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 %
FFL
2826
Financial Freedom LLC
Ohio
$319K +$923 +8 +0.3%
WCWM
2827
Willow Creek Wealth Management
California
$317K +$4.04K +35 +1%
GSAM
2828
Grant Street Asset Management
Pennsylvania
$316K +$13.4K +116 +4%
FA
2829
Financial Advisors
Massachusetts
$315K -$2.89K -25 -0.9%
TAM
2830
Titleist Asset Management
Texas
$315K -$11.7K -101 -4%
ECM
2831
Elgethun Capital Management
South Dakota
$315K +$1.38K +12 +0.4%
RC
2832
Randolph Company
Ohio
$315K
MF
2833
Montis Financial
Massachusetts
$314K +$16.3K +141 +5%
TA
2834
Trellis Advisors
Washington
$313K +$4.62K +40 +1%
EWM
2835
Elmwood Wealth Management
California
$313K
MWA
2836
Motive Wealth Advisors
Michigan
$312K +$9.81K +85 +3%
VLC
2837
Van Leeuwen & Company
New Jersey
$312K +$1.26K +11 +0.4%
CA
2838
Centerpoint Advisors
Massachusetts
$312K +$82.1K +713 +36%
LPAM
2839
Lodestar Private Asset Management
California
$311K +$12.1K +105 +4%
KWA
2840
Kellett Wealth Advisors
Ohio
$311K +$311K +2,696 New
OPPS
2841
Obsidian Personal Planning Solutions
Maryland
$310K +$52.6K +456 +20%
HCC
2842
Hirtle Callaghan & Co
Pennsylvania
$309K -$88.6K -768 -22%
MCG
2843
McCollum Christoferson Group
New York
$309K
NFSG
2844
Newbridge Financial Services Group
Florida
$309K -$95.8K -830 -24%
QCIG
2845
Quad-Cities Investment Group
Iowa
$309K -$3K -26 -1%
TIM
2846
Triad Investment Management
California
$309K
CCA
2847
Cadent Capital Advisors
Oklahoma
$308K +$50.3K +436 +20%
BWM
2848
BlackDiamond Wealth Management
New York
$308K +$37.5K +349 +14%
NCM
2849
Northside Capital Management
Oregon
$308K
HA
2850
HFG Advisors
Ohio
$307K +$43.7K +379 +17%