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 %
TFM
1076
TFC Financial Management
Massachusetts
$4.75M +$7.39K +64 +0.2%
SW
1077
SlateStone Wealth
Florida
$4.75M -$112K -970 -2%
WCM
1078
Whitener Capital Management
North Carolina
$4.73M +$2.42K +21 +0.1%
BCA
1079
Bray Capital Advisors
Florida
$4.72M -$169K -1,461 -3%
MPM
1080
Meritage Portfolio Management
Kansas
$4.71M +$176K +1,526 +4%
BCM
1081
Birmingham Capital Management
Alabama
$4.71M -$980K -8,493 -17%
SGA
1082
Strategic Global Advisors
California
$4.69M +$2.87M +24,851 +158%
T
1083
TNF
Montana
$4.68M
HCM
1084
Hengehold Capital Management
Ohio
$4.68M -$60K -520 -1%
JPMIA
1085
J.P. Marvel Investment Advisors
Massachusetts
$4.67M
MAS
1086
Meeder Advisory Services
Ohio
$4.67M +$238K +2,061 +5%
HH
1087
Hilltop Holdings
Texas
$4.66M -$224K -1,937 -5%
WCA
1088
Westover Capital Advisors
Delaware
$4.66M -$5.42K -47 -0.1%
BBWA
1089
Bell & Brown Wealth Advisors
California
$4.64M +$80.2K +695 +2%
TYCC
1090
Texas Yale Capital Corp
Florida
$4.63M
FHA
1091
Flagship Harbor Advisors
Massachusetts
$4.62M -$35.2K -305 -0.8%
CPA
1092
Capital Planning Advisors
California
$4.62M -$77.3K -670 -2%
RWM
1093
RBA Wealth Management
California
$4.62M +$39.2K +340 +0.9%
CW
1094
CreativeOne Wealth
Kansas
$4.61M +$53.5K +464 +1%
WPC
1095
White Pine Capital
Minnesota
$4.57M -$89.5K -776 -2%
PIA
1096
Petredis Investment Advisors
Pennsylvania
$4.57M +$2.31K +20 +0.1%
AF
1097
Advisornet Financial
Minnesota
$4.57M -$118K -1,023 -3%
WPW
1098
Waldron Private Wealth
Pennsylvania
$4.56M -$104K -893 -2%
CPC
1099
Consolidated Planning Corp
Georgia
$4.55M +$275K +2,387 +6%
FIA
1100
Foundations Investment Advisors
Arizona
$4.55M +$287K +2,483 +7%