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 %
APWA
1151
Atlas Private Wealth Advisors
New Jersey
$4.09M +$1.74M +15,044 +74%
TNBTD
1152
Trustmark National Bank Trust Department
Mississippi
$4.08M -$1.07M -9,286 -21%
CRIG
1153
Charter Research & Investment Group
Connecticut
$4.08M -$26K -225 -0.6%
ACM
1154
Alpha Capital Management
Texas
$4.06M
LWM
1155
Lodestone Wealth Management
Washington
$4.06M +$483K +4,189 +14%
PI
1156
Pettee Investors
Connecticut
$4.06M
RA
1157
RFG Advisory
Alabama
$4.05M -$143K -1,242 -3%
OIM
1158
Opus Investment Management
Massachusetts
$4.04M
TCMG
1159
TSP Capital Management Group
New Jersey
$4.04M -$73K -633 -2%
SIG
1160
Stonegate Investment Group
Alabama
$4.03M -$25.6K -222 -0.6%
HCA
1161
Harbour Capital Advisors
Virginia
$4.01M -$94.6K -827 -2%
LSPW
1162
Lake Street Private Wealth
Illinois
$4.01M -$56.2K -487 -1%
FAM
1163
Fred Alger Management
New York
$4M
HIP
1164
HUB Investment Partners
Texas
$3.99M +$80.3K +696 +2%
ACM
1165
Altrius Capital Management
North Carolina
$3.99M +$38.8K +336 +1%
TAM
1166
Tealwood Asset Management
Minnesota
$3.98M -$10.7K -93 -0.3%
WKWM
1167
Walter & Keenan Wealth Management
Indiana
$3.98M
GL
1168
Graypoint LLC
New York
$3.98M -$22.8K -198 -0.6%
FTDI
1169
First Trust Direct Indexing
Massachusetts
$3.98M +$279K +2,419 +8%
PAM
1170
Pegasus Asset Management
New York
$3.97M -$62.5K -542 -2%
KA
1171
Keene & Associates
Texas
$3.97M -$6.35K -55 -0.2%
CPA
1172
Court Place Advisors
Maryland
$3.94M -$57.3K -497 -1%
SACTSONJ
1173
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.92M
RBC
1174
Romano Brothers & Co
Illinois
$3.92M -$8.42K -73 -0.2%
SC
1175
Searle & Co
Connecticut
$3.91M