capital
Connecticut
$392K
WHCI
2688
W.H. Cornerstone Investments
Massachusetts
$392K +$27.4K +237 +8%
BWM
2689
Birchcreek Wealth Management
Ohio
$392K
PBF
2690
Petix & Botte Financial
California
$392K +$392K +3,396 New
GP
2691
Greenline Partners
New York
$390K
CWM
2692
Cahaba Wealth Management
Georgia
$390K -$5.08K -44 -1%
PA
2693
PSI Advisors
Florida
$390K +$692 +6 +0.2%
Fiera Capital (Canada)
2694
Fiera Capital (Canada)
Quebec, Canada
$389K
CSWG
2695
Cardinal Strategic Wealth Guidance
Kentucky
$388K +$6K +52 +2%
LFA
2696
Laraway Financial Advisors
Minnesota
$388K -$28.9K -250 -7%
PFG
2697
Prosperity Financial Group
California
$388K +$11K +95 +3%
PCM
2698
Palisade Capital Management
New Jersey
$388K +$5.89K +51 +2%
BFIC
2699
Bedell Frazier Investment Counselling
California
$388K +$80.8K +700 +26%
OCPWS
2700
One Charles Private Wealth Services
Massachusetts
$385K -$2.89K -25 -0.7%