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 %
T2I
3126
Turim 21 Investimentos
Brazil
$138K
HC
3127
Hoese & Co
Minnesota
$138K
TLCM
3128
Twin Lakes Capital Management
California
$138K +$231 +2 +0.2%
WAM
3129
Worth Asset Management
Texas
$138K +$22.2K +192 +19%
AS
3130
Altshuler Shaham
Israel
$137K -$427K -3,700 -76%
EARNEST Partners
3131
EARNEST Partners
Georgia
$137K
AFIA
3132
America First Investment Advisors
Nebraska
$133K
ICM
3133
Intrepid Capital Management
Florida
$131K +$131K +1,133 New
FSWA
3134
Financial Synergies Wealth Advisors
Texas
$129K +$231 +2 +0.2%
LFASL
3135
Lugano Financial Advisors SA (LFA)
Switzerland
$129K
TFA
3136
Toth Financial Advisory
Virginia
$128K -$2.89K -25 -2%
CWA
3137
Core Wealth Advisors
Florida
$128K +$19.5K +169 +18%
HT
3138
Headlands Technologies
Illinois
$126K +$126K +1,094 New
HFS
3139
HBC Financial Services
Washington
$125K -$124K -1,173 -50%
SFG
3140
Steward Financial Group
Texas
$123K -$8.28K -72 -6%
Capstone Investment Advisors
3141
Capstone Investment Advisors
New York
$122K -$620K -5,369 -84%
GKIM
3142
GW&K Investment Management
Massachusetts
$122K +$90.7K +789 +290%
SIA
3143
Sit Investment Associates
Minnesota
$119K
CP
3144
Castleview Partners
Texas
$119K -$216K -1,868 -65%
CIA
3145
Cape Investment Advisory
Georgia
$118K +$115 +1 +0.1%
LTI
3146
Laffer Tengler Investments
Tennessee
$115K -$36.5K -316 -24%
DF
3147
DecisionPoint Financial
Arizona
$115K
CTB
3148
Country Trust Bank
Illinois
$114K
EWP
3149
Elevation Wealth Partners
California
$114K +$461 +4 +0.4%
UIA
3150
Ulland Investment Advisors
Minnesota
$113K