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 %
ZCM
1101
Ziegler Capital Management
Illinois
$4.53M -$71.5K -620 -2%
FNBTCON
1102
First National Bank & Trust Co of Newtown
Pennsylvania
$4.52M -$11.7K -101 -0.3%
KP
1103
Keel Point
Alabama
$4.52M -$256K -2,216 -5%
KFP
1104
KMG Fiduciary Partners
Ohio
$4.51M -$339K -2,939 -7%
AWA
1105
Arete Wealth Advisors
Illinois
$4.51M -$485K -4,206 -10%
FHB
1106
First Hawaiian Bank
Hawaii
$4.47M +$2.45M +21,242 +121%
HIIFS
1107
Harel Insurance Investments & Financial Services
Israel
$4.47M -$2.04M -17,791 -31%
CCA
1108
Cobblestone Capital Advisors
New York
$4.46M -$114K -988 -2%
UCI
1109
Uncommon Cents Investing
Wisconsin
$4.46M -$40.4K -350 -0.9%
HCA
1110
Horan Capital Advisors
Ohio
$4.46M +$9.81K +85 +0.2%
HW
1111
Hancock Whitney
Mississippi
$4.45M +$208K +1,800 +5%
ALAM
1112
Asahi Life Asset Management
Japan
$4.43M +$269K +2,327 +6%
BCFS
1113
Butensky & Cohen Financial Security
Florida
$4.43M -$269K -2,335 -6%
RSC
1114
Red Spruce Capital
Pennsylvania
$4.43M -$1.6M -13,875 -27%
LC
1115
Legacy CG
Texas
$4.42M +$182K +1,581 +4%
TRCT
1116
Tower Research Capital (TRC)
New York
$4.41M -$4.82M -41,758 -52%
LA
1117
Lifeworks Advisors
Michigan
$4.4M +$482K +4,180 +12%
SCM
1118
Schnieders Capital Management
California
$4.37M +$10.5K +91 +0.2%
SFP
1119
Shepherd Financial Partners
Massachusetts
$4.36M +$42.1K +365 +1%
MPIM
1120
McGinn Penninger Investment Management
Virginia
$4.35M +$43K +373 +1%
CC
1121
Codex Capital
New York
$4.35M +$4.35M +38,250 New
GQG Partners
1122
GQG Partners
Florida
$4.34M
HCM
1123
Huber Capital Management
California
$4.31M +$346K +3,000 +9%
GWM
1124
GSB Wealth Management
Connecticut
$4.3M +$176K +1,524 +4%
EFS
1125
Essex Financial Services
Connecticut
$4.3M -$139K -1,204 -3%