3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
2951
NBW Capital
Massachusetts
$230K -$13.4K -126 -5%
WCA
2952
Waypoint Capital Advisors
Minnesota
$230K
KIG
2953
Kennedy Investment Group
New Jersey
$230K -$213 -2 -0.1%
EWA
2954
Evolution Wealth Advisors
Florida
$230K +$36.9K +347 +19%
NWM
2955
Northwest Wealth Management
Iowa
$230K -$4.58K -43 -2%
ACM
2956
AUA Capital Management
Pennsylvania
$229K
Cohen & Steers
2957
Cohen & Steers
New York
$229K
BBNB
2958
Baker Boyer National Bank
Washington
$229K +$10.6K +100 +5%
IF
2959
IRON Financial
Illinois
$229K -$883K -8,296 -79%
SRC
2960
Stone Run Capital
New York
$229K
WFA
2961
WestHill Financial Advisors
California
$227K -$26.6K -250 -10%
FWSM
2962
First Wilshire Securities Management
California
$227K
PD
2963
Planning Directions
Pennsylvania
$227K +$227K +2,136 New
SHA
2964
Seneca House Advisors
Virginia
$226K +$16K +150 +8%
BWA
2965
Bordeaux Wealth Advisors
California
$226K +$13.8K +130 +7%
LFGO
2966
Legacy Financial Group (Oklahoma)
Oklahoma
$225K +$225K +2,113 New
DSAM
2967
Dock Street Asset Management
Florida
$224K
GAM
2968
Gould Asset Management
California
$223K -$2.66K -25 -1%
HWM
2969
Hohimer Wealth Management
Washington
$223K
NC
2970
NovaPoint Capital
Georgia
$223K +$319 +3 +0.1%
PW
2971
Peninsula Wealth
California
$222K +$29.2K +274 +15%
MFG
2972
Menard Financial Group
Texas
$220K +$745 +7 +0.3%
VAS
2973
Valicenti Advisory Services
New York
$220K -$25.1K -236 -10%
MFG
2974
Midwest Financial Group
Kansas
$220K +$220K +2,072 New
JGGDR
2975
JGP Global Gestao de Recursos
Brazil
$219K +$65.6K +2,029 +43%