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 %
CT
1201
Clearstead Trust
Maine
$3.69M +$191K +1,662 +5%
WGAM
1202
Wilkinson Global Asset Management
New York
$3.67M -$34.6K -300 -0.9%
ST
1203
Smithfield Trust
Pennsylvania
$3.67M -$22.8K -198 -0.6%
PA
1204
PFG Advisors
Arizona
$3.67M +$508K +4,401 +16%
CG
1205
Caprock Group
Idaho
$3.67M +$249K +2,146 +7%
HAC
1206
Harbor Advisory Corp
New Hampshire
$3.66M -$63.1K -547 -2%
FPGT
1207
Financial Partners Group (Tennessee)
Tennessee
$3.65M -$32.1K -278 -0.9%
4WM
1208
44 Wealth Management
Oregon
$3.65M +$49.5K +429 +1%
OC
1209
Optimas Capital
Hong Kong
$3.62M +$3.62M +31,400 New
OL
1210
Owen LaRue
Kentucky
$3.62M -$40.7K -356 -1%
AT
1211
Arden Trust
Delaware
$3.62M -$674K -5,841 -16%
SCA
1212
Stokes Capital Advisors
South Carolina
$3.61M -$161K -1,397 -4%
BFC
1213
Blue Fin Capital
Rhode Island
$3.61M +$231 +2 +0%
AFM
1214
Abbot Financial Management
Massachusetts
$3.61M -$111K -959 -3%
BL
1215
BFSG LLC
California
$3.6M +$238K +2,059 +7%
QCG
1216
Quadrant Capital Group
Ohio
$3.59M -$44.3K -384 -1%
CCA
1217
Checchi Capital Advisers
California
$3.57M +$1.04K +9 +0%
PRS
1218
Pinkerton Retirement Specialists
Idaho
$3.57M -$51.2K -444 -1%
AC
1219
Asio Capital
Kentucky
$3.57M +$4.15K +36 +0.1%
NIM
1220
Nicollet Investment Management
Minnesota
$3.57M -$53.9K -467 -1%
MSFS
1221
Main Street Financial Solutions
Pennsylvania
$3.56M -$25.4K -220 -0.7%
CFGS
1222
Concourse Financial Group Securities
Alabama
$3.56M +$49K +422 +1%
SVCP
1223
Silicon Valley Capital Partners
California
$3.56M +$421K +3,646 +13%
EL
1224
Essex LLC
Illinois
$3.55M -$85.2K -738 -2%
FCCM
1225
First City Capital Management
Georgia
$3.55M -$102K -881 -3%