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 %
B
2901
Barings
North Carolina
$277K -$88.9K -770 -24%
BWA
2902
Bordeaux Wealth Advisors
California
$276K +$31.7K +275 +13%
AWA
2903
Alaska Wealth Advisors
Alaska
$276K +$10.2K +88 +4%
MFG
2904
Menard Financial Group
Texas
$276K +$36.8K +319 +15%
SFP
2905
Sandbox Financial Partners
Maryland
$276K +$12.7K +110 +5%
EBWM
2906
Eagle Bluffs Wealth Management
Missouri
$276K +$12.3K +106 +5%
PWMG
2907
Pinnacle Wealth Management Group
Michigan
$275K -$34.6K -300 -11%
T
2908
TRUADVICE
Florida
$274K +$38.1K +361 +16%
BRG
2909
Bay Rivers Group
Virginia
$273K
PBC
2910
Pavion Blue Capital
California
$272K
AWM
2911
Aprio Wealth Management
Georgia
$272K -$43.5K -377 -14%
WW
2912
Waterfront Wealth
Kansas
$272K -$6.46K -60 -2%
IP
2913
Isthmus Partners
Wisconsin
$271K +$2.31K +20 +0.9%
IAG
2914
Investment Advisory Group
Massachusetts
$269K
TW
2915
Towerpoint Wealth
California
$269K +$7.15K +62 +3%
MCM
2916
Mattern Capital Management
Colorado
$268K -$1.85K -16 -0.7%
WAOI
2917
Wealth Advisors of Iowa
Iowa
$268K +$1.39K +12 +0.5%
ERWM
2918
Elk River Wealth Management
Colorado
$268K +$11.6K +100 +5%
TWM
2919
Triton Wealth Management
Arizona
$267K
NECFA
2920
New England Capital Financial Advisors
Connecticut
$267K -$11.4K -99 -4%
BDFN
2921
Bond & Devick Financial Network
Minnesota
$266K -$1.15K -10 -0.4%
SFS
2922
Starfox Financial Services
Texas
$266K
LC
2923
Landaas & Company
Wisconsin
$266K +$266K +2,313 New
CIP
2924
Capital Insight Partners
Arizona
$265K -$27.9K -242 -10%
PD
2925
Planning Directions
Pennsylvania
$265K +$18.5K +160 +7%