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 %
MRWM
3001
ML&R Wealth Management
Texas
$235K -$1.39K -12 -0.6%
JFG
3002
JMG Financial Group
Illinois
$235K
WH
3003
Whitcomb & Hess
Ohio
$235K +$1.5K +13 +0.6%
SL
3004
Sentinus LLC
Illinois
$235K -$24.7K -214 -10%
TF
3005
Threadgill Financial
Texas
$234K +$2.98K +26 +1%
ACM
3006
AUA Capital Management
Pennsylvania
$234K -$14.3K -124 -6%
AWS
3007
AJ Wealth Strategies
New York
$233K +$233K +2,023 New
EA
3008
Eclectic Associates
California
$233K -$32.4K -281 -12%
HWP
3009
Heritage Wealth Partners
Ohio
$232K +$232K +2,015 New
FPWM
3010
FSB Premier Wealth Management
Iowa
$232K +$232K +2,014 New
EWM
3011
Endowment Wealth Management
Wisconsin
$232K -$19.7K -171 -8%
SA
3012
SL Advisors
New Jersey
$232K
MA
3013
McBroom & Associates
Nevada
$231K +$231K +2,005 New
LSA
3014
Lion Street Advisors
Texas
$231K +$8.63K +98 +4%
GWM
3015
Gray Wealth Management
Maine
$231K +$1.62K +14 +0.7%
JEST
3016
JTC Employer Solutions Trustee
Jersey
$231K
CA
3017
Continental Advisors
Utah
$231K -$458K -3,966 -66%
PAIM
3018
Punch & Associates Investment Management
Minnesota
$231K
GCL
3019
Gouws Capital LLC
North Carolina
$231K
EA
3020
Echo45 Advisors
California
$230K -$23.7K -205 -9%
BFG
3021
Baron Financial Group
New Jersey
$230K -$3.35K -29 -1%
GAM
3022
Garrison Asset Management
Arkansas
$230K -$39.6K -343 -15%
F4L
3023
Fortune 45 LLC
Louisiana
$230K +$8.86K +76 +4%
TA
3024
Tactive Advisors
Florida
$230K +$230K +1,990 New
FFA
3025
Fi3 Financial Advisors
Indiana
$229K -$27.3K -237 -11%