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 %
NFC
776
Northeast Financial Consultants
Connecticut
$8.67M +$9.35K +81 +0.1%
AWM
777
Apollon Wealth Management
South Carolina
$8.65M +$29.1K +252 +0.3%
CC
778
Courier Capital
New York
$8.63M +$1.75M +15,161 +25%
VIM
779
Vinva Investment Management
Australia
$8.63M -$1.02M -8,987 -11%
ECM
780
Everence Capital Management
Indiana
$8.61M
BFM
781
Boston Financial Management
Massachusetts
$8.58M -$286K -2,479 -3%
SCP
782
Stamos Capital Partners
California
$8.56M -$231K -2,000 -3%
SFWA
783
Summit Financial Wealth Advisors
Louisiana
$8.52M -$374K -3,242 -4%
SNB
784
Security National Bank
Nebraska
$8.49M -$505K -4,373 -6%
RPC
785
Rossmore Private Capital
Connecticut
$8.49M +$288K +2,492 +4%
SG Americas Securities
786
SG Americas Securities
New York
$8.46M +$4.79M +41,480 +130%
AIP
787
Ameritas Investment Partners
Nebraska
$8.45M -$447K -3,870 -5%
IAM
788
Innovis Asset Management
Illinois
$8.45M +$2.01M +17,377 +31%
IIC
789
Ironwood Investment Counsel
Arizona
$8.45M +$71.5K +620 +0.9%
1IA
790
1834 Investment Advisors
Wisconsin
$8.43M -$615K -5,329 -7%
FM
791
Freemont Management
Switzerland
$8.4M
WS
792
Wedbush Securities
California
$8.4M +$44.5K +386 +0.5%
AF
793
Alerus Financial
North Dakota
$8.37M -$44.3K -384 -0.5%
KIA
794
KCM Investment Advisors
California
$8.33M -$269K -2,333 -3%
TNB
795
Thomasville National Bank
Georgia
$8.33M -$310K -2,687 -4%
KWM
796
Kingsview Wealth Management
Oregon
$8.32M -$824K -7,137 -9%
XF
797
XML Financial
Maryland
$8.3M -$87.4K -757 -1%
MHIC
798
Marble Harbor Investment Counsel
Massachusetts
$8.29M
ACM
799
Argyle Capital Management
Pennsylvania
$8.29M -$342K -2,968 -4%
CA
800
Cullinan Associates
Kentucky
$8.28M -$589K -5,102 -7%