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 %
DCM
3151
Disciplina Capital Management
Tennessee
$113K +$113K +976 New
VCM
3152
Versant Capital Management
Arizona
$107K +$11K +95 +11%
TCCM
3153
Timber Creek Capital Management
Massachusetts
$105K -$7.04K -61 -6%
CCMI
3154
Creative Capital Management Investments
California
$97.3K
PIAS
3155
PCA Investment Advisory Services
Ohio
$95.9K +$95.9K +831 New
LWP
3156
Lumature Wealth Partners
Georgia
$95.2K +$2.54K +22 +3%
TAM
3157
Tucker Asset Management
Colorado
$95.1K -$6K -52 -6%
RG
3158
Retirement Group
California
$92K +$36.9K +567 +67%
LWA
3159
Lowe Wealth Advisors
Maryland
$91.4K -$5.77K -50 -6%
PI
3160
PEAK6 Investments
Illinois
$87.8K +$87.8K +761 New
CAS
3161
Coppell Advisory Solutions
Texas
$86.7K +$86.7K +764 New
BHWM
3162
Bay Harbor Wealth Management
Maryland
$82.9K -$6.62K -57 -7%
TAIM
3163
TD Ameritrade Investment Management
Nebraska
$77K -$20.8K -180 -21%
DI
3164
Disciplined Investments
Oklahoma
$75.1K -$1.39K -12 -2%
FFA
3165
Fairfield Financial Advisors
Massachusetts
$74.5K +$462 +4 +0.6%
BAM
3166
Bellevue Asset Management
Washington
$71.2K +$231 +2 +0.3%
NBT
3167
Northwest Bank & Trust
Iowa
$70.4K +$70.4K +610 New
GG
3168
Gleason Group
Kentucky
$69.4K +$46.3K +401 +201%
CCM
3169
Copeland Capital Management
Pennsylvania
$69.2K
IA
3170
IFS Advisors
Kansas
$68.9K
AP
3171
Atwood & Palmer
Missouri
$66.9K +$2.89K +25 +5%
GWMIA
3172
Global Wealth Management Investment Advisory
Florida
$66.9K +$66.9K +580 New
SCA
3173
Stuart Chaussee & Associates
California
$65.8K
WIM
3174
WealthPlan Investment Management
Nebraska
$65.7K -$130K -1,130 -67%
SC
3175
Stephens Consulting
Michigan
$65.3K