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 %
GIM
1001
Greylin Investment Management
Virginia
$4.99M -$3.72K -35 -0.1%
QIM
1002
Quest Investment Management
Oregon
$4.98M +$3.06M +28,794 +160%
PT
1003
Plimoth Trust
Massachusetts
$4.97M +$118K +1,107 +2%
AC
1004
Abbrea Capital
California
$4.97M +$38.6K +360 +0.8%
BMA
1005
Brooks Moore & Associates
Tennessee
$4.96M +$197K +1,856 +4%
FCMT
1006
Founders Capital Management (Texas)
Texas
$4.96M -$30.9K -290 -0.6%
FA
1007
Fiduciary Alliance
South Carolina
$4.96M +$337K +3,168 +7%
Loomis, Sayles & Company
1008
Loomis, Sayles & Company
Massachusetts
$4.94M -$361K -3,394 -7%
CAM
1009
Cozad Asset Management
Illinois
$4.92M -$125K -1,179 -2%
DAS
1010
Dynamic Advisor Solutions
Arizona
$4.91M -$98.3K -924 -2%
RP
1011
Rowlandmiller & Partners
Georgia
$4.91M -$26.1K -245 -0.5%
RWM
1012
Rench Wealth Management
Texas
$4.9M -$1.44M -13,557 -23%
JSC
1013
Jackson Square Capital
California
$4.89M +$4.16M +39,119 +570%
GP
1014
Girard Partners
Pennsylvania
$4.88M -$89.2K -838 -2%
QI
1015
QV Investors
Alberta, Canada
$4.87M -$263K -2,470 -5%
JWCA
1016
J.W. Cole Advisors
Florida
$4.87M +$27.3K +257 +0.6%
BAM
1017
Belpointe Asset Management
Nevada
$4.85M -$637K -5,983 -12%
WSTAM
1018
Wilbanks Smith & Thomas Asset Management
Virginia
$4.85M -$166K -1,564 -3%
FIM
1019
FWL Investment Management
Texas
$4.85M -$227K -2,137 -4%
PCS
1020
Personal CFO Solutions
New Jersey
$4.84M -$101K -948 -2%
HC
1021
Hendley & Co
Ohio
$4.82M -$3.94K -37 -0.1%
MFG
1022
Merit Financial Group
Georgia
$4.81M -$91K -855 -2%
MJRIC
1023
Mogy Joel R Investment Counsel
California
$4.81M +$106 +1 +0%
WA
1024
WealthTrust Axiom
Pennsylvania
$4.81M -$112K -1,056 -2%
MFG
1025
Monte Financial Group
Connecticut
$4.79M -$838K -7,880 -15%