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 %
MCC
1251
Money Concepts Capital
Florida
$3.4M -$2.97M -25,720 -47%
CCC
1252
Chelsea Counsel Company
California
$3.39M
CTI
1253
Community Trust & Investment
Kentucky
$3.39M +$8.77K +76 +0.3%
HIC
1254
Harvey Investment Company
Kentucky
$3.38M +$3.92K +34 +0.1%
CAM
1255
Centre Asset Management
New York
$3.38M +$110K +953 +3%
AWM
1256
Axxcess Wealth Management
California
$3.37M -$199K -1,723 -6%
FFM
1257
Forum Financial Management
Illinois
$3.37M +$170K +1,477 +5%
LPT
1258
Legacy Private Trust
Wisconsin
$3.37M -$256K -2,220 -7%
TAM
1259
Trust Asset Management
Texas
$3.36M
BI
1260
Berkeley Inc
Idaho
$3.36M +$8.65K +75 +0.3%
JFGIW
1261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.35M +$145K +1,256 +5%
FPB
1262
First PREMIER Bank
South Dakota
$3.35M -$7.62K -66 -0.2%
CAG
1263
Csenge Advisory Group
Florida
$3.35M +$83.7K +725 +3%
GSEP
1264
Golden State Equity Partners
California
$3.35M +$754K +6,538 +29%
CA
1265
Callahan Advisors
Texas
$3.35M -$37.8K -328 -1%
IC
1266
Inscription Capital
Texas
$3.34M -$88.6K -768 -3%
PFM
1267
Patton Fund Management
Texas
$3.34M +$1.56M +13,497 +88%
NA
1268
Nordwand Advisors
Pennsylvania
$3.31M +$3.21M +27,799 +3,018%
BWA
1269
BDO Wealth Advisors
Florida
$3.31M +$538K +4,663 +19%
SIC
1270
Shoker Investment Counsel
Ohio
$3.3M -$23.9K -207 -0.7%
CFCI
1271
Comprehensive Financial Consultants Institutional
Indiana
$3.3M -$82.6K -782 -2%
AIA
1272
AIMZ Investment Advisors
California
$3.3M -$18.9K -164 -0.6%
CIAS
1273
Capital Investment Advisory Services
North Carolina
$3.29M +$38.3K +332 +1%
GWM
1274
Geneos Wealth Management
Colorado
$3.29M -$4.55M -39,458 -58%
LWM
1275
Laidlaw Wealth Management
New York
$3.29M +$51.2K +444 +2%