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 %
KWA
1751
KCS Wealth Advisory
California
$1.61M +$36.2K +314 +2%
PHIC
1752
Pine Haven Investment Counsel
Massachusetts
$1.6M +$12.1K +105 +0.8%
RIA
1753
Regal Investment Advisors
Michigan
$1.6M +$108K +937 +7%
CT
1754
Colonial Trust
South Carolina
$1.6M -$31.7K -275 -2%
SLT
1755
St Louis Trust
Missouri
$1.59M
CCFCSB
1756
Cape Cod Five Cents Savings Bank
Massachusetts
$1.59M -$65K -563 -4%
MSWM
1757
McGlone Suttner Wealth Management
Wisconsin
$1.59M +$33.1K +287 +2%
LA
1758
Legacy Advisors
Pennsylvania
$1.59M +$331K +2,869 +26%
SFS
1759
Stiles Financial Services
Minnesota
$1.59M +$148K +1,282 +10%
BWM
1760
BCS Wealth Management
Tennessee
$1.59M +$272K +2,362 +21%
DA
1761
Doliver Advisors
Texas
$1.59M -$9.81K -85 -0.6%
TFA
1762
Teamwork Financial Advisors
Texas
$1.58M -$37.5K -325 -2%
BCG
1763
Breakwater Capital Group
New Jersey
$1.58M -$5.77K -50 -0.4%
GCA
1764
Greenwood Capital Associates
South Carolina
$1.58M -$68.9K -597 -4%
AJ
1765
Ashburton (Jersey)
Jersey
$1.58M -$427K -3,701 -21%
CS
1766
Cannell & Spears
New York
$1.58M +$109K +946 +7%
MIM
1767
MTM Investment Management
South Carolina
$1.58M
RFA
1768
Resurgent Financial Advisors
Georgia
$1.58M +$47.2K +409 +3%
BV
1769
Boxwood Ventures
Illinois
$1.58M
ICG
1770
InterOcean Capital Group
Tennessee
$1.57M +$86.9K +753 +6%
CST
1771
Charles Schwab Trust
Nevada
$1.56M +$662 +6 +0%
CPIA
1772
Cornell Pochily Investment Advisors
New York
$1.56M -$211K -1,832 -12%
JWBC
1773
John W. Bristol & Co
New York
$1.56M -$1.19M -10,334 -43%
PWM
1774
Pinnacle Wealth Management
California
$1.55M +$1.55M +13,444 New
CAMG
1775
CWA Asset Management Group
Florida
$1.55M +$78.9K +684 +5%