3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
VRM
1526
Vectors Research Management
New York
$2.02M -$22.7K -213 -1%
QPWM
1527
Quadrant Private Wealth Management
Pennsylvania
$2.02M -$14.4K -134 -0.7%
LWP
1528
LMG Wealth Partners
Louisiana
$2.02M -$367K -3,451 -15%
MCM
1529
McMillion Capital Management
North Carolina
$2.01M -$167K -1,571 -8%
CP
1530
Coho Partners
Pennsylvania
$2.01M -$131K -1,236 -6%
DCM
1531
Dupont Capital Management
Delaware
$2M -$329K -3,094 -14%
SSW
1532
Stone Summit Wealth
Florida
$1.99M -$53.1K -499 -3%
KCM
1533
Kendall Capital Management
Maryland
$1.99M -$14.2K -133 -0.7%
CWM
1534
Centric Wealth Management
Illinois
$1.98M -$62.9K -591 -3%
EFH
1535
Eaton Financial Holdings
Florida
$1.98M -$22K -207 -1%
DI
1536
Diligent Investors
California
$1.97M +$532 +5 +0%
IAMOG
1537
Investors Asset Management of Georgia
Georgia
$1.97M -$170K -1,600 -8%
NWM
1538
Northcape Wealth Management
New York
$1.96M +$1.19M +11,145 +152%
WCM
1539
Windsor Capital Management
Arizona
$1.96M -$45.6K -429 -2%
BHBT
1540
Burke & Herbert Bank & Trust
Virginia
$1.96M -$6.6K -62 -0.3%
AWAP
1541
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.96M -$915K -8,604 -32%
SOAMC
1542
Spirit of America Management Corp
New York
$1.95M
PIMG
1543
Patriot Investment Management Group
Tennessee
$1.95M -$59K -555 -3%
HR
1544
Howe & Rusling
New York
$1.95M +$281K +2,640 +17%
WP
1545
WealthShield Partners
North Carolina
$1.94M -$349K -3,258 -15%
LFA
1546
Legacy Financial Advisors
Kentucky
$1.94M +$40.2K +378 +2%
SWIM
1547
Smallwood Wealth Investment Management
New Jersey
$1.93M -$91.3K -858 -5%
MF
1548
Meridian Financial
Massachusetts
$1.93M -$109K -1,025 -5%
NL
1549
NWAM LLC
Washington
$1.93M -$168K -1,576 -8%
IIL
1550
Insight Inv LLC
California
$1.92M -$359K -3,370 -16%