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 %
BA
2776
Ballew Advisors
Mississippi
$340K +$1.63K +15 +0.5%
GCA
2777
Gradient Capital Advisors
California
$340K +$40K +347 +13%
JAM
2778
Jupiter Asset Management
United Kingdom
$340K -$501K -4,343 -60%
CMI
2779
Clare Market Investments
Texas
$340K -$22.8K -198 -6%
IW
2780
Instrumental Wealth
Florida
$339K -$1.5K -14 -0.4%
CP
2781
Camelot Portfolios
Ohio
$339K -$202K -1,752 -37%
SAM
2782
Sawgrass Asset Management
Florida
$338K +$79.6K +690 +31%
TCWA
2783
Ten Capital Wealth Advisors
Washington
$336K -$10.8K -93 -3%
CWM
2784
Cedar Wealth Management
California
$335K
DWP
2785
Destiny Wealth Partners
Florida
$335K +$335K +3,036 New
BONST
2786
Bank of Nova Scotia Trust
Ontario, Canada
$335K -$75.4K -653 -18%
MIM
2787
Merrion Investment Management
New Jersey
$335K
WWM
2788
Windsor Wealth Management
Indiana
$334K +$692 +6 +0.2%
MCA
2789
Maryland Capital Advisors
Maryland
$334K
RC
2790
Reik & Co
New York
$333K
QFA
2791
Quantum Financial Advisors
California
$333K +$20.7K +179 +7%
KBFS
2792
Kohmann Bosshard Financial Services
Ohio
$333K +$42.7K +370 +15%
PAG
2793
Powers Advisory Group
Illinois
$332K -$26.4K -229 -7%
WLIM
2794
White Lighthouse Investment Management
Massachusetts
$332K
MFWP
2795
Mosaic Family Wealth Partners
Missouri
$332K -$23.1K -200 -6%
BSAM
2796
Blue Square Asset Management
New York
$332K +$4.73K +41 +1%
FH
2797
FWG Holdings
Florida
$331K +$6.47K +61 +2%
PFG
2798
PAX Financial Group
Texas
$331K +$34.3K +297 +12%
ABP
2799
Arthur B. Page
$331K -$86.5K -750 -21%
BBA
2800
Braun-Bostich & Associates
Pennsylvania
$330K +$47.1K +408 +17%