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 %
WAM
2876
Wallington Asset Management
Indiana
$292K -$15.3K -133 -5%
OFS
2877
OneAscent Financial Services
Alabama
$292K +$292K +2,530 New
DAM
2878
Deltec Asset Management
New York
$292K -$293K -2,542 -50%
BA
2879
Bridge Advisory
California
$292K -$33.9K -294 -10%
III
2880
Independent Investors Inc
New York
$291K
IWM
2881
Integris Wealth Management
California
$290K -$38K -329 -12%
WOSD
2882
WFA of San Diego
California
$290K -$120K -1,041 -29%
SAM
2883
Smithbridge Asset Management
Pennsylvania
$289K +$13.3K +115 +5%
BCM
2884
Blume Capital Management
California
$288K
CCA
2885
Conestoga Capital Advisors
Pennsylvania
$288K
AMM
2886
American Money Management
California
$288K +$288K +2,492 New
SNBOSD
2887
Security National Bank of So Dak
Iowa
$287K +$287K +2,490 New
EFL
2888
ERn Financial LLC
Wisconsin
$286K
HGWM
2889
Horst & Graben Wealth Management
Oregon
$286K +$1.85K +16 +0.7%
NAMM
2890
NorthStar Asset Management (Massachusetts)
Massachusetts
$285K -$51.2K -444 -15%
CBOR
2891
Community Bank of Raymore
Missouri
$284K
IRAG
2892
Investment Research & Advisory Group
Georgia
$284K
CA
2893
Carson Advisory
Georgia
$284K
KLI
2894
Kelman-Lazarov Inc
Tennessee
$284K +$9.81K +85 +4%
MS
2895
Marshall & Sullivan
Washington
$283K
WA
2896
Wealthstream Advisors
New York
$282K +$282K +2,442 New
FA
2897
Fagan Associates
New York
$279K +$7.85K +68 +3%
SFC
2898
Strategic Financial Concepts
Texas
$279K +$6.35K +55 +2%
NC
2899
NBW Capital
Massachusetts
$277K +$27.3K +237 +11%
FWM
2900
FFT Wealth Management
Pennsylvania
$277K -$3.81K -33 -1%