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 %
WWC
2726
Waypoint Wealth Counsel
Georgia
$369K -$1.27K -11 -0.3%
RFA
2727
RTD Financial Advisors
Pennsylvania
$368K -$39K -338 -10%
CRWM
2728
Castle Rock Wealth Management
California
$367K -$149K -1,308 -29%
CCP
2729
Carmel Capital Partners
California
$367K +$1.15K +10 +0.3%
DIP
2730
Davis Investment Partners
North Carolina
$366K +$366K +3,378 New
AWM
2731
AllSquare Wealth Management
New York
$366K
IAIM
2732
Industrial Alliance Investment Management
Quebec, Canada
$365K -$11.3M -97,530 -97%
RCM
2733
Requisite Capital Management
Texas
$365K
PP
2734
PFS Partners
New Jersey
$365K +$2.19K +19 +0.6%
VC
2735
Veery Capital
Delaware
$364K +$11.4K +99 +3%
BWFA
2736
Baltimore-Washington Financial Advisors
Maryland
$360K -$5.66K -49 -2%
ESCM
2737
Echo Street Capital Management
New York
$360K -$547K -4,738 -60%
BA
2738
Ballast Advisors
Minnesota
$360K -$40.5K -351 -10%
FPGK
2739
Financial Partners Group (Kansas)
Kansas
$358K -$59.5K -567 -14%
RCG
2740
Rock Creek Group
District of Columbia
$356K -$46.7K -405 -12%
CIA
2741
Compass Ion Advisors
Pennsylvania
$356K -$146K -1,263 -29%
PCG
2742
Prosperity Consulting Group
Maryland
$355K -$11.3K -98 -3%
RP
2743
Rice Partnership
Hawaii
$355K -$10.7K -93 -3%
TCMP
2744
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K +$93.7K +812 +36%
TLFA
2745
True Link Financial Advisors
California
$352K
MGWM
2746
Marks Group Wealth Management
Minnesota
$352K -$6.35K -55 -2%
SWG
2747
Summit Wealth Group
Vermont
$351K -$37M -320,612 -99%
UC
2748
Unio Capital
New Jersey
$350K
TSS
2749
Two Sigma Securities
New York
$350K +$16.6K +144 +5%
HHAA
2750
Henry H. Armstrong Associates
Pennsylvania
$350K