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 %
SC
3051
Seldon Capital
California
$216K +$216K +1,873 New
FLII
3052
First Long Island Investors
New York
$215K +$215K +1,865 New
NCMW
3053
Northern Capital Management (Washington)
Washington
$215K +$215K +1,865 New
JHP
3054
James Hambro & Partners
United Kingdom
$215K +$215K +1,865 New
W
3055
WorthPointe
California
$215K +$215K +1,861 New
VAFP
3056
Vahanian & Associates Financial Planning
New York
$215K +$215K +1,859 New
SIM
3057
Sterling Investment Management
Arizona
$214K +$214K +1,856 New
SC
3058
Scholtz & Company
Connecticut
$214K +$214K +1,854 New
CWM
3059
Cranbrook Wealth Management
Michigan
$214K
TDC
3060
Thompson Davis & Co
Virginia
$213K +$213K +1,850 New
SICM
3061
Sustainable Insight Capital Management
New York
$212K -$241K -2,089 -53%
HBT
3062
Hills Bank & Trust
Iowa
$212K
MAC
3063
Mason & Associates (California)
California
$212K +$212K +1,838 New
DWM
3064
Denver Wealth Management
Colorado
$212K +$212K +1,833 New
MIG
3065
McGuire Investment Group
Rhode Island
$212K +$212K +1,833 New
CSWM
3066
Cassady Schiller Wealth Management
Ohio
$211K +$18.6K +161 +10%
PWM
3067
Prosperity Wealth Management
California
$211K +$211K +1,829 New
FMI
3068
F/M Investments
District of Columbia
$210K +$210K +1,820 New
IA
3069
Inspire Advisors
Idaho
$210K +$210K +1,819 New
TA
3070
TrueWealth Advisors
Alabama
$209K -$24.5K -212 -10%
PA
3071
Parkside Advisors
California
$208K +$208K +1,793 New
SFG
3072
Sterling Financial Group
California
$208K +$208K +1,803 New
HWM
3073
Hohimer Wealth Management
Washington
$208K -$34.4K -298 -14%
BCM
3074
Bayesian Capital Management
New York
$208K +$208K +1,800 New
RA
3075
Riversedge Advisors
Delaware
$208K +$208K +1,799 New