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 %
BCA
1176
Bay Colony Advisors
Massachusetts
$3.91M -$137K -1,183 -3%
TCPG
1177
Trivant Custom Portfolio Group
California
$3.91M +$32.4K +281 +0.8%
CWS
1178
Confluence Wealth Services
Pennsylvania
$3.89M -$43.3K -375 -1%
CIM
1179
Chiron Investment Management
New York
$3.88M +$3.88M +33,651 New
MCM
1180
Marathon Capital Management
Maryland
$3.88M -$98.1K -850 -2%
DIP
1181
DT Investment Partners
Pennsylvania
$3.88M
PWW
1182
Pettyjohn Wood & White
Virginia
$3.87M +$24.8K +215 +0.6%
VNIM
1183
Vaughan Nelson Investment Management
Texas
$3.85M -$329K -2,850 -8%
BC
1184
Brookfield Corp
Ontario, Canada
$3.84M -$18.7M -161,708 -83%
EWA
1185
EverSource Wealth Advisors
Alabama
$3.84M +$64.8K +562 +2%
3IP
1186
3Chopt Investment Partners
Virginia
$3.83M -$149K -1,281 -4%
DMBA
1187
Deseret Mutual Benefit Administrators
Utah
$3.82M -$42.5K -368 -1%
FMAEN1
1188
Fund Management at Engine No 1
California
$3.81M +$263K +2,281 +7%
AOWM
1189
Alpha Omega Wealth Management
Virginia
$3.8M -$42.3K -367 -1%
MIC
1190
Means Investment Company
Maine
$3.79M -$29K -251 -0.8%
AT
1191
Arvest Trust
Oklahoma
$3.78M +$88.2K +827 +2%
MFFIA
1192
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.77M -$231K -2,000 -6%
PWMG
1193
Prestige Wealth Management Group
New Jersey
$3.76M -$707K -6,087 -16%
SLI
1194
Sumitomo Life Insurance
Japan
$3.76M -$365K -3,160 -9%
BEI
1195
Benjamin Edwards Inc
Missouri
$3.76M -$479K -4,148 -11%
ISB
1196
Iowa State Bank
Iowa
$3.76M -$45.8K -397 -1%
RSWM
1197
Robertson Stephens Wealth Management
California
$3.72M -$8.48K -73 -0.2%
DFG
1198
Delta Financial Group
New Jersey
$3.72M -$346 -3 -0%
SAM
1199
Secure Asset Management
Michigan
$3.71M +$79.5K +689 +2%
MAM
1200
Madison Asset Management
Wisconsin
$3.69M -$127K -1,098 -3%