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 %
SCM
751
Shelton Capital Management
Colorado
$9.4M +$3.96M +34,281 +73%
Westfield Capital Management
752
Westfield Capital Management
Massachusetts
$9.39M +$564K +4,890 +6%
TF
753
Tompkins Financial
New York
$9.37M -$423K -3,664 -4%
VFM
754
Viking Fund Management
North Dakota
$9.35M +$462K +4,000 +5%
SIG
755
Sky Investment Group
Connecticut
$9.29M -$42.9K -372 -0.5%
WAL
756
W Advisors LLC
Tennessee
$9.27M -$100K -868 -1%
NSEDCP
757
NJ State Employees Deferred Compensation Plan
New Jersey
$9.26M
CCT
758
Chemung Canal Trust
New York
$9.24M -$148K -1,286 -2%
NMIMC
759
Northwestern Mutual Investment Management Company
Wisconsin
$9.24M +$39.5K +342 +0.4%
IAA
760
Independent Advisor Alliance
North Carolina
$9.19M +$597K +5,171 +7%
AR
761
Advisory Research
Illinois
$9.17M +$9.17M +79,479 New
EF
762
Empirical Finance
Pennsylvania
$9.16M +$1.04M +8,990 +13%
CCM
763
Coldstream Capital Management
Washington
$9.15M -$273K -2,368 -3%
TF
764
Talbot Financial
Washington
$9.15M +$50.7K +439 +0.6%
FMWA
765
Forvis Mazars Wealth Advisors
Missouri
$9.08M +$2.08M +18,024 +30%
CIM
766
Contravisory Investment Management
Massachusetts
$9.01M +$60.2K +522 +0.7%
BMM
767
Buffington Mohr McNeal
Idaho
$8.98M -$392K -3,393 -4%
TCM
768
Twin Capital Management
Pennsylvania
$8.89M +$378K +3,278 +4%
QPBE
769
Quintet Private Bank (Europe)
Luxembourg
$8.84M +$499K +4,368 +6%
VFA
770
Valeo Financial Advisors
Indiana
$8.84M +$575K +6,203 +7%
LW
771
Linscomb Wealth
Texas
$8.82M -$164K -1,425 -2%
FB
772
Fulton Bank
Pennsylvania
$8.79M -$99.1K -859 -1%
LNC
773
Lincoln National Corp
Pennsylvania
$8.78M +$78K +676 +0.9%
AIM
774
Anchor Investment Management
South Carolina
$8.74M +$109K +941 +1%
OCM
775
One Capital Management
California
$8.72M +$85.2K +738 +1%