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 %
SC
1301
Stolper & Co
Oklahoma
$3.15M -$45.8K -397 -1%
LCGC
1302
Legacy Capital Group California
California
$3.14M +$27.1K +235 +0.9%
WG
1303
Watchman Group
Texas
$3.14M +$230K +1,995 +8%
RCAG
1304
Rehmann Capital Advisory Group
Michigan
$3.14M -$14.1K -122 -0.4%
MWM
1305
Mission Wealth Management
California
$3.14M +$63.1K +547 +2%
CA
1306
Commerzbank Aktiengesellschaft
Germany
$3.11M +$402K +3,483 +15%
TFA
1307
Transamerica Financial Advisors
Florida
$3.11M -$24.2K -210 -0.8%
SSW
1308
Stone Summit Wealth
Florida
$3.11M +$946K +8,196 +44%
KFGK
1309
Keystone Financial Group (Kentucky)
Kentucky
$3.1M +$3.1M +26,844 New
TGAM
1310
TBH Global Asset Management
Tennessee
$3.09M -$1.39K -12 -0%
JIP
1311
Jaffetilchin Investment Partners
Florida
$3.09M -$45.5K -394 -1%
ISWM
1312
Independent Solutions Wealth Management
New York
$3.09M +$157K +1,363 +5%
TFS
1313
Thoroughbred Financial Services
Tennessee
$3.08M +$99.8K +865 +3%
HKAM
1314
Horizon Kinetics Asset Management
New York
$3.08M -$57.6K -499 -2%
JE
1315
JMAC Enterprises
Pennsylvania
$3.07M +$172K +1,489 +6%
LFM
1316
LGT Fund Management
Liechtenstein
$3.07M +$2.31M +20,000 +303%
MPAM
1317
Murphy Pohlad Asset Management
Minnesota
$3.07M -$112K -970 -4%
1WA
1318
180 Wealth Advisors
Washington
$3.06M -$483K -4,224 -14%
KWA
1319
Kingswood Wealth Advisors
California
$3.06M +$3.06M +26,530 New
MBTD
1320
Mechanics Bank - Trust Department
California
$3.05M -$68K -589 -2%
OHWP
1321
Oak Harbor Wealth Partners
North Carolina
$3.05M -$54.8K -475 -2%
ARG
1322
Advisory Resource Group
Oklahoma
$3.05M -$32.2K -279 -1%
EFMC
1323
Empire Financial Management Company
New York
$3.04M -$21.3K -185 -0.7%
PAM
1324
Palisade Asset Management
Minnesota
$3.04M +$70.4K +610 +2%
NAM
1325
NTV Asset Management
West Virginia
$3.03M +$808 +7 +0%