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 %
FBT
1126
First Bankers Trust
Kentucky
$4.3M +$1.01M +8,775 +31%
BHA
1127
Beech Hill Advisors
New York
$4.28M -$8.65K -75 -0.2%
LS
1128
Leelyn Smith
Illinois
$4.27M -$34.2K -296 -0.8%
IB
1129
Intrust Bank
Kansas
$4.24M +$14.4K +125 +0.3%
WI
1130
Wahed Invest
New York
$4.23M +$490K +4,245 +13%
EVM
1131
Evelyn V. Moreno
$4.23M -$40.4K -350 -0.9%
CWG
1132
Cornerstone Wealth Group
North Carolina
$4.22M +$3.79M +32,863 +893%
MAM
1133
Morse Asset Management
Connecticut
$4.22M +$1.29M +11,210 +44%
HIC
1134
Holderness Investments Company
North Carolina
$4.21M +$158K +1,368 +4%
NWM
1135
NEIRG Wealth Management
Massachusetts
$4.2M -$637K -5,521 -13%
GRP
1136
Global Retirement Partners
California
$4.2M -$114K -984 -3%
HA
1137
Herold Advisors
New York
$4.2M +$175K +1,513 +4%
AIM
1138
Allen Investment Management
New York
$4.19M
DDC
1139
DF Dent & Co
Maryland
$4.19M -$929K -8,050 -18%
MSA
1140
Marino Stram & Associates
Massachusetts
$4.18M -$32.7K -283 -0.8%
FLI
1141
Family Legacy Inc
South Carolina
$4.17M -$3.35K -29 -0.1%
NCM
1142
Nelson Capital Management
California
$4.17M -$81.1K -703 -2%
CNFG
1143
Creegan & Nassoura Financial Group
New Hampshire
$4.16M
SC
1144
SouthState Corp
Florida
$4.16M +$80K +693 +2%
DJSG
1145
D.J. St. Germain
Massachusetts
$4.15M +$4.15M +35,994 New
CCM
1146
Cox Capital Management
Massachusetts
$4.15M -$143K -1,242 -3%
SWMG
1147
Signature Wealth Management Group
Georgia
$4.14M -$119K -1,032 -3%
SWP
1148
Strategic Wealth Partners
Ohio
$4.13M +$7.04K +61 +0.2%
CCM
1149
Chilton Capital Management
Texas
$4.12M +$128K +1,112 +3%
WT
1150
Washington Trust
Rhode Island
$4.1M -$78.6K -681 -2%