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 %
M
526
MOTCO
Texas
$18.2M -$1.17M -10,129 -6%
WIC
527
Woodmont Investment Counsel
Tennessee
$18.1M -$636K -5,515 -3%
PP
528
Prospector Partners
Connecticut
$18.1M -$332K -2,875 -2%
LSERS
529
Louisiana State Employees Retirement System
Louisiana
$18.1M -$900K -7,800 -5%
MCM
530
MAI Capital Management
Ohio
$17.9M +$273K +2,363 +2%
VIA
531
Vident Investment Advisory
Georgia
$17.9M -$8.8M -76,249 -33%
CAM
532
ClariVest Asset Management
California
$17.7M -$3.28M -28,396 -16%
BFA
533
Bragg Financial Advisors
North Carolina
$17.6M -$26.9K -233 -0.2%
CK
534
Cohen Klingenstein
New York
$17.5M -$208K -1,800 -1%
WFAG
535
Wescott Financial Advisory Group
Pennsylvania
$17.5M +$497K +4,304 +3%
AAS
536
Annex Advisory Services
Wisconsin
$17.4M +$240K +2,078 +1%
Empower Advisory Group
537
Empower Advisory Group
Colorado
$17.3M -$476K -4,121 -3%
SW
538
SVB Wealth
Massachusetts
$17.3M -$5.18M -44,877 -23%
V
539
Veritable
Delaware
$17.3M -$171K -1,480 -1%
GG
540
Greenwood Gearhart
Arkansas
$17.3M +$266K +2,305 +2%
NCM
541
Novare Capital Management
North Carolina
$17.2M -$127K -1,102 -0.7%
CC
542
Cadinha & Co
Hawaii
$17.1M +$7.53M +65,258 +79%
WSFS
543
Wilmington Savings Fund Society
Delaware
$17.1M -$279K -2,416 -2%
LNB
544
Ledyard National Bank
$17M -$189K -1,642 -1%
WTB
545
Washington Trust Bank
Washington
$16.9M +$110K +956 +0.7%
MC
546
Moors & Cabot
Massachusetts
$16.9M -$121K -1,049 -0.7%
GIM
547
Goelzer Investment Management
Indiana
$16.8M -$1.22M -10,539 -7%
API
548
Advisor Partners II
California
$16.6M +$2.62M +22,718 +19%
PAS
549
Park Avenue Securities
New York
$16.6M +$2.13M +18,427 +15%
BCM
550
Bourgeon Capital Management
Connecticut
$16.5M -$28.3K -245 -0.2%