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 %
MCM
601
Mengis Capital Management
Oregon
$14.4M -$567K -4,910 -4%
CIS
602
Connors Investor Services
Pennsylvania
$14.3M -$1.6M -13,850 -10%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$14.3M -$27K -234 -0.2%
AAM
604
Auxier Asset Management
Oregon
$14.3M +$131K +1,131 +0.9%
IHL
605
Investment House LLC
California
$14.2M -$268K -2,325 -2%
NMERB
606
New Mexico Educational Retirement Board
New Mexico
$14.2M +$681K +5,900 +5%
MDCM
607
Morgan Dempsey Capital Management
Wisconsin
$14.1M -$14.9K -129 -0.1%
SCA
608
Stonebridge Capital Advisors
Minnesota
$14.1M -$456K -3,949 -3%
GI
609
GAMCO Investors
Connecticut
$14.1M -$767K -6,645 -5%
FNBOO
610
First National Bank of Omaha
Nebraska
$14M -$122K -1,056 -0.9%
MGIA
611
Matthew Goff Investment Advisor
Texas
$14M -$401K -3,476 -3%
SFM
612
Sphera Funds Management
Israel
$13.9M
PWAG
613
Polaris Wealth Advisory Group
California
$13.9M -$1.17M -10,149 -8%
MCM
614
Monarch Capital Management
Indiana
$13.8M -$150K -1,290 -1%
CIC
615
Chilton Investment Company
Connecticut
$13.8M +$1.58M +13,718 +13%
BFM
616
Boothbay Fund Management
New York
$13.8M -$11.7M -101,737 -46%
IIM
617
Intact Investment Management
Quebec, Canada
$13.8M -$3.69M -32,000 -21%
AIP
618
ARS Investment Partners
New York
$13.7M -$148K -1,280 -1%
CB
619
Community Bank
New York
$13.7M -$228K -1,977 -2%
CVM
620
Cheviot Value Management
California
$13.6M +$250K +2,166 +2%
WC
621
Whitney & Co
New York
$13.5M -$83K -719 -0.6%
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$13.4M +$367K +3,180 +3%
SW
623
SteelPeak Wealth
California
$13.4M -$1.79M -15,407 -12%
LG
624
LaFleur & Godfrey
Michigan
$13.2M -$76.2K -660 -0.6%
EWM
625
Evercore Wealth Management
New York
$13.2M +$269K +2,333 +2%