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 %
NRC
2701
New Republic Capital
North Carolina
$352K +$67.8K +634 +24%
BAAM
2702
Baker Avenue Asset Management
California
$352K +$41.5K +390 +13%
BA
2703
Ballew Advisors
Mississippi
$350K +$13K +116 +4%
PPW
2704
Pasadena Private Wealth
California
$350K +$106 +1 +0%
HFS
2705
Heritage Financial Services
Massachusetts
$349K -$21.7K -204 -6%
WIM
2706
Westside Investment Management
California
$349K +$213 +2 +0.1%
WFG
2707
Wills Financial Group
Virginia
$349K +$349K +3,276 New
PFG
2708
Prosperity Financial Group
California
$348K -$7.24K -68 -2%
BFWA
2709
Benchmark Financial Wealth Advisors
Florida
$348K +$7.87K +74 +2%
BAM
2710
Byrne Asset Management
New Jersey
$346K -$12.9K -121 -4%
TA
2711
Tiedemann Advisors
New York
$345K +$1.39K +13 +0.4%
LSWM
2712
Lorne Steinberg Wealth Management
Canada
$343K
RHJA
2713
Rice Hall James & Associates
California
$343K -$56.4K -530 -14%
FW
2714
FirstPurpose Wealth
Utah
$342K +$5.85K +55 +2%
WA
2715
Waterford Advisors
New York
$341K
WWC
2716
Waypoint Wealth Counsel
Georgia
$341K +$5.11K +48 +2%
SSWM
2717
Strait & Sound Wealth Management
California
$341K
GA
2718
Greenspring Advisors
Maryland
$341K +$21K +197 +7%
BB
2719
Bell Bank
North Dakota
$340K -$1.92K -18 -0.6%
GC
2720
Gibson Capital
Pennsylvania
$338K
PCG
2721
Prosperity Consulting Group
Maryland
$338K -$4.36K -41 -1%
RP
2722
Rice Partnership
Hawaii
$337K -$12.6K -118 -4%
BWFA
2723
Baltimore-Washington Financial Advisors
Maryland
$337K -$5.21K -49 -2%
B
2724
Barings
North Carolina
$337K -$25.7K -242 -7%
CCP
2725
Carmel Capital Partners
California
$337K -$8.41K -79 -2%