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 %
ATPW
801
Ashton Thomas Private Wealth
Arizona
$8.24M +$1.34M +11,629 +19%
GIA
802
Gladstone Institutional Advisory
Florida
$8.2M +$1.47M +12,702 +22%
TW
803
TrinityPoint Wealth
Connecticut
$8.2M +$18.9K +164 +0.2%
SC
804
Sonen Capital
California
$8.19M
BCM
805
Barometer Capital Management
Ontario, Canada
$8.19M +$5.01M +43,445 +158%
Nomura Holdings
806
Nomura Holdings
Japan
$8.18M +$8.18M +70,889 New
ACA
807
Aptus Capital Advisors
Alabama
$8.17M -$490K -4,244 -6%
CA
808
Clearstead Advisors
Ohio
$8.12M +$272K +2,360 +3%
GIA
809
Guyasuta Investment Advisors
Pennsylvania
$8.11M -$440K -3,815 -5%
EFIC
810
Eliot Finkel Investment Counsel
California
$8.09M -$43.8K -380 -0.5%
MCM
811
Moore Capital Management
New York
$8.08M +$5.77M +50,000 +250%
RB
812
Rodgers Brothers
Pennsylvania
$8.05M +$997K +8,638 +14%
BE
813
Bonness Enterprises
District of Columbia
$8.02M
PWP
814
Principle Wealth Partners
Connecticut
$7.96M -$44.5K -386 -0.6%
HI
815
Horizon Investments
North Carolina
$7.95M -$724K -6,272 -8%
ECM
816
Evergreen Capital Management
Washington
$7.93M +$309K +2,661 +4%
BCM
817
BTC Capital Management
Iowa
$7.93M -$296K -2,568 -4%
RHDIC
818
R.H. Dinel Investment Counsel
California
$7.92M
CCMINC
819
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.92M +$7.2K +62 +0.1%
TW
820
Transform Wealth
Colorado
$7.9M +$55K +474 +0.7%
OCAM
821
Onex Canada Asset Management
Ontario, Canada
$7.89M -$1.21M -10,450 -13%
AAIM
822
Asset Advisors Investment Management
Georgia
$7.86M -$23.1K -200 -0.3%
CIA
823
Choate Investment Advisors
Massachusetts
$7.83M +$1.29M +11,214 +20%
MCP
824
Martin Capital Partners
Oregon
$7.82M -$173K -1,501 -2%
NSIM
825
North Star Investment Management
Illinois
$7.8M -$24.2K -210 -0.3%