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 %
WIS
1051
Wright Investors Service
Connecticut
$5.02M +$340K +2,943 +7%
PCS
1052
Personal CFO Solutions
New Jersey
$5.02M -$229K -1,984 -4%
CIC
1053
Carnegie Investment Counsel
Ohio
$5.01M -$129K -1,114 -2%
LIM
1054
Leavell Investment Management
Alabama
$5M +$13.9K +120 +0.3%
SB
1055
Strategic Blueprint
Georgia
$4.99M +$965K +8,361 +24%
CL
1056
Choreo LLC
Illinois
$4.98M -$92K -792 -2%
JWCA
1057
J.W. Cole Advisors
Florida
$4.95M -$333K -2,888 -6%
PIMJS
1058
PKO Investment Management Joint-Stock
Poland
$4.95M +$404K +3,500 +9%
HCA
1059
Harbor Capital Advisors
Illinois
$4.94M
DIA
1060
Dean Investment Associates
Ohio
$4.91M +$50.8K +440 +1%
HVP
1061
Hudson Value Partners
Florida
$4.88M +$144K +1,248 +3%
FFBTD
1062
First Financial Bank - Trust Division
Ohio
$4.88M -$108K -934 -2%
CCA
1063
Catalyst Capital Advisors
New York
$4.88M -$265K -2,300 -5%
CCG
1064
Chatham Capital Group
Georgia
$4.87M +$21.3K +185 +0.4%
MFG
1065
Monte Financial Group
Connecticut
$4.86M -$335K -2,905 -6%
DAS
1066
Dynamic Advisor Solutions
Arizona
$4.86M -$471K -4,082 -9%
AFG
1067
Albion Financial Group
Utah
$4.85M +$46.5K +403 +1%
PWP
1068
Perfromance Wealth Partners
Illinois
$4.85M +$644K +5,660 +15%
WANY
1069
Wealthspire Advisors (New York)
New York
$4.85M +$300K +2,601 +7%
RSVP
1070
Ramsay Stattman Vela & Price
Colorado
$4.84M -$132K -1,145 -3%
BCM
1071
Beddow Capital Management
Wyoming
$4.81M -$70.4K -610 -1%
CAM
1072
Cypress Asset Management
Texas
$4.79M +$16.7K +143 +0.3%
AF
1073
Allworth Financial
California
$4.77M -$6.35K -55 -0.1%
CI
1074
Conning Inc
Connecticut
$4.76M -$16.3K -141 -0.3%
ST
1075
Spinnaker Trust
Maine
$4.76M -$68.1K -590 -1%