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 %
AAF
726
Andra AP-fonden
Sweden
$10M -$7.7M -66,700 -43%
GT
727
Greenleaf Trust
Michigan
$9.97M -$203K -1,760 -2%
TCOK
728
Trust Company of Kansas
Kansas
$9.93M -$268K -2,322 -3%
EWA
729
Exencial Wealth Advisors
Oklahoma
$9.93M +$125K +1,080 +1%
IWC
730
Integrated Wealth Concepts
Massachusetts
$9.91M +$2.21M +19,156 +29%
WIC
731
WealthBridge Investment Counsel
Alberta, Canada
$9.9M -$200K -1,730 -2%
LOPW
732
Live Oak Private Wealth
North Carolina
$9.84M -$239K -2,067 -2%
UAS
733
United Asset Strategies
New York
$9.8M -$23K -199 -0.2%
NC
734
NewSquare Capital
Pennsylvania
$9.79M +$502K +4,348 +5%
MC
735
Miramar Capital
Illinois
$9.79M -$123K -1,067 -1%
IEFM
736
IQ EQ Fund Management
Ireland
$9.76M -$51.6K -447 -0.5%
FSA
737
Fort Sheridan Advisors
Illinois
$9.76M +$482K +4,177 +5%
DWP
738
Daymark Wealth Partners
Ohio
$9.73M +$2.54M +22,052 +35%
GVAG
739
Great Valley Advisor Group
Delaware
$9.69M +$288K +2,499 +3%
CSIC
740
Clifford Swan Investment Counsel
California
$9.69M -$63.5K -550 -0.7%
MAM
741
Meeder Asset Management
Ohio
$9.69M -$561K -4,865 -5%
RGC
742
Redwood Grove Capital
California
$9.66M -$2.31M -20,000 -19%
AAM
743
Augustine Asset Management
Florida
$9.65M -$27.2K -236 -0.3%
FCA
744
FLC Capital Advisors
California
$9.62M
CAM
745
Carret Asset Management
New York
$9.61M -$168K -1,452 -2%
SAM
746
Shell Asset Management
Netherlands
$9.6M -$1.27M -11,033 -12%
AG
747
Advocate Group
Minnesota
$9.57M -$374K -3,244 -4%
AP
748
Archon Partners
New Jersey
$9.52M
AIA
749
Allied Investment Advisors
Montana
$9.45M +$73K +633 +0.8%
SP
750
Symmetry Partners
Connecticut
$9.43M -$50K -433 -0.5%