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 %
MCA
1701
Magnolia Capital Advisors
Mississippi
$1.75M -$267K -2,310 -13%
B
1702
Bensler
Washington
$1.75M +$54.5K +472 +3%
AWP
1703
Ascent Wealth Partners
New York
$1.75M +$86.3K +748 +5%
RIA
1704
Realta Investment Advisors
Delaware
$1.75M -$24.8K -215 -1%
CWAG
1705
Compton Wealth Advisory Group
Virginia
$1.74M -$38K -329 -2%
PGA
1706
Portland Global Advisors
Maine
$1.74M -$7.04K -61 -0.4%
KCPG
1707
Kavar Capital Partners Group
Kansas
$1.74M -$462 -4 -0%
SPA
1708
Shore Point Advisors
New Jersey
$1.74M
DAM
1709
Delta Asset Management
Tennessee
$1.73M -$2.89K -25 -0.2%
LIM
1710
Loudon Investment Management
New Hampshire
$1.73M -$243K -2,110 -12%
PMFA
1711
Plante Moran Financial Advisors
Michigan
$1.72M -$2.77K -24 -0.2%
MA
1712
MCF Advisors
Kentucky
$1.72M +$25.7K +222 +2%
SWM
1713
Salvus Wealth Management
New Jersey
$1.72M +$26.5K +230 +2%
CGA
1714
Crescent Grove Advisors
Illinois
$1.72M -$264K -2,272 -13%
SF
1715
Slagle Financial
Illinois
$1.71M +$1.71M +14,854 New
NW
1716
Naviter Wealth
Arkansas
$1.71M +$211K +1,814 +14%
EP
1717
Eudaimonia Partners
Tennessee
$1.71M +$71.1K +616 +4%
CA
1718
Continuum Advisory
Idaho
$1.71M -$1.95M -16,924 -53%
BTI
1719
Blue Trust Inc
Georgia
$1.71M -$269K -2,525 -14%
AACR
1720
ACR Alpine Capital Research
Missouri
$1.7M +$462 +4 +0%
SIA
1721
Soltis Investment Advisors
Utah
$1.7M +$613K +5,313 +56%
AIS
1722
AM Investment Strategies
Tennessee
$1.69M +$173K +1,503 +11%
ML
1723
McAdam LLC
Pennsylvania
$1.69M +$596K +5,167 +55%
DCM
1724
Davidson Capital Management
Texas
$1.68M +$16.4K +142 +1%
ZB
1725
Zions Bancorporation
Utah
$1.68M +$36.1K +313 +2%