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 %
GA
2851
Gateway Advisory
New Jersey
$307K -$18.1K -157 -6%
PI
2852
Parkside Investments
Illinois
$306K
AA
2853
Advisory Alpha
Michigan
$306K +$306K +2,647 New
AFS
2854
Annapolis Financial Services
Maryland
$304K +$48.8K +423 +19%
NAG
2855
Northstar Advisory Group
New Jersey
$304K +$6.92K +60 +2%
FW
2856
FirstPurpose Wealth
Utah
$303K -$67.5K -585 -18%
NFW
2857
Noble Family Wealth
Florida
$303K
CWC
2858
Carolinas Wealth Consulting
North Carolina
$303K -$11.7K -697 -4%
NIM
2859
Nexus Investment Management
Ontario, Canada
$303K
LWM
2860
LJI Wealth Management
Indiana
$303K +$3.69K +32 +1%
MS
2861
Madden Securities
Texas
$303K
LAS
2862
LWM Advisory Services
Florida
$302K -$45.6K -400 -13%
BCM
2863
Brown Capital Management
Maryland
$302K +$302K +2,613 New
TFP
2864
Triune Financial Partners
Kansas
$301K +$47.9K +415 +19%
WIC
2865
Whitegate Investment Counselors
New Hampshire
$301K +$1.5K +13 +0.5%
NG
2866
NWK Group
California
$300K
MIFH
2867
Migdal Insurance & Financial Holdings
Israel
$299K -$138K -1,215 -32%
WFA
2868
Wade Financial Advisory
California
$299K
AWS
2869
Aspen Wealth Strategies
Colorado
$299K -$24.8K -215 -8%
AAMA
2870
Advanced Asset Management Advisors
Ohio
$298K -$1.15K -10 -0.4%
BWA
2871
Beam Wealth Advisors
Louisiana
$297K +$65.1K +564 +28%
KW
2872
KWB Wealth
California
$296K +$2.31K +20 +0.8%
FAM
2873
Family Asset Management
South Carolina
$295K +$14.7K +127 +5%
VCWA
2874
Vanguard Capital Wealth Advisors
Colorado
$293K +$346 +3 +0.1%
BBPWM
2875
Blue Bell Private Wealth Management
Pennsylvania
$293K +$12.3K +107 +4%