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 %
TF
2801
TimeScale Financial
Massachusetts
$330K +$1.39K +12 +0.4%
SSWM
2802
Strait & Sound Wealth Management
California
$330K -$39.6K -343 -11%
FC
2803
Fulcrum Capital
Washington
$330K
WAC
2804
William Allan Corp
Colorado
$330K
CTC
2805
Corundum Trust Company
South Dakota
$329K +$329K +2,850 New
SIG
2806
Spinnaker Investment Group
California
$329K -$78.7K -682 -19%
RIA
2807
Retirement Investment Advisors
Oklahoma
$328K
TWM
2808
TriaGen Wealth Management
California
$327K
HCM
2809
Highlander Capital Management
New Jersey
$327K
TJHA
2810
Thomas J. Herzfeld Advisors
Florida
$327K
HCM
2811
Hutchinson Capital Management
California
$324K +$3.23K +28 +1%
QWM
2812
QP Wealth Management
New Jersey
$323K
B
2813
Bellecapital
Switzerland
$323K -$79.6K -690 -20%
HCM
2814
Harvey Capital Management
Florida
$323K
DSA
2815
Droms Strauss Advisors
Missouri
$323K
TFA
2816
Triad Financial Advisors
North Carolina
$323K -$2.42K -21 -0.7%
CCM
2817
Chickasaw Capital Management
Tennessee
$322K -$40.4K -350 -11%
SIA
2818
Schear Investment Advisers
Ohio
$322K +$47.7K +413 +17%
PCIG
2819
Partners Capital Investment Group
Massachusetts
$322K +$322K +2,788 New
LB
2820
Legacy Bridge
Iowa
$321K +$43.3K +375 +16%
AWM
2821
AAF Wealth Management
Massachusetts
$321K +$9.23K +80 +3%
MWP
2822
Meridian Wealth Partners
Pennsylvania
$321K +$22.4K +194 +8%
TCM
2823
TD Capital Management
Tennessee
$320K +$1.15K +10 +0.4%
AAG
2824
Armstrong Advisory Group
Massachusetts
$320K -$31.5K -273 -9%
MLFP
2825
MPS Loria Financial Planners
Illinois
$319K +$693 +6 +0.2%