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 %
HAIM
1601
Hunter Associates Investment Management
Pennsylvania
$2M -$1.01M -8,744 -34%
WA
1602
Wealth Alliance
New York
$2M +$135K +1,168 +7%
PA
1603
Probity Advisors
Texas
$1.99M +$1.99M +17,223 New
PWM
1604
PBMares Wealth Management
Virginia
$1.99M -$115 -1 -0%
EWM
1605
Evermay Wealth Management
Virginia
$1.99M -$51K -440 -3%
GTAM
1606
Global Trust Asset Management
Florida
$1.98M -$13.2K -114 -0.7%
ZF
1607
Zhang Financial
Michigan
$1.98M +$303K +2,656 +18%
AWA
1608
Arkadios Wealth Advisors
Georgia
$1.97M +$4.73K +41 +0.2%
RMC
1609
Resources Management Corp
Connecticut
$1.97M -$3.16M -27,347 -62%
CPIG
1610
Chicago Partners Investment Group
Illinois
$1.97M +$315K +2,982 +19%
KTM
1611
Keeler Thomas Management
Utah
$1.96M -$104K -900 -5%
MF
1612
Meridian Financial
Massachusetts
$1.96M -$136K -1,177 -6%
AA
1613
Argent Advisors
Louisiana
$1.95M -$26.7K -231 -1%
RIA
1614
Richwood Investment Advisors
Ohio
$1.95M +$24.9K +216 +1%
AL
1615
Aspiriant LLC
California
$1.95M -$11K -95 -0.6%
MC
1616
Martin & Co
Tennessee
$1.95M -$87.9K -762 -4%
WP
1617
WMS Partners
Maryland
$1.94M -$4.15K -36 -0.2%
EB
1618
Exchange Bank
California
$1.94M +$1.94M +16,830 New
BWP
1619
Bernardo Wealth Planning
Pennsylvania
$1.94M -$113K -975 -5%
BCM
1620
Brasada Capital Management
Texas
$1.94M -$24.6K -213 -1%
PCA
1621
Peddock Capital Advisors
Massachusetts
$1.94M +$148K +1,286 +8%
CWM
1622
Chesapeake Wealth Management
Virginia
$1.94M +$75.5K +654 +4%
NHC
1623
Nicholas Hoffman & Company
Georgia
$1.94M -$26K -225 -1%
DC
1624
DeDora Capital
California
$1.94M -$7.15K -62 -0.4%
MP
1625
McDonald Partners
Ohio
$1.93M -$40.3K -349 -2%