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 %
BHC
2926
Bowen Hanes & Co
Florida
$264K -$6.35K -55 -2%
WI
2927
Wedgewood Investors
Pennsylvania
$264K
MCAI
2928
Members Capital Advisors Inc
Wisconsin
$263K
LEFP
2929
Leading Edge Financial Planning
Tennessee
$263K +$29K +251 +12%
AWM
2930
Avaii Wealth Management
Wisconsin
$263K -$11.3K -98 -4%
CFG
2931
CKW Financial Group
Hawaii
$262K +$262K +2,271 New
DSN
2932
D. Scott Neal
Kentucky
$262K -$3.12K -27 -1%
PW
2933
Peninsula Wealth
California
$262K +$20.2K +175 +8%
LAM
2934
Lifestyle Asset Management
Texas
$261K -$1.22M -10,591 -82%
CW
2935
CIC Wealth
Maryland
$260K -$11.5K -100 -4%
AFA
2936
Alpha Financial Advisors
North Carolina
$259K -$32.5K -282 -11%
LFGO
2937
Legacy Financial Group (Oklahoma)
Oklahoma
$259K +$14.9K +129 +6%
WCA
2938
Waypoint Capital Advisors
Minnesota
$258K +$7.73K +67 +3%
RHJA
2939
Rice Hall James & Associates
California
$255K -$116K -1,007 -31%
C
2940
Covestor
United Kingdom
$255K -$38.5K -333 -13%
AIIMS
2941
Analyst IMS Investment Management Services
Israel
$255K
GBWM
2942
Granite Bay Wealth Management
New Hampshire
$255K
PCI
2943
Planning Center Inc
Illinois
$254K +$254K +2,204 New
SFS
2944
Security Financial Services
Indiana
$254K +$254K +2,198 New
NC
2945
NovaPoint Capital
Georgia
$254K +$11.5K +100 +5%
KIG
2946
Kennedy Investment Group
New Jersey
$253K +$4.04K +35 +2%
WWP
2947
WR Wealth Planners
Missouri
$253K +$94K +815 +59%
DWA
2948
Dorsey Wright & Associates
California
$252K +$252K +2,180 New
LCM
2949
Lazari Capital Management
California
$252K +$252K +2,181 New
FWM
2950
Fingerlakes Wealth Management
New York
$251K -$19.2K -166 -7%