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 %
CA
476
Cornerstone Advisors
North Carolina
$22.2M -$7.77M -67,300 -26%
SSWM
477
Smith Salley Wealth Management
North Carolina
$22.1M +$127K +1,102 +0.6%
CGH
478
Crossmark Global Holdings
Texas
$22.1M +$1.59M +14,978 +8%
BWP
479
Baldwin Wealth Partners
Massachusetts
$21.9M -$5.54K -48 -0%
RPAM
480
Rhenman & Partners Asset Management
Sweden
$21.9M -$5.88M -51,000 -21%
NRS
481
Neville Rodie & Shaw
New York
$21.7M -$532K -4,611 -2%
AT
482
Avalon Trust
New Mexico
$21.7M -$8.65K -75 -0%
SCA
483
Stillwater Capital Advisors
Pennsylvania
$21.6M -$78.9K -684 -0.4%
FP
484
Foundry Partners
Minnesota
$21.4M -$86.3K -748 -0.4%
MA
485
Montag & Associates
Georgia
$21.3M +$11.8K +102 +0.1%
BCIM
486
Black Creek Investment Management
Ontario, Canada
$21.1M +$16.1M +139,200 +320%
CDH
487
Charles D. Hyman
$21.1M +$355K +3,080 +2%
EWA
488
EP Wealth Advisors
California
$20.8M +$6.78M +6,731 +48%
GHA
489
GW Henssler & Associates
Georgia
$20.8M -$230K -1,992 -1%
HIMCH
490
Hartford Investment Management Co (HIMCO)
Connecticut
$20.7M -$4.1M -35,502 -17%
GAI
491
General American Investors
New York
$20.7M
APF
492
Alaska Permanent Fund
Alaska
$20.6M +$20.6M +178,504 New
TMAM
493
Tokio Marine Asset Management
Japan
$20.5M +$383K +3,320 +2%
BG
494
Bollard Group
Massachusetts
$20.3M +$144K +1,247 +0.7%
Marshall Wace
495
Marshall Wace
United Kingdom
$20.3M +$20.3M +176,087 New
WIC
496
Wilkins Investment Counsel
Massachusetts
$20.1M -$1.02M -8,846 -5%
MGAM
497
McGowan Group Asset Management
Texas
$20.1M -$8.89K -77 -0%
ATC
498
Argent Trust Co
Tennessee
$20M +$1.16M +10,055 +6%
Jones Financial Companies
499
Jones Financial Companies
Missouri
$20M -$620K -5,377 -3%
FFH
500
Fairfax Financial Holdings
Ontario, Canada
$19.9M