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 %
SWP
501
Stratos Wealth Partners
Ohio
$19.9M +$1.4M +12,102 +8%
BMCM
502
Bryn Mawr Capital Management
Pennsylvania
$19.8M -$77.4K -671 -0.4%
NPF
503
Norris Perne & French
Michigan
$19.8M +$155K +1,340 +0.8%
DIA
504
Dana Investment Advisors
Wisconsin
$19.8M -$1.51M -13,105 -7%
Dodge & Cox
505
Dodge & Cox
California
$19.7M -$319K -2,761 -2%
BRWA
506
B. Riley Wealth Advisors
Florida
$19.6M -$1.07M -9,208 -5%
SGI
507
Summit Global Investments
Utah
$19.6M -$579K -5,020 -3%
PCIA
508
Prime Capital Investment Advisors
Kansas
$19.5M +$9.89M +85,705 +103%
ABC
509
Associated Banc-Corp
Wisconsin
$19.3M -$480K -4,161 -2%
KPWS
510
Kestra Private Wealth Services
Texas
$19.3M +$2.66M +23,090 +16%
GCM
511
Genus Capital Management
British Columbia, Canada
$19.2M +$19.2M +166,600 New
EHC
512
Everett Harris & Co
California
$19.1M -$164K -1,418 -0.8%
Pacer Advisors
513
Pacer Advisors
Pennsylvania
$19.1M +$570K +4,936 +3%
SCM
514
SKBA Capital Management
California
$19.1M -$2.53M -21,900 -12%
LCM
515
Logan Capital Management
Pennsylvania
$19.1M -$605K -5,243 -3%
PAM
516
Private Asset Management
California
$18.9M -$3.64M -31,517 -16%
SIMG
517
Sonora Investment Management Group
Arizona
$18.9M +$59.1K +512 +0.3%
SCA
518
Snowden Capital Advisors
New York
$18.8M +$1.52M +13,179 +9%
NAM
519
NorthCrest Asset Manangement
Minnesota
$18.8M +$122K +1,054 +0.7%
SS
520
Simplicity Solutions
Minnesota
$18.8M -$3.58M -31,014 -16%
PL
521
Parthenon LLC
Kentucky
$18.5M -$11.5K -100 -0.1%
BCV
522
Banque Cantonale Vaudoise
Switzerland
$18.4M -$2.01M -17,455 -10%
FA
523
FDx Advisors
Illinois
$18.4M -$3.81M -32,982 -17%
SEM
524
Suncoast Equity Management
Florida
$18.4M +$206K +1,784 +1%
BFG
525
Bleakley Financial Group
New Jersey
$18.4M -$2.09M -18,073 -10%