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 %
SGCA
1351
Steel Grove Capital Advisors
Tennessee
$2.84M +$218K +1,885 +8%
MG
1352
Mather Group
Illinois
$2.84M -$521K -4,517 -16%
MMA
1353
Miracle Mile Advisors
California
$2.84M -$1.39M -12,055 -33%
BPCA
1354
Bank Pictet & Cie (Asia)
Singapore
$2.83M +$1.3M +11,230 +85%
FAIM
1355
Financial Advocates Investment Management
Washington
$2.83M +$112K +967 +4%
AIA
1356
Affinity Investment Advisors
California
$2.83M -$701K -6,073 -20%
RPWA
1357
Regent Peak Wealth Advisors
Georgia
$2.82M +$1.64M +14,183 +138%
HL
1358
HeadInvest LLC
Maine
$2.82M -$145K -1,348 -5%
BFA
1359
Brendel Financial Advisors
New Hampshire
$2.82M -$22.6K -196 -0.8%
AC
1360
AlphaCore Capital
California
$2.81M +$1.12M +9,649 +66%
STA
1361
Summit Trail Advisors
New York
$2.8M +$744K +6,407 +36%
M1FG
1362
Mach-1 Financial Group
Arkansas
$2.79M +$2.75M +23,813 +5,822%
HI
1363
Hudock Inc
Pennsylvania
$2.79M -$1.62K -14 -0.1%
SWM
1364
Sculati Wealth Management
Michigan
$2.79M -$577 -5 -0%
JWM
1365
Jeppson Wealth Management
California
$2.79M -$32.2K -279 -1%
EIP
1366
Ellis Investment Partners
Pennsylvania
$2.78M +$69K +598 +3%
NP
1367
Nilsine Partners
Colorado
$2.77M +$38.2K +331 +1%
LHC
1368
Little House Capital
Massachusetts
$2.76M +$105K +907 +4%
DI
1369
DAGCO Inc
Ohio
$2.76M +$577 +5 +0%
FG
1370
Fiduciary Group
Georgia
$2.76M -$68.9K -597 -2%
NPP
1371
New Potomac Partners
Maryland
$2.76M -$41.2K -357 -1%
LFG
1372
Larson Financial Group
Missouri
$2.75M +$11.8K +102 +0.4%
BWM
1373
BNC Wealth Management
Oregon
$2.75M +$249K +2,159 +10%
PJSIMP
1374
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.75M -$57.4K -534 -2%
NLP
1375
Next Level Private
New York
$2.74M +$11K +100 +0.4%