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 %
SFA
901
Sequoia Financial Advisors
Ohio
$6.59M -$7.07M -61,165 -52%
EIA
902
Edgemoor Investment Advisors
Maryland
$6.55M -$20.8K -180 -0.3%
ET
903
Equitable Trust
Tennessee
$6.54M
HIP
904
Harrell Investment Partners
Texas
$6.52M +$97K +841 +2%
NW
905
NewEdge Wealth
Pennsylvania
$6.49M -$224K -1,942 -3%
NB
906
NBT Bank
New York
$6.49M -$154K -1,332 -2%
PA
907
Parallel Advisors
California
$6.48M +$77.3K +670 +1%
MWM
908
Modera Wealth Management
New Jersey
$6.47M +$2.31M +20,004 +55%
SFG
909
SevenBridge Financial Group
Pennsylvania
$6.46M -$58.5K -507 -0.9%
FFWA
910
FRG Family Wealth Advisors
Washington
$6.45M -$212K -1,839 -3%
CTA
911
Chesley Taft & Associates
Illinois
$6.45M -$71K -615 -1%
MIM
912
Montgomery Investment Management
Maryland
$6.41M
RC
913
Roundview Capital
New Jersey
$6.36M +$48.5K +420 +0.8%
PWMAG
914
Pinnacle Wealth Management Advisory Group
New Jersey
$6.35M -$199K -1,726 -3%
SAM
915
Sectoral Asset Management
Quebec, Canada
$6.35M
WCF
916
West Coast Financial
California
$6.33M -$8.54K -74 -0.1%
SL
917
Sentry LLC
Tennessee
$6.33M +$5.54K +48 +0.1%
BP
918
Ballentine Partners
Massachusetts
$6.31M -$258K -2,236 -4%
IFAM
919
Institutional & Family Asset Management
Colorado
$6.3M -$288K -2,493 -4%
CB
920
Cadence Bank
Mississippi
$6.29M -$28K -243 -0.4%
MGIA
921
Moneta Group Investment Advisors
Missouri
$6.28M +$266K +2,306 +4%
AAM
922
Azzad Asset Management
Virginia
$6.27M -$695K -6,019 -10%
NCM
923
Narwhal Capital Management
Georgia
$6.26M -$681K -5,900 -10%
VVP
924
Venture Visionary Partners
Ohio
$6.24M +$577 +5 +0%
ERIC
925
Eagle Rock Investment Company
Georgia
$6.22M -$47.5K -450 -0.8%