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 %
BSW
576
Buckingham Strategic Wealth
Missouri
$15.5M +$3.76M +32,547 +32%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$15.4M +$22.3K +193 +0.1%
BIAS
578
Beacon Investment Advisory Services
New Jersey
$15.4M +$101K +875 +0.7%
CIA
579
CCM Investment Advisers
South Carolina
$15.4M -$16.8K -146 -0.1%
EWM
580
Edge Wealth Management
New York
$15.3M +$361K +3,128 +2%
ASN
581
Advisory Services Network
Georgia
$15.3M -$699K -6,057 -4%
CF
582
Covea Finance
France
$15.3M +$15.3M +132,900 New
DWM
583
Dakota Wealth Management
Florida
$15.3M +$1.5M +13,040 +11%
SBH
584
Segall Bryant & Hamill
Illinois
$15.2M -$403K -3,493 -3%
CWM
585
Congress Wealth Management
Massachusetts
$15.2M +$185K +1,600 +1%
AIMC
586
Alley Investment Management Company
Illinois
$15.2M +$80.8K +700 +0.5%
WC
587
Woodstock Corp
Massachusetts
$14.8M -$91.3K -791 -0.6%
Lido Advisors
588
Lido Advisors
California
$14.8M +$714K +6,187 +5%
MRCM
589
M&R Capital Management
New Jersey
$14.7M +$303K +2,624 +2%
TCOV
590
Trust Company of Vermont
Vermont
$14.7M +$315K +2,731 +2%
HFRG
591
Houlihan Financial Resource Group
Virginia
$14.7M +$14.2M +125,020 +2,776%
RWP
592
RWA Wealth Partners
Massachusetts
$14.7M +$3.16M +27,396 +27%
PCM
593
Parsons Capital Management
Rhode Island
$14.7M -$1.62K -14 -0%
Wealth Enhancement Advisory Services
594
Wealth Enhancement Advisory Services
Minnesota
$14.7M -$675K -5,850 -4%
CRC
595
Curi RMB Capital
Illinois
$14.6M +$770K +6,674 +6%
LS
596
Livforsakringsbolaget Skandia
Sweden
$14.5M -$1.45M -12,500 -9%
VAS
597
Vestmark Advisory Solutions
Massachusetts
$14.5M -$267K -2,317 -2%
AAS
598
Avantax Advisory Services
Texas
$14.4M +$467K +4,044 +3%
AAIM
599
American Assets Investment Management
California
$14.4M
QIM
600
Quest Investment Management
Oregon
$14.4M +$8.98M +77,819 +166%