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 %
AFA
3026
American Financial Advisors
Georgia
$229K +$1.15K +10 +0.5%
FBA
3027
Front Barnett Associates
Illinois
$228K
KC
3028
Kinloch Capital
Virginia
$228K -$253K -2,189 -53%
CF
3029
Clarity Financial
Texas
$228K +$228K +1,972 New
MA
3030
Modus Advisors
Minnesota
$227K +$5.42K +47 +2%
PSP
3031
Pacific Sage Partners
Washington
$226K +$115 +1 +0.1%
JSAM
3032
J. Safra Asset Management
New York
$226K
CWM
3033
Cabot Wealth Management
Massachusetts
$226K
SFP
3034
Sterling Financial Planning
New Jersey
$226K -$4.96K -43 -2%
FDS
3035
Freedom Day Solutions
Texas
$225K -$101K -876 -31%
CL
3036
COWA LLC
Oklahoma
$224K
MWA
3037
MFA Wealth Advisors
Pennsylvania
$224K +$224K +1,937 New
CCA
3038
Childress Capital Advisors
Texas
$223K -$353K -3,060 -61%
CWA
3039
Canvas Wealth Advisors
Kansas
$223K -$28.8K -265 -11%
AWA
3040
Aletheian Wealth Advisors
Washington
$223K +$223K +1,930 New
CFP
3041
Curran Financial Partners
South Carolina
$222K -$115 -1 -0.1%
WRPWM
3042
Werba Rubin Papier Wealth Management
California
$221K +$2.19K +19 +1%
RA
3043
Ruggaard & Associates
Ohio
$221K
FVWA
3044
Foster Victor Wealth Advisors
South Carolina
$220K +$220K +1,936 New
SWM
3045
SFG Wealth Management
Maryland
$220K +$220K +1,908 New
MFG
3046
Midwest Financial Group
Kansas
$220K -$19.2K -166 -8%
FWM
3047
Fortress Wealth Management
California
$218K
CIA
3048
Cascade Investment Advisors
Oregon
$218K +$5.42K +47 +3%
RC
3049
Rovin Capital
Arizona
$218K -$2.31K -20 -1%
AWM
3050
Abound Wealth Management
Tennessee
$217K +$20.3K +176 +10%