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 %
NIMI
3101
Natixis Investment Managers International
France
$192K -$11.9K -103 -6%
IWP
3102
IAG Wealth Partners
Wisconsin
$187K
NSG
3103
Nalls Sherbakoff Group
Tennessee
$186K -$55.2K -500 -23%
WPWM
3104
Western Pacific Wealth Management
Illinois
$185K
FP
3105
Financial Perspectives
Minnesota
$184K
AW
3106
Avion Wealth
Texas
$183K +$10.2K +89 +6%
FCG
3107
Financial Connections Group
California
$180K +$124K +1,080 +221%
LSA
3108
Lansing Street Advisors
Pennsylvania
$179K +$1.15K +10 +0.6%
NL
3109
NKCFO LLC
Illinois
$178K
TSWM
3110
Tyler-Stone Wealth Management
Ohio
$177K +$177K +1,538 New
GM
3111
GeoWealth Management
Illinois
$176K +$3.48K +30 +2%
HIM
3112
Hillsdale Investment Management
Ontario, Canada
$174K -$104K -900 -37%
CFS
3113
CGC Financial Services
Oregon
$173K +$173K +1,500 New
CPG
3114
Cornerstone Planning Group
New Jersey
$163K +$163K +1,411 New
KFS
3115
Kelly Financial Services
Massachusetts
$157K +$34.6K +300 +28%
TFP
3116
Tilia Fiduciary Partners
North Carolina
$155K -$2.42K -21 -2%
RI
3117
Ridgewood Investments
New Jersey
$154K -$15.9K -138 -9%
BHWM
3118
Beaird Harris Wealth Management
Texas
$151K
WFA
3119
West Financial Advisors
Iowa
$148K
CMBA
3120
C.M. Bidwell & Associates
Hawaii
$148K
SIC
3121
SJS Investment Consulting
Ohio
$144K -$2.54K -22 -2%
PCFFS
3122
Pacific Center for Financial Services
California
$141K
CTWM
3123
Cherry Tree Wealth Management
Minnesota
$140K +$140K +1,216 New
YDMI
3124
Y.D. More Investments
Israel
$140K
EIM
3125
Essex Investment Management
Massachusetts
$139K -$1.39K -12 -1%