3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
876
Ashton Thomas Private Wealth
Arizona
$6.36M -$1.94M -18,257 -23%
AIMCA
877
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.35M -$27.2M -255,410 -81%
CC
878
Courier Capital
New York
$6.35M -$112K -1,049 -2%
JWCA
879
J.W. Coons Advisors
Ohio
$6.33M -$145K -1,360 -2%
BWL
880
Bogart Wealth LLC
Virginia
$6.32M +$367K +3,452 +6%
ERIC
881
Eagle Rock Investment Company
Georgia
$6.31M -$336K -3,159 -5%
JCM
882
Jacobi Capital Management
Pennsylvania
$6.28M +$121K +1,134 +2%
PWM
883
Perigon Wealth Management
California
$6.23M -$5.67M -53,304 -48%
ACM
884
Ashford Capital Management
Delaware
$6.22M +$1.38M +12,984 +29%
AC
885
Addenda Capital
Quebec, Canada
$6.22M -$47.9K -447 -0.8%
GIA
886
Gladstone Institutional Advisory
Florida
$6.21M -$4.12M -38,699 -40%
RFM
887
Royal Fund Management
Florida
$6.21M -$251K -2,360 -4%
GA
888
GFS Advisors
Texas
$6.2M -$319K -3,000 -5%
NW
889
NewEdge Wealth
Pennsylvania
$6.19M +$438K +4,121 +8%
CTC (Chicago Trading Company)
890
CTC (Chicago Trading Company)
Illinois
$6.18M -$13.5M -127,806 -69%
HAS
891
HBW Advisory Services
California
$6.18M -$224K -2,104 -3%
Twin Tree Management
892
Twin Tree Management
Texas
$6.15M -$54.2M -509,340 -90%
FFWA
893
FRG Family Wealth Advisors
Washington
$6.15M -$58.5K -550 -0.9%
SVWAG
894
Sound View Wealth Advisors Group
Georgia
$6.14M +$680K +6,392 +12%
NB
895
NBT Bank
New York
$6.13M -$254K -2,386 -4%
MNBTD
896
Moody National Bank Trust Division
Texas
$6.1M +$26.6K +250 +0.4%
IFAM
897
Institutional & Family Asset Management
Colorado
$6.08M +$81.7K +768 +1%
EIA
898
Edgemoor Investment Advisors
Maryland
$6.06M -$416K -3,906 -6%
BP
899
Ballentine Partners
Massachusetts
$6.06M +$1.61M +15,114 +36%
PWMAG
900
Pinnacle Wealth Management Advisory Group
New Jersey
$6.04M -$61.6K -579 -1%