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 %
AUB
651
Atlantic Union Bankshares
Virginia
$12.4M +$710K +6,154 +6%
CWM
652
Curi Wealth Management
North Carolina
$12.4M -$384K -3,327 -3%
SGC
653
Slocum, Gordon & Co
Rhode Island
$12.3M -$60.7K -526 -0.5%
GIM
654
Grassi Investment Management
California
$12.3M -$69.1K -599 -0.6%
BFS
655
Bard Financial Services
Connecticut
$12.3M -$89.4K -775 -0.7%
RIL
656
Rothschild Investment LLC
Illinois
$12.3M +$95.2K +825 +0.8%
SC
657
Savant Capital
Illinois
$12.2M +$6.33M +54,868 +107%
EIP
658
Easterly Investment Partners
Massachusetts
$12.2M -$6.44M -55,821 -35%
ECM
659
Estabrook Capital Management
New York
$12.1M -$88.4K -766 -0.7%
AssetMark Inc
660
AssetMark Inc
California
$12.1M +$2.73M +23,677 +29%
DT
661
Diversified Trust
Tennessee
$12.1M +$642K +5,567 +6%
MSS
662
Mitchell Sinkler & Starr
Pennsylvania
$12.1M -$23.1K -200 -0.2%
SAM
663
SP Asset Management
California
$12M +$76.2K +660 +0.6%
MLL
664
Moody Lynn & Lieberson
Massachusetts
$11.9M -$1.79M -15,508 -13%
LBC
665
Lowe Brockenbrough & Co
Virginia
$11.8M +$74.1K +639 +0.6%
CIC
666
Cutler Investment Counsel
Oregon
$11.8M -$494K -4,257 -4%
HWM
667
HB Wealth Management
Georgia
$11.7M +$571K +4,946 +5%
BVDMP
668
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.7M -$2.96M -28,000 -20%
JIC
669
Johnson Investment Counsel
Ohio
$11.7M +$369K +3,199 +3%
NCM
670
Noesis Capital Mangement
Florida
$11.7M +$10.4K +90 +0.1%
SAM
671
Sabadell Asset Management
Spain
$11.7M -$612K -5,354 -5%
BL
672
Balentine LLC
Georgia
$11.7M -$68.7K -595 -0.6%
AWAG
673
ARS Wealth Advisors Group
Florida
$11.6M -$420K -3,644 -3%
JGUA
674
John G. Ullman & Associates
New York
$11.6M -$101K -872 -0.9%
BFIM
675
Beese Fulmer Investment Management
Ohio
$11.6M +$442K +3,830 +4%