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 %
TSWM
1626
Triangle Securities Wealth Management
North Carolina
$1.93M -$68.1K -590 -3%
TCWM
1627
Total Clarity Wealth Management
Illinois
$1.93M -$1.15K -10 -0.1%
HFBOT
1628
Home Federal Bank of Tennessee
Tennessee
$1.93M -$22.7K -197 -1%
OPTFSNA
1629
Old Point Trust & Financial Services N A
Virginia
$1.93M -$36.3K -315 -2%
PFBT
1630
Parkside Financial Bank & Trust
Missouri
$1.93M +$261K +2,258 +16%
NCM
1631
NCM Capital Management
New Jersey
$1.93M
TWI
1632
Thomas White International
Illinois
$1.93M
CIC
1633
Chase Investment Counsel
Virginia
$1.92M +$949K +8,228 +98%
ES
1634
Eagle Strategies
New York
$1.92M -$62.7K -543 -3%
PWPS
1635
Pinnacle Wealth Planning Services
Ohio
$1.91M -$81.1K -703 -4%
GLLW
1636
Graves Light Lenhart Wealth
Virginia
$1.91M +$124K +1,074 +7%
LSIA
1637
LaSalle St. Investment Advisors
Illinois
$1.91M +$156K +1,353 +9%
AW
1638
Alaethes Wealth
Nevada
$1.91M -$124K -1,075 -6%
CFA
1639
Camarda Financial Advisors
Florida
$1.9M +$115 +1 +0%
IRC
1640
Investors Research Corp
Georgia
$1.9M -$129K -1,114 -6%
FTWA
1641
Fifth Third Wealth Advisors
Ohio
$1.9M +$1.04M +8,984 +121%
RWB
1642
RMR Wealth Builders
New Jersey
$1.89M +$257K +2,212 +16%
HBT
1643
Heartland Bank & Trust
Illinois
$1.89M -$135K -1,167 -7%
HNWAG
1644
High Net Worth Advisory Group
Florida
$1.89M +$97.9K +848 +5%
WBC
1645
West Branch Capital
Massachusetts
$1.88M -$1.62K -14 -0.1%
NERM
1646
New England Research & Management
Illinois
$1.88M -$17.2K -149 -0.9%
SAM
1647
Synergy Asset Management
Washington
$1.88M +$870K +7,540 +86%
FDS
1648
First Dallas Securities
Texas
$1.88M +$76.3K +661 +4%
AFG
1649
AFS Financial Group
Maryland
$1.88M -$126K -1,090 -6%
BAM
1650
Belpointe Asset Management
Nevada
$1.87M -$3.39M -29,359 -64%