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 %
TIM
1326
Tevis Investment Management
Texas
$3.03M -$52.6K -456 -2%
PG
1327
Patten Group
Tennessee
$3.02M
DMC
1328
Drexel Morgan & Co
Pennsylvania
$3.01M
HKIM
1329
Hayek Kallen Investment Management
Alabama
$3M -$14.4K -125 -0.5%
QI
1330
Qtron Investments
Massachusetts
$2.99M
CA
1331
CGN Advisors
Kansas
$2.98M +$259K +2,248 +10%
WAM
1332
Werlinich Asset Management
Connecticut
$2.97M
CC
1333
Cypress Capital
Tennessee
$2.97M +$34.4K +298 +1%
CCWA
1334
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.96M -$209K -1,809 -7%
CFMC
1335
Curbstone Financial Management Corp
New Hampshire
$2.96M -$110K -950 -4%
WPC
1336
Wedmont Private Capital
Pennsylvania
$2.96M +$430K +4,008 +17%
BW
1337
Bison Wealth
Georgia
$2.95M +$798K +6,916 +37%
EAM
1338
EdenTree Asset Management
United Kingdom
$2.94M +$2.94M +25,500 New
RTC
1339
Riverview Trust Company
Washington
$2.94M -$206K -1,786 -7%
WMA
1340
West Michigan Advisors
Michigan
$2.94M +$438K +3,796 +18%
SHFP
1341
Second Half Financial Partners
Florida
$2.94M +$2.94M +25,459 New
DWMS
1342
Dominguez Wealth Management Solutions
Virginia
$2.93M -$5.65K -49 -0.2%
HNW
1343
High Note Wealth
Minnesota
$2.93M -$219K -1,894 -7%
KFI
1344
Key Financial Inc
Pennsylvania
$2.93M -$9.92K -86 -0.3%
LOIM
1345
Liberty One Investment Management
Illinois
$2.9M -$53.3K -462 -2%
WSC
1346
Wellington Shields & Co
New York
$2.9M -$202K -1,750 -7%
OIM
1347
Orca Investment Management
Oregon
$2.86M -$35K -303 -1%
SFG
1348
SNS Financial Group
Minnesota
$2.86M -$644K -5,545 -18%
BCM
1349
Buckhead Capital Management
Georgia
$2.85M -$5.77K -50 -0.2%
GC
1350
Gould Capital
Washington
$2.84M -$105K -908 -4%