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 %
BWA
1576
Blodgett Wealth Advisors
California
$2.06M
CFP
1577
Catalyst Financial Partners
Massachusetts
$2.06M +$201K +1,741 +11%
SIM
1578
Stratos Investment Management
Ohio
$2.06M +$216K +1,868 +12%
BEC
1579
Blue Edge Capital
Virginia
$2.06M
TNA
1580
True North Advisors
Texas
$2.05M -$195K -1,693 -9%
IIC
1581
Integrated Investment Consultants
Michigan
$2.05M +$15.7K +136 +0.8%
SIM
1582
Sentry Investment Management
Wisconsin
$2.05M
PCP
1583
Proficio Capital Partners
Massachusetts
$2.05M +$29.7K +257 +1%
WDG
1584
Wealth Dimensions Group
Ohio
$2.05M +$89.7K +777 +5%
EWM
1585
Empirical Wealth Management
Washington
$2.05M +$116K +1,008 +6%
WPP
1586
Whalerock Point Partners
Rhode Island
$2.05M -$4.15K -36 -0.2%
Wolverine Trading
1587
Wolverine Trading
Illinois
$2.04M +$2.04M +17,991 New
SWIM
1588
Smallwood Wealth Investment Management
New Jersey
$2.04M -$56.8K -492 -3%
OC
1589
Oakworth Capital
Alabama
$2.04M +$46.4K +402 +2%
RAM
1590
Riggs Asset Management
Pennsylvania
$2.03M +$46K +399 +2%
SIAG
1591
Signet Investment Advisory Group
Rhode Island
$2.03M -$34K -295 -2%
PIMG
1592
Patriot Investment Management Group
Tennessee
$2.03M -$86K -745 -4%
GFPC
1593
Global Financial Private Client
Florida
$2.02M -$124K -1,086 -6%
JWM
1594
Jupiter Wealth Management
Colorado
$2.02M
OGC
1595
Oak Grove Capital
New Hampshire
$2.02M +$404K +3,500 +25%
MS
1596
Maven Securities
Jersey
$2.02M +$2.02M +17,490 New
KCM
1597
Kathmere Capital Management
Pennsylvania
$2.01M +$172K +1,494 +9%
WP
1598
WealthSource Partners
California
$2.01M -$377K -3,264 -16%
AIM
1599
Acropolis Investment Management
Missouri
$2.01M -$18K -156 -0.9%
LOIP
1600
Live Oak Investment Partners
Texas
$2.01M -$1.86M