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 %
AIM
2976
Arcadia Investment Management
Michigan
$219K
WIM
2977
Warwick Investment Management
Texas
$218K +$2.45K +23 +1%
JSA
2978
Jacobson & Schmitt Advisors
Wisconsin
$218K +$218K +2,050 New
MRWM
2979
ML&R Wealth Management
Texas
$218K +$218K +2,049 New
TS
2980
Tamar Securities
California
$218K -$67.3K -633 -24%
CA
2981
Corrado Advisors
New Jersey
$217K +$1.6K +15 +0.7%
BIA
2982
Bell Investment Advisors
California
$217K +$4.47K +42 +2%
LEFP
2983
Leading Edge Financial Planning
Tennessee
$216K +$851 +8 +0.4%
JFG
2984
JMG Financial Group
Illinois
$216K -$7.65K -72 -3%
WH
2985
Whitcomb & Hess
Ohio
$215K +$215K +2,023 New
TA
2986
TrueWealth Advisors
Alabama
$215K +$2.77K +26 +1%
BFG
2987
Baron Financial Group
New Jersey
$215K +$2.34K +22 +1%
TF
2988
Threadgill Financial
Texas
$215K +$2.02K +19 +1%
SA
2989
SL Advisors
New Jersey
$214K
BWA
2990
Beam Wealth Advisors
Louisiana
$214K -$1.6K -15 -0.7%
ODIJL
2991
One Day In July LLC
Vermont
$213K -$2.23K -21 -1%
JEST
2992
JTC Employer Solutions Trustee
Jersey
$213K -$147K -1,380 -41%
SFP
2993
Sterling Financial Planning
New Jersey
$213K -$9.89K -93 -4%
PAIM
2994
Punch & Associates Investment Management
Minnesota
$213K
GCL
2995
Gouws Capital LLC
North Carolina
$213K
CA
2996
Centerpoint Advisors
Massachusetts
$212K +$47.6K +448 +29%
GWM
2997
Gray Wealth Management
Maine
$212K +$10.2K +96 +5%
WC
2998
Waterloo Capital
Texas
$211K +$211K +1,982 New
WIA
2999
World Investment Advisors
California
$210K -$1.29K -12 -0.6%
RPA
3000
Rock Point Advisors
Vermont
$210K -$38.3K -360 -15%