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 %
LRWA
1401
Long Run Wealth Advisors
New York
$2.64M +$42.6K +369 +2%
FCB
1402
First County Bank
Connecticut
$2.64M -$317K -2,751 -11%
SM
1403
Sweeney & Michel
California
$2.63M +$74.2K +697 +3%
AMG
1404
Advisors Management Group
Wisconsin
$2.63M -$30.6K -265 -1%
FSA
1405
Franklin Street Advisors
North Carolina
$2.63M +$1.08M +9,346 +70%
GWCM
1406
Godshalk Welsh Capital Management
Pennsylvania
$2.62M -$1.73K -15 -0.1%
BONH
1407
Bank of New Hampshire
New Hampshire
$2.62M +$161K +1,394 +7%
HP
1408
Hikari Power
Japan
$2.62M
SIA
1409
SeaBridge Investment Advisors
New Jersey
$2.6M -$28.5K -247 -1%
HVIA
1410
Hudson Valley Investment Advisors
New York
$2.6M -$229K -1,983 -8%
VSQM
1411
V-Square Quantitative Management
Illinois
$2.6M +$223K +1,930 +9%
MMPW
1412
Mitchell McLeod Pugh & Williams
Alabama
$2.6M -$13K -113 -0.5%
MYIA
1413
Mount Yale Investment Advisors
Colorado
$2.6M -$846K -7,334 -25%
MWM
1414
Marion Wealth Management
Pennsylvania
$2.6M +$44K +381 +2%
SFS
1415
Strategic Financial Services
New York
$2.59M -$4.03K -38 -0.2%
MIA
1416
MMBG Investment Advisors
Florida
$2.59M
LC
1417
Lindbrook Capital
California
$2.59M -$20.4K -177 -0.8%
NWM
1418
Northcape Wealth Management
New York
$2.59M +$457K +3,964 +21%
IA
1419
IFP Advisors
Florida
$2.57M -$311K -2,695 -11%
IAIM
1420
International Assets Investment Management
Florida
$2.57M -$131K -1,135 -5%
BMWM
1421
Brown Miller Wealth Management
Virginia
$2.56M +$4.73K +41 +0.2%
UCB
1422
United Community Bank
South Carolina
$2.54M +$11.9K +103 +0.5%
PAM
1423
Paradigm Asset Management
New York
$2.54M -$831K -7,200 -25%
IA
1424
IFG Advisory
Georgia
$2.54M +$144K +1,244 +6%
SRC
1425
Shufro Rose & Co
New York
$2.53M +$28.2K +244 +1%