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 %
AC
1001
Abbrea Capital
California
$5.45M +$56.2K +484 +1%
TA
1002
Tectonic Advisors
Texas
$5.43M +$310K +2,686 +6%
EH
1003
Equitable Holdings
New York
$5.42M +$560K +4,857 +12%
WSTAM
1004
Wilbanks Smith & Thomas Asset Management
Virginia
$5.42M +$158K +1,369 +3%
BCM
1005
Brookstone Capital Management
Illinois
$5.42M +$31.6K +290 +0.6%
HC
1006
Hendley & Co
Ohio
$5.4M +$179K +1,550 +3%
LCM
1007
Legato Capital Management
California
$5.4M +$1.32M +11,446 +32%
PTC
1008
Philadelphia Trust Company
Pennsylvania
$5.4M -$148K -1,282 -3%
FM
1009
Foster & Motley
Ohio
$5.39M +$248K +2,148 +5%
PCA
1010
Pallas Capital Advisors
Massachusetts
$5.37M +$3.94M +37,306 +274%
GIM
1011
Greylin Investment Management
Virginia
$5.36M -$51.9K -450 -1%
BMA
1012
Brooks Moore & Associates
Tennessee
$5.36M -$26K -225 -0.5%
RMAM
1013
Raab & Moskowitz Asset Management
New Jersey
$5.32M -$98.9K -857 -2%
PT
1014
Plimoth Trust
Massachusetts
$5.32M -$74.2K -643 -1%
CAM
1015
Cozad Asset Management
Illinois
$5.32M -$21.6K -187 -0.4%
SCP
1016
Sandhill Capital Partners
New York
$5.32M -$273K -2,364 -5%
FCMT
1017
Founders Capital Management (Texas)
Texas
$5.31M -$70.3K -609 -1%
CS
1018
Comerica Securities
Michigan
$5.31M -$266K -2,291 -5%
RP
1019
Rowlandmiller & Partners
Georgia
$5.31M -$17.4K -151 -0.3%
RWM
1020
Rench Wealth Management
Texas
$5.3M -$14.2K -123 -0.3%
MWA
1021
Meridian Wealth Advisors
Texas
$5.29M -$279K -2,414 -5%
GP
1022
Girard Partners
Pennsylvania
$5.29M +$2.31K +20 +0%
JWM
1023
Jackson Wealth Management
Florida
$5.29M +$5.29M +45,858 New
CW
1024
Connectus Wealth
Ohio
$5.29M -$784K -6,790 -13%
JSC
1025
Jackson Square Capital
California
$5.25M -$51.9K -450 -1%