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 %
LF
3026
Lee Financial
Texas
$189K -$7.93K -74 -4%
NIMI
3027
Natixis Investment Managers International
France
$188K -$92.7K -871 -33%
AWM
3028
Abound Wealth Management
Tennessee
$181K +$15K +141 +9%
WIM
3029
WealthPlan Investment Management
Nebraska
$181K -$1.12M -10,526 -86%
FCT
3030
First Community Trust
Iowa
$180K
CSWM
3031
Cassady Schiller Wealth Management
Ohio
$178K
GC
3032
Garde Capital
Washington
$177K
MFA
3033
McClarren Financial Advisors
Pennsylvania
$175K +$843 +8 +0.5%
IWP
3034
IAG Wealth Partners
Wisconsin
$172K +$4.26K +40 +3%
WPWM
3035
Western Pacific Wealth Management
Illinois
$170K
FP
3036
Financial Perspectives
Minnesota
$170K
AW
3037
Avion Wealth
Texas
$166K +$21.2K +192 +15%
LSA
3038
Lansing Street Advisors
Pennsylvania
$164K -$106K -995 -39%
NL
3039
NKCFO LLC
Illinois
$164K
GM
3040
GeoWealth Management
Illinois
$159K -$11.5K -108 -7%
RI
3041
Ridgewood Investments
New Jersey
$157K -$424K -3,986 -73%
Commonwealth Equity Services
3042
Commonwealth Equity Services
Massachusetts
$156K -$5.79K -54,384 -4%
WWP
3043
WR Wealth Planners
Missouri
$146K +$115K +1,085 +374%
TFP
3044
Tilia Fiduciary Partners
North Carolina
$145K +$319 +3 +0.2%
SFCL
3045
Strengthening Families & Communities LLC
Massachusetts
$141K +$5.79K +1,048 +4%
LTI
3046
Laffer Tengler Investments
Tennessee
$140K +$33.6K +316 +32%
TWD
3047
True Wealth Design
Ohio
$139K
BHWM
3048
Beaird Harris Wealth Management
Texas
$139K -$16K -150 -10%
WFA
3049
West Financial Advisors
Iowa
$137K -$213 -2 -0.2%
CMBA
3050
C.M. Bidwell & Associates
Hawaii
$136K -$295K -2,771 -68%