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 %
FBA
3001
Front Barnett Associates
Illinois
$210K -$1.06K -10 -0.5%
AFA
3002
American Financial Advisors
Georgia
$210K +$958 +9 +0.5%
CWM
3003
Cabot Wealth Management
Massachusetts
$209K
CIA
3004
Caerus Investment Advisors
Texas
$209K
PSP
3005
Pacific Sage Partners
Washington
$209K -$28.6K -269 -12%
JSAM
3006
J. Safra Asset Management
New York
$209K
CFA
3007
Cahill Financial Advisors
Minnesota
$208K +$208K +1,954 New
GWA
3008
Geometric Wealth Advisors
District of Columbia
$207K +$207K +1,800 New
CL
3009
COWA LLC
Oklahoma
$207K -$30.7K -289 -13%
MA
3010
Modus Advisors
Minnesota
$205K +$2.13K +20 +1%
CFP
3011
Curran Financial Partners
South Carolina
$204K +$204K +1,922 New
CIM
3012
Chapman Investment Management
California
$204K -$112K -1,056 -35%
BWIA
3013
Bryant Woods Investment Advisors
New York
$204K +$1.06K +10 +0.5%
RA
3014
Ruggaard & Associates
Ohio
$204K +$204K +1,915 New
WRPWM
3015
Werba Rubin Papier Wealth Management
California
$204K +$3.64K +34 +2%
RC
3016
Rovin Capital
Arizona
$203K -$16.8K -158 -8%
TC
3017
Truvestments Capital
Florida
$203K -$16.7K -157 -8%
F4L
3018
Fortune 45 LLC
Louisiana
$202K -$164K -1,537 -45%
FWM
3019
Fortress Wealth Management
California
$201K
B
3020
Bridgeworth
Alabama
$201K -$7.87K -74 -4%
TAM
3021
Todd Asset Management
Kentucky
$200K
CWM
3022
Cranbrook Wealth Management
Michigan
$197K
CIA
3023
Cascade Investment Advisors
Oregon
$196K +$106 +1 +0.1%
HBT
3024
Hills Bank & Trust
Iowa
$196K -$26.4K -248 -12%
AIP
3025
Ahrens Investment Partners
Louisiana
$195K +$195K +1,832 New