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 %
BBA
926
BLB&B Advisors
Pennsylvania
$6.19M -$246K -2,130 -4%
BFO
927
Biltmore Family Office
North Carolina
$6.18M +$3.83K +33 +0.1%
IIM
928
Ipswich Investment Management
Massachusetts
$6.17M +$13.5K +117 +0.2%
FEG
929
Financial Enhancement Group
Indiana
$6.14M -$2.52M -23,862 -29%
GC
930
Globeflex Capital
California
$6.13M
KTC
931
Kistler-Tiffany Companies
Pennsylvania
$6.1M -$18.8K -163 -0.3%
ADL
932
Asset Dedication LLC
California
$6.09M +$66.2K +573 +1%
MWM
933
Marietta Wealth Management
Georgia
$6.07M -$57.1K -495 -0.9%
BFO
934
Boston Family Office
Massachusetts
$6.06M -$77.7K -673 -1%
LOAME
935
Lombard Odier Asset Management (Europe)
United Kingdom
$6.06M -$345K -2,993 -5%
HSA
936
HBK Sorce Advisory
Pennsylvania
$6.02M -$207K -1,795 -3%
JHCP
937
Jackson Hole Capital Partners
Oklahoma
$6.01M -$263K -2,277 -4%
BC
938
Burney Company
Virginia
$5.98M +$1.9M +16,434 +46%
OAC
939
OMERS Administration Corp
Ontario, Canada
$5.98M -$1.24M -10,706 -17%
BFG
940
Berger Financial Group
Minnesota
$5.98M -$215K -1,860 -3%
HCM
941
Howland Capital Management
Massachusetts
$5.98M -$27.1K -233 -0.5%
SWM
942
Spire Wealth Management
Virginia
$5.96M -$505K -4,380 -8%
RWM
943
Ritholtz Wealth Management
New York
$5.95M +$110K +951 +2%
HDIM
944
Hanson & Doremus Investment Management
Vermont
$5.95M +$147K +1,273 +3%
NDSI
945
Newman Dignan & Sheerar Inc
Rhode Island
$5.95M -$134K -1,163 -2%
IWP
946
Icon Wealth Partners
Texas
$5.92M -$1.33M -11,528 -18%
BWS
947
Buck Wealth Strategies
Colorado
$5.89M +$361K +3,132 +7%
FNBOMD
948
First National Bank of Mount Dora
Florida
$5.89M -$48.8K -423 -0.8%
SPC
949
Sigma Planning Corp
Michigan
$5.88M -$2.72M -23,614 -32%
MYLI
950
Meiji Yasuda Life Insurance
Japan
$5.88M +$50.3K +436 +0.9%