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 %
SCA
2726
Sandy Cove Advisors
Massachusetts
$337K +$638 +6 +0.2%
RCM
2727
Requisite Capital Management
Texas
$336K -$44.5K -415 -12%
WHCI
2728
W.H. Cornerstone Investments
Massachusetts
$336K +$96.5K +907 +40%
CMI
2729
Clare Market Investments
Texas
$334K -$261K -2,457 -44%
PP
2730
PFS Partners
New Jersey
$334K +$9.9K +93 +3%
CCM
2731
Chickasaw Capital Management
Tennessee
$334K
SW
2732
SkyOak Wealth
Michigan
$333K +$28.2K +265 +9%
GWAG
2733
Garrett Wealth Advisory Group
Texas
$332K +$39.4K +370 +13%
PAG
2734
Powers Advisory Group
Illinois
$331K +$1.7K +16 +0.5%
CCM
2735
Chiron Capital Management
Florida
$330K -$95.7K -900 -22%
MGWM
2736
Marks Group Wealth Management
Minnesota
$330K
OPCM
2737
Osborne Partners Capital Management
California
$330K +$41K +385 +14%
JCM
2738
Jag Capital Management
Missouri
$329K -$150K -1,413 -31%
MFWP
2739
Mosaic Family Wealth Partners
Missouri
$328K -$1.38K -13 -0.4%
GAM
2740
Gemmer Asset Management
California
$327K -$90.5K -851 -22%
CPWA
2741
Cerro Pacific Wealth Advisors
California
$327K -$213 -2 -0.1%
ACM
2742
Antonetti Capital Management
Florida
$326K
LAS
2743
LWM Advisory Services
Florida
$326K +$214 +2 +0.1%
FH
2744
FWG Holdings
Florida
$326K -$80.8K -760 -20%
WWM
2745
Windsor Wealth Management
Indiana
$325K -$14.1K -125 -4%
DDPIC
2746
Deroy & Devereaux Private Investment Counsel
Michigan
$325K
POIA
2747
Pin Oak Investment Advisors
Texas
$325K +$58.9K +554 +22%
SL
2748
Summitry LLC
California
$325K -$25.9K -243 -7%
VC
2749
Veery Capital
Delaware
$325K +$54.2K +509 +20%
TLFA
2750
True Link Financial Advisors
California
$324K