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 %
EFH
1551
Eaton Financial Holdings
Florida
$2.13M -$11.5K -100 -0.5%
WI
1552
Wintrust Investments
Illinois
$2.13M +$2.13M +18,415 New
BHBT
1553
Burke & Herbert Bank & Trust
Virginia
$2.12M -$2.89K -25 -0.1%
GIM
1554
Guardian Investment Management
California
$2.12M -$612K -5,300 -22%
TIM
1555
Thompson Investment Management
Wisconsin
$2.12M -$150K -1,300 -7%
SOAMC
1556
Spirit of America Management Corp
New York
$2.12M
MCM
1557
McMillion Capital Management
North Carolina
$2.11M -$71K -615 -3%
NL
1558
NWAM LLC
Washington
$2.11M +$13.8K +120 +0.7%
HCM
1559
Hall Capital Management
Rhode Island
$2.11M +$469K +4,064 +29%
SMA
1560
Sage Mountain Advisors
Georgia
$2.11M +$87.9K +762 +4%
CWM
1561
Centric Wealth Management
Illinois
$2.11M +$58.4K +531 +3%
WCM
1562
Windsor Capital Management
Arizona
$2.1M -$27.8K -241 -1%
DI
1563
Diligent Investors
California
$2.1M -$42.9K -372 -2%
LGA
1564
Lebenthal Global Advisors
New York
$2.1M +$144K +1,250 +7%
AWAP
1565
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.09M -$33.9K -294 -2%
HAM
1566
Hedges Asset Management
Nevada
$2.08M +$86.5K +750 +4%
GWS
1567
Glassman Wealth Services
Virginia
$2.08M +$914K +7,924 +78%
ST
1568
Sentinel Trust
Texas
$2.08M
PWG
1569
Portside Wealth Group
Utah
$2.08M +$2.08M +18,004 New
TPA
1570
Trivium Point Advisory
Connecticut
$2.08M -$480K -4,163 -19%
AF
1571
Apexium Financial
Texas
$2.08M +$29.4K +253 +1%
BC
1572
Bowman & Company
Wisconsin
$2.07M +$103K +896 +5%
IIL
1573
Insight Inv LLC
California
$2.07M -$12.7K -110 -0.6%
VRM
1574
Vectors Research Management
New York
$2.07M -$120K -1,036 -5%
NME
1575
Notis-McConarty Edward
$2.07M -$11.5K -100 -0.6%