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 %
RDWM
851
Red Door Wealth Management
Tennessee
$7.48M +$1.09M +9,482 +17%
CAL
852
Capital Analysts LLC
Pennsylvania
$7.43M -$376K -3,260 -5%
Twin Tree Management
853
Twin Tree Management
Texas
$7.39M +$716K +6,201 +11%
BWM
854
Buckley Wealth Management
Nevada
$7.36M -$481K -4,166 -6%
CAM
855
Covenant Asset Management
New Jersey
$7.32M -$23.1K -200 -0.3%
MIA
856
MainStreet Investment Advisors
Illinois
$7.32M +$325K +2,818 +5%
FA
857
Fiduciary Alliance
South Carolina
$7.31M +$1.93M +16,727 +36%
ECM
858
Exchange Capital Management
Michigan
$7.29M -$132K -1,142 -2%
USCWA
859
U.S. Capital Wealth Advisors
Texas
$7.24M -$954K -8,268 -12%
AWCI
860
Alpine Woods Capital Investors
New York
$7.24M -$343K -2,970 -5%
CSPAM
861
Cary Street Partners Asset Management
Virginia
$7.21M -$21.2K -184 -0.3%
BOC
862
Barbara Oil Co
Illinois
$7.19M
CC
863
Capital Counsel
New York
$7.18M
LSA
864
L & S Advisors
California
$7.13M -$161K -1,391 -2%
Credit Agricole
865
Credit Agricole
France
$7.13M +$4.59M +39,812 +181%
RCP
866
Rothschild Capital Partners
New York
$7.1M
RBA
867
Richard Bernstein Advisors
New York
$7.08M -$178K -1,544 -2%
APP
868
Avantax Planning Partners
Iowa
$7.07M -$37.3K -323 -0.5%
CWA
869
Carolina Wealth Advisors
South Carolina
$7.06M +$62.5K +542 +0.9%
CRI
870
Commonwealth Retirement Investments
Virginia
$7.06M +$74.5K +646 +1%
OLA
871
Oliver Luxxe Assets
New Jersey
$7.04M -$85.5K -741 -1%
GCM
872
Gibraltar Capital Management
Oklahoma
$7.04M +$14.8K +128 +0.2%
OIA
873
OneDigital Investment Advisors
Kansas
$7.03M -$502K -4,353 -7%
SIM
874
Seaview Investment Managers
Florida
$7.03M +$126K +1,089 +2%
SWS
875
SYSTM Wealth Solutions
Illinois
$7.02M -$2.42M -20,989 -26%