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 %
HFS
2701
Heritage Financial Services
Massachusetts
$384K +$5.77K +50 +2%
ANB
2702
Amarillo National Bank
Texas
$383K +$692 +6 +0.2%
OP
2703
ORG Partners
Indiana
$383K +$383K +3,350 New
Financial Engines Advisors
2704
Financial Engines Advisors
California
$382K -$1.12M -9,651 -75%
CCM
2705
Chiron Capital Management
Florida
$381K +$22.6K +196 +6%
FA
2706
Fortis Advisors
Pennsylvania
$381K -$80.8K -700 -18%
PPW
2707
Pasadena Private Wealth
California
$379K -$115 -1 -0%
GAM
2708
Gemmer Asset Management
California
$379K +$23.8K +206 +7%
GWAG
2709
Garrett Wealth Advisory Group
Texas
$379K +$18.3K +159 +5%
WFG
2710
Wills Financial Group
Virginia
$378K
FG
2711
Foster Group
Iowa
$378K +$48K +416 +15%
FOA
2712
Five Oceans Advisors
California
$376K -$7.04K -61 -2%
CCM
2713
Carlson Capital Management
Minnesota
$376K -$151K -1,310 -29%
BFWA
2714
Benchmark Financial Wealth Advisors
Florida
$376K -$1.39K -12 -0.4%
BAM
2715
Byrne Asset Management
New Jersey
$375K
AP
2716
Adero Partners
California
$375K -$81.5K -706 -18%
IWN
2717
Independent Wealth Network
Iowa
$375K -$40K -347 -10%
WIM
2718
Westside Investment Management
California
$374K -$4.39K -38 -1%
WPA
2719
Winning Points Advisors
Florida
$373K +$1.42K +13 +0.4%
SW
2720
SkyOak Wealth
Michigan
$373K +$12.1K +105 +3%
BAG
2721
Briggs Advisory Group
Rhode Island
$372K +$20.3K +176 +6%
LFG
2722
Lockerman Financial Group
California
$371K -$62.1K -538 -14%
WA
2723
Waterford Advisors
New York
$370K
GC
2724
Gibson Capital
Pennsylvania
$369K +$2.08K +18 +0.6%
TC
2725
Trilogy Capital
California
$369K +$63.8K +578 +21%