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 %
RC
926
Roundview Capital
New Jersey
$5.82M +$77.5K +728 +1%
JHCP
927
Jackson Hole Capital Partners
Oklahoma
$5.76M +$87K +822 +2%
VVP
928
Venture Visionary Partners
Ohio
$5.76M -$871K -8,190 -13%
HSA
929
HBK Sorce Advisory
Pennsylvania
$5.74M -$6.36M -59,826 -53%
VWM
930
Valley Wealth Managers
New Jersey
$5.74M -$230K -2,165 -4%
BFG
931
Berger Financial Group
Minnesota
$5.71M +$4.56M +42,873 +396%
PMAM
932
Picton Mahoney Asset Management
Ontario, Canada
$5.7M +$2.83M +26,617 +99%
BFO
933
Biltmore Family Office
North Carolina
$5.7M +$919K +8,578 +19%
BTWM
934
Baker Tilly Wealth Management
Wisconsin
$5.69M +$254K +2,383 +5%
BCM
935
Brookstone Capital Management
Illinois
$5.68M -$2.24M -19,505 -28%
IIM
936
Ipswich Investment Management
Massachusetts
$5.68M +$75.5K +710 +1%
BFO
937
Boston Family Office
Massachusetts
$5.66M +$10.7K +101 +0.2%
GC
938
Globeflex Capital
California
$5.65M
MWM
939
Marietta Wealth Management
Georgia
$5.65M -$251K -2,357 -4%
ADBIC
940
A.D. Beadell Investment Counsel
Wisconsin
$5.64M -$107K -1,002 -2%
KTC
941
Kistler-Tiffany Companies
Pennsylvania
$5.64M +$212K +1,996 +4%
NDSI
942
Newman Dignan & Sheerar Inc
Rhode Island
$5.61M -$103K -964 -2%
CW
943
Connectus Wealth
Ohio
$5.6M -$159K -1,491 -3%
BB
944
Berkshire Bank
Massachusetts
$5.6M -$453K -4,256 -7%
HAI
945
Hennessy Advisors Inc
California
$5.56M -$4.52M -42,500 -45%
RSC
946
Red Spruce Capital
Pennsylvania
$5.56M +$90.1K +847 +2%
HCM
947
Hilton Capital Management
New York
$5.56M +$5.56M +50,098 New
EA
948
Ellsworth Advisors
Ohio
$5.54M +$29.2K +274 +0.5%
ADL
949
Asset Dedication LLC
California
$5.54M -$122K -1,142 -2%
MGIA
950
Moneta Group Investment Advisors
Missouri
$5.54M +$1.25M +11,717 +29%