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 %
GCA
2751
Guardian Capital Advisors
Ontario, Canada
$349K
OPCM
2752
Osborne Partners Capital Management
California
$349K -$8.54K -74 -2%
PG
2753
Prostatis Group
Maryland
$349K +$333K +167,711 +2,042%
LSWM
2754
Lorne Steinberg Wealth Management
Canada
$349K -$23.1K -200 -6%
AFP
2755
Alpha Financial Partners
Kentucky
$349K +$51.6K +447 +17%
FL
2756
Fort LP
Maryland
$348K -$35.4K -307 -9%
AWC
2757
Adamsbrown Wealth Consultants
Kansas
$348K +$231 +2 +0.1%
ACM
2758
Antonetti Capital Management
Florida
$348K -$6K -52 -2%
IPW
2759
Intergy Private Wealth
Colorado
$347K +$12.7K +110 +4%
GJIA
2760
Glass Jacobson Investment Advisors
Maryland
$347K +$347K +3,008 New
TA
2761
Tiedemann Advisors
New York
$347K -$26.9K -232 -7%
RR
2762
Robotti Robert
$346K
JCM
2763
Jag Capital Management
Missouri
$346K -$11.2K -97 -3%
Lord, Abbett & Co
2764
Lord, Abbett & Co
New Jersey
$345K +$86.4K +749 +33%
OLVIG
2765
Oliver Lagore Vanvalin Investment Group
Michigan
$345K +$211K +1,827 +158%
MWM
2766
MinichMacGregor Wealth Management
New York
$344K -$1.04K -9 -0.3%
SFA
2767
Source Financial Advisors
New York
$343K +$21.6K +187 +7%
NPT
2768
Nixon Peabody Trust
Massachusetts
$343K
DA
2769
Detalus Advisors
Missouri
$342K +$23.2K +201 +7%
HI
2770
Harper Investing
California
$342K -$388K -3,360 -53%
CWM
2771
Campbell Wealth Management
Virginia
$342K +$11.5K +100 +3%
CHA
2772
Cooper/Haims Advisors
New York
$341K
HIM
2773
Hanlon Investment Management
New Jersey
$341K +$46.2K +400 +16%
SL
2774
Summitry LLC
California
$341K -$11.5K -100 -3%
CIG
2775
Cascade Investment Group
Colorado
$341K +$2.19K +19 +0.6%