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 %
WLIM
2776
White Lighthouse Investment Management
Massachusetts
$306K
CWM
2777
Campbell Wealth Management
Virginia
$305K -$1.17K -11 -0.4%
WFMPM
2778
Woodley Farra Manion Portfolio Management
Indiana
$304K +$3K +28 +1%
FC
2779
Fulcrum Capital
Washington
$304K +$304K +2,860 New
FG
2780
Foster Group
Iowa
$304K +$40.5K +381 +15%
WAC
2781
William Allan Corp
Colorado
$304K
SAM
2782
Simplify Asset Management
Nevada
$303K +$303K +2,851 New
TF
2783
TimeScale Financial
Massachusetts
$303K -$5K -47 -2%
DSA
2784
Droms Strauss Advisors
Missouri
$303K
RIA
2785
Retirement Investment Advisors
Oklahoma
$303K +$303K +2,846 New
IWM
2786
Integris Wealth Management
California
$302K
TWM
2787
TriaGen Wealth Management
California
$302K +$2.13K +20 +0.7%
BSAM
2788
Blue Square Asset Management
New York
$301K
TJHA
2789
Thomas J. Herzfeld Advisors
Florida
$301K
TAM
2790
Titleist Asset Management
Texas
$301K +$301K +2,830 New
HCM
2791
Highlander Capital Management
New Jersey
$301K -$106K -1,000 -26%
FDS
2792
Freedom Day Solutions
Texas
$300K -$5.75K -54 -2%
BA
2793
Bridge Advisory
California
$300K +$54.5K +512 +22%
UCMOK
2794
United Capital Management of KS
Kansas
$300K -$28.2K -265 -9%
GA
2795
Gateway Advisory
New Jersey
$300K +$106 +1 +0%
TFA
2796
Triad Financial Advisors
North Carolina
$300K -$10.2K -96 -3%
AWS
2797
Aspen Wealth Strategies
Colorado
$298K -$15.7K -148 -5%
QWM
2798
QP Wealth Management
New Jersey
$298K
CBB
2799
Citizens Business Bank
California
$298K +$24.3K +228 +9%
HCM
2800
Harvey Capital Management
Florida
$298K