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 %
FCM
2951
Fourpath Capital Management
Oklahoma
$250K -$3.69K -32 -1%
CWS
2952
Cypress Wealth Services
California
$250K
PWM
2953
PRW Wealth Management
Massachusetts
$250K +$5.17K +49 +2%
BIA
2954
Bell Investment Advisors
California
$250K +$14.4K +125 +6%
EWP
2955
Engrave Wealth Partners
Texas
$249K
RPA
2956
Rock Point Advisors
Vermont
$249K +$20.9K +181 +9%
WSWA
2957
Warren Street Wealth Advisors
California
$248K +$248K +2,152 New
BBNB
2958
Baker Boyer National Bank
Washington
$248K
CG
2959
Cutler Group
California
$248K -$100K -870 -29%
Cohen & Steers
2960
Cohen & Steers
New York
$248K
MFA
2961
McClarren Financial Advisors
Pennsylvania
$248K +$56.6K +491 +30%
SRC
2962
Stone Run Capital
New York
$248K
GCM
2963
Gallacher Capital Management
Colorado
$248K +$248K +2,146 New
CCA
2964
Conservest Capital Advisors
Pennsylvania
$247K +$247K +2,141 New
OHWA
2965
Oak Hill Wealth Advisors
Virginia
$247K -$209K -1,809 -46%
NWM
2966
Northwest Wealth Management
Iowa
$247K -$2.42K -21 -1%
OBWP
2967
O'Brien Wealth Partners
Massachusetts
$246K -$6.23K -54 -2%
ODIJL
2968
One Day In July LLC
Vermont
$246K +$14.8K +128 +6%
FWSM
2969
First Wilshire Securities Management
California
$246K
EWA
2970
Evolution Wealth Advisors
Florida
$246K -$3.81K -33 -2%
AWS
2971
Arkfeld Wealth Strategies
Nebraska
$245K +$12K +112 +5%
IGWM
2972
ICA Group Wealth Management
Colorado
$245K -$1.18M -10,221 -83%
SHA
2973
Seneca House Advisors
Virginia
$245K +$115 +1 +0%
SFWC
2974
Strategic Family Wealth Counselors
New Jersey
$245K -$11.5K -100 -5%
KWM
2975
KFG Wealth Management
Indiana
$243K -$1.04K -9 -0.4%