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 %
SWA
2976
ShankerValleau Wealth Advisors
Illinois
$243K +$243K +2,107 New
BWM
2977
Baron Wealth Management
Michigan
$241K -$27.3K -237 -10%
SA
2978
SRH Advisors
Kansas
$241K
B
2979
Bridgeworth
Alabama
$241K +$22.6K +196 +10%
GFL
2980
Granite FO LLC
New Hampshire
$240K -$642K -5,560 -73%
MAA
2981
Mraz Amerine & Associates
California
$240K -$68.1K -590 -22%
VCG
2982
Vantage Consulting Group
Virginia
$239K -$17K -147 -7%
SA
2983
Syntax Advisors
New York
$239K -$17K -147 -7%
ACA
2984
Aspire Capital Advisors
Washington
$239K +$239K +2,075 New
GAM
2985
Gould Asset Management
California
$239K -$2.89K -25 -1%
WIM
2986
Warwick Investment Management
Texas
$239K +$1.96K +17 +0.8%
LWM
2987
Lyell Wealth Management
California
$238K -$251K -2,172 -51%
ZIMP
2988
Zimmermann Investment Management & Planning
Pennsylvania
$238K +$238K +2,063 New
SCA
2989
SMH Capital Advisors
Texas
$238K -$3.12K -27 -1%
SIS
2990
Strategic Investment Solutions
Illinois
$238K -$21K -189 -8%
IF
2991
IRON Financial
Illinois
$237K -$10.8K -94 -4%
AIM
2992
Arcadia Investment Management
Michigan
$237K
TS
2993
Tamar Securities
California
$237K +$692 +6 +0.3%
JSA
2994
Jacobson & Schmitt Advisors
Wisconsin
$237K
CAS
2995
CTC Alternative Strategies
Illinois
$237K +$237K +2,050 New
DBRC
2996
D.B. Root & Company
Pennsylvania
$236K -$62K -537 -21%
GAA
2997
Global Assets Advisory
Florida
$236K -$5.77K -50 -2%
WFA
2998
WestHill Financial Advisors
California
$236K -$9.92K -86 -4%
VAS
2999
Valicenti Advisory Services
New York
$236K -$2.89K -25 -1%
CFA
3000
Cahill Financial Advisors
Minnesota
$236K +$10.2K +88 +5%