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 %
DGAM
1026
Desjardins Global Asset Management
Quebec, Canada
$5.25M +$934K +8,098 +22%
ADBIC
1027
A.D. Beadell Investment Counsel
Wisconsin
$5.25M -$877K -7,599 -14%
FFA
1028
Fragasso Financial Advisors
Pennsylvania
$5.24M +$3.04M +26,307 +138%
RWA
1029
Ropes Wealth Advisors
Massachusetts
$5.24M +$720K +6,237 +16%
MJRIC
1030
Mogy Joel R Investment Counsel
California
$5.22M -$1.96K -17 -0%
DWT
1031
Dorsey & Whitney Trust
South Dakota
$5.21M +$69.8K +605 +1%
LSAG
1032
Lake Street Advisors Group
New Hampshire
$5.21M +$35.7K +309 +0.7%
AWM
1033
Avitas Wealth Management
California
$5.21M +$31.3K +271 +0.6%
WA
1034
WealthTrust Axiom
Pennsylvania
$5.2M -$11.1K -96 -0.2%
BIM
1035
Bridges Investment Management
Nebraska
$5.2M -$1.21M -10,457 -19%
SSI
1036
Scott & Selber Inc
Texas
$5.18M -$20.3K -176 -0.4%
RMCM
1037
Reynders McVeigh Capital Management
Massachusetts
$5.17M +$348K +3,012 +7%
PVI
1038
Pine Valley Investments
New Jersey
$5.15M +$2.34M +20,208 +83%
CCG
1039
Cypress Capital Group
Florida
$5.14M -$1.36M -11,827 -21%
PAMG
1040
Patton Albertson Miller Group
Tennessee
$5.13M -$45.6K -395 -0.9%
CHAM
1041
Clear Harbor Asset Management
Connecticut
$5.13M +$286K +2,477 +6%
SAIG
1042
Semper Augustus Investments Group
Colorado
$5.13M -$3.35K -29 -0.1%
FWM
1043
Finer Wealth Management
Massachusetts
$5.1M +$17.9K +155 +0.4%
MCM
1044
Manchester Capital Management
Vermont
$5.08M -$913K -7,914 -15%
B
1045
Bailard
California
$5.07M -$43K -373 -0.8%
FF
1046
Fluent Financial
Texas
$5.07M +$1.49M +12,906 +42%
AA
1047
Ancora Advisors
Ohio
$5.07M +$230K +1,990 +5%
ANTB
1048
AMG National Trust Bank
Colorado
$5.07M -$2.21M -19,195 -30%
QI
1049
QV Investors
Alberta, Canada
$5.04M -$246K -2,130 -5%
JAG
1050
Journey Advisory Group
Kentucky
$5.02M -$130K -1,130 -3%