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 %
PGAM
1526
Princeton Global Asset Management
New Jersey
$2.21M -$1.85M -16,040 -46%
MCIA
1527
Mountain Capital Investment Advisors
Colorado
$2.21M -$675K -6,209 -23%
KCM
1528
Kendall Capital Management
Maryland
$2.21M +$53.1K +460 +2%
VT
1529
Vise Technologies
New York
$2.21M -$238K -2,066 -10%
IAS
1530
Insigneo Advisory Services
Florida
$2.21M +$752K +6,479 +52%
WA
1531
WBH Advisory
Maryland
$2.2M -$85.2K -738 -4%
SCA
1532
Southern Capital Advisors
Tennessee
$2.2M -$143K -1,243 -6%
VCM
1533
Virtue Capital Management
Tennessee
$2.2M +$163K +1,434 +8%
CIS
1534
Capital International Sarl
California
$2.19M -$89.4K -775 -4%
IWS
1535
Insight Wealth Strategies
California
$2.19M -$50.3K -436 -2%
EFSCE
1536
Enterprise Financial Services Corp (EFSC)
Missouri
$2.19M -$25.4K -220 -1%
GA
1537
Geller Advisors
New York
$2.18M +$1.35M +11,650 +163%
CP
1538
Coho Partners
Pennsylvania
$2.18M
W
1539
Wealthquest
Ohio
$2.17M -$357K -3,091 -14%
QPWM
1540
Quadrant Private Wealth Management
Pennsylvania
$2.17M -$15.9K -137 -0.7%
AIM
1541
Avity Investment Management
Connecticut
$2.16M -$28.2K -244 -1%
OBWG
1542
Onyx Bridge Wealth Group
New York
$2.16M +$206K +1,785 +11%
BFG
1543
Beacon Financial Group
Texas
$2.16M -$39.6K -349 -2%
PGIM
1544
Pacific Global Investment Management
California
$2.15M -$118K -1,023 -5%
HR
1545
Howe & Rusling
New York
$2.15M +$41.9K +363 +2%
DCM
1546
Dudley Capital Management
Virginia
$2.15M +$147K +1,277 +7%
MBT
1547
Montecito Bank & Trust
California
$2.15M -$89.9K -779 -4%
PPW
1548
Parcion Private Wealth
Washington
$2.14M +$183K +1,586 +9%
WP
1549
WealthShield Partners
North Carolina
$2.14M +$34.3K +295 +2%
IAMOG
1550
Investors Asset Management of Georgia
Georgia
$2.13M