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 %
WOC
1501
West Oak Capital
California
$2.29M -$8.08K -70 -0.4%
SCI
1502
Stableford Capital II
Arizona
$2.29M +$2.29M +21,692 New
FCP
1503
Fidelis Capital Partners
Florida
$2.27M +$153K +1,325 +7%
LFA
1504
Legacy Financial Advisors
Kentucky
$2.27M +$166K +1,442 +8%
CIAS
1505
CFS Investment Advisory Services
New Jersey
$2.27M +$35.4K +307 +2%
CWM
1506
Cornerstone Wealth Management
Missouri
$2.26M -$12.1K -105 -0.5%
CI
1507
CX Institutional
Indiana
$2.26M +$70.4K +610 +3%
AW
1508
Apricus Wealth
South Carolina
$2.26M -$21.1K -200 -0.9%
BMC
1509
Beaton Management Company
Massachusetts
$2.25M
BLC
1510
Brown, Lisle/Cummings
Rhode Island
$2.25M +$334K +2,895 +17%
LWP
1511
LMG Wealth Partners
Louisiana
$2.25M +$59.2K +513 +3%
PMA
1512
Prudent Man Advisors
Illinois
$2.25M -$44.7K -387 -2%
HI
1513
Harbour Investments
Wisconsin
$2.24M -$149K -1,295 -6%
CWM
1514
Cordatus Wealth Management
Pennsylvania
$2.24M +$1.91M +16,537 +569%
MAM
1515
Mystic Asset Management
Rhode Island
$2.24M -$51.2K -444 -2%
CWM
1516
Calamos Wealth Management
Illinois
$2.24M +$33K +286 +1%
CWP
1517
CFM Wealth Partners
Texas
$2.24M -$19.4K -168 -0.9%
HIS
1518
Horizon Investment Services
Indiana
$2.23M -$27.5K -238 -1%
AFA
1519
Abacus FCF Advisors
Florida
$2.23M +$556K +4,815 +33%
FFA
1520
Founders Financial Alliance
North Carolina
$2.22M +$414K +3,589 +23%
AHC
1521
Adell Harriman & Carpenter
Texas
$2.22M +$383K +3,350 +21%
BA
1522
Bristlecone Advisors
Washington
$2.22M +$20.1K +174 +0.9%
FCBT
1523
First Citizens Bank & Trust
North Carolina
$2.22M -$99.5K -862 -4%
LJAC
1524
L.J. Altfest & Co
New York
$2.22M -$48.9K -424 -2%
SFP
1525
Sweet Financial Partners
Minnesota
$2.21M +$350K +3,037 +19%