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 %
BWIA
3076
Bryant Woods Investment Advisors
New York
$207K -$14K -121 -6%
SAM
3077
Satovsky Asset Management
New York
$206K +$206K +1,789 New
FFA
3078
Fortune Financial Advisors
Kansas
$205K +$205K +1,780 New
WC
3079
Waterloo Capital
Texas
$205K -$23.4K -203 -10%
GSIS
3080
Global Strategic Investment Solutions
Arizona
$205K +$205K +1,779 New
CWM
3081
Cherrydale Wealth Management
New Jersey
$205K +$205K +1,778 New
CWM
3082
Collaborative Wealth Management
Florida
$205K +$205K +1,775 New
NG
3083
NatWest Group
United Kingdom
$204K +$204K +1,767 New
RWM
3084
Revisor Wealth Management
Ohio
$204K +$204K +1,767 New
WC
3085
Wexford Capital
Florida
$204K -$3.93M -34,101 -95%
AA
3086
Alesco Advisors
New York
$203K +$203K +1,762 New
JWS
3087
Juncture Wealth Strategies
Arizona
$203K +$203K +1,761 New
BBL
3088
Beck Bode LLC
Massachusetts
$203K +$203K +1,759 New
VCP
3089
Vista Capital Partners
Oregon
$203K +$203K +1,758 New
AIM
3090
AHL Investment Management
Florida
$203K +$203K +1,756 New
Flossbach Von Storch
3091
Flossbach Von Storch
Germany
$202K +$202K +1,750 New
WDL
3092
Well Done LLC
Michigan
$202K -$60.6K -525 -23%
GWA
3093
Geometric Wealth Advisors
District of Columbia
$201K +$8.27K +77 +4%
RCWM
3094
Royal Capital Wealth Management
Indiana
$201K +$201K +1,744 New
HB
3095
Horizon Bancorp
Indiana
$201K +$151K +1,306 +298%
AFGAS
3096
Allegiance Financial Group Advisory Services
Virginia
$201K +$201K +1,740 New
UW
3097
Unique Wealth
Florida
$200K +$200K +1,734 New
GCM
3098
Goldstream Capital Management
Hong Kong
$197K +$57.5K +496 +41%
FCT
3099
First Community Trust
Iowa
$195K
LF
3100
Lee Financial
Texas
$192K -$12.3K -106 -6%