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 %
FIB
1801
First Interstate Bank
Montana
$1.47M -$25.8K -224 -2%
WEG
1802
World Equity Group
Illinois
$1.47M +$1.47M +12,765 New
HJGA
1803
Hardman Johnston Global Advisors
Connecticut
$1.47M
FWA
1804
FOCUS Wealth Advisors
Texas
$1.47M +$1.47M +12,718 New
KA
1805
KLCM Advisors
Wisconsin
$1.46M +$32.2K +279 +2%
MPPW
1806
Mitchell & Pahl Private Wealth
Oklahoma
$1.46M -$50.8K -440 -3%
SFA
1807
Souders Financial Advisors
Ohio
$1.46M +$479K +4,147 +49%
CAMV
1808
Concord Asset Management (Virginia)
Virginia
$1.46M +$329K +2,848 +29%
FIM
1809
Freedom Investment Management
Connecticut
$1.46M -$510K -4,416 -26%
NSAM
1810
North Star Asset Management
Wisconsin
$1.45M -$20.2K -175 -1%
NL
1811
Navalign LLC
California
$1.45M -$23.5K -204 -2%
CASB
1812
Cape Ann Savings Bank
Massachusetts
$1.45M +$169K +1,463 +13%
CBT
1813
CoreFirst Bank & Trust
Kansas
$1.45M -$97K -841 -6%
LCM
1814
LVM Capital Management
Michigan
$1.45M
EWM
1815
Endurance Wealth Management
Rhode Island
$1.45M
PMG
1816
ProVise Management Group
Florida
$1.45M +$138K +1,196 +11%
SWP
1817
Summit Wealth Partners
Florida
$1.45M +$115 +1 +0%
CHJWM
1818
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.44M -$17.4K -166 -1%
CB
1819
Centennial Bank
Arkansas
$1.44M -$167K -1,450 -10%
WMA
1820
Wealth Management Associates
New Jersey
$1.44M -$32.8K -284 -2%
RPSA
1821
Richard P. Slaughter Associates
Texas
$1.44M +$1.44M +12,441 New
KJWM
1822
Kiley Juergens Wealth Management
Washington
$1.43M -$58.8K -510 -4%
KMWM
1823
Keudell/Morrison Wealth Management
Oregon
$1.43M -$26.1K -226 -2%
BFA
1824
Beacon Financial Advisory
Ohio
$1.43M +$47.4K +411 +3%
RCG
1825
Resource Consulting Group
Florida
$1.43M +$1.43M +12,384 New