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 %
NP
1451
NorthRock Partners
Minnesota
$2.46M +$127K +1,098 +5%
HI
1452
Humankind Investments
New York
$2.46M +$438K +3,792 +22%
T
1453
TCWP
Ohio
$2.46M +$7.39K +64 +0.3%
JIC
1454
Joel Isaacson & Co
New York
$2.46M +$97.4K +844 +4%
FIM
1455
Fruth Investment Management
Texas
$2.46M -$5.77K -50 -0.2%
SWM
1456
Silverlake Wealth Management
Vermont
$2.44M -$55.4K -480 -2%
PA
1457
Procyon Advisors
Connecticut
$2.44M +$987K +8,554 +68%
GDP
1458
Great Diamond Partners
Maine
$2.44M +$465K +4,029 +24%
AMIM
1459
Aull & Monroe Investment Management
Alabama
$2.44M
AFG
1460
Atomi Financial Group
New York
$2.44M +$45.9K +398 +2%
CWP
1461
Concord Wealth Partners
Virginia
$2.44M +$931K +8,068 +62%
BCCM
1462
Bridge Creek Capital Management
Massachusetts
$2.42M -$38.3K -332 -2%
SP
1463
SWS Partners
Ohio
$2.42M -$134K -1,157 -5%
CAAS
1464
Capital Asset Advisory Services
Michigan
$2.42M +$96K +894 +4%
CWP
1465
Cyndeo Wealth Partners
Florida
$2.42M +$203K +1,759 +9%
PIM
1466
Penobscot Investment Management
Massachusetts
$2.42M +$30.5K +264 +1%
SCA
1467
Sippican Capital Advisors
Massachusetts
$2.42M -$69.6K -603 -3%
GAG
1468
GM Advisory Group
New York
$2.4M +$426K +3,695 +22%
WHC
1469
Wulff, Hansen & Co
California
$2.4M
TWM
1470
Thrive Wealth Management
Pennsylvania
$2.4M +$105K +909 +5%
RWA
1471
Roberts Wealth Advisors
California
$2.4M +$12.1K +105 +0.5%
HWA
1472
HCR Wealth Advisors
California
$2.4M -$10.7K -93 -0.4%
IWA
1473
IVC Wealth Advisors
Pennsylvania
$2.39M -$7.15K -62 -0.3%
FC
1474
Forte Capital
New York
$2.39M -$14.1K -122 -0.6%
BWAM
1475
Boyd Watterson Asset Management
Ohio
$2.39M -$28.3K -245 -1%