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 %
PWP
1901
Phillips Wealth Planners
Mississippi
$1.27M +$6.12K +53 +0.5%
ACG
1902
Allen Capital Group
Nebraska
$1.26M +$7.27K +63 +0.6%
FWMM
1903
Foundation Wealth Management (Missouri)
Missouri
$1.26M +$5.77K +50 +0.5%
MFA
1904
Millington Financial Advisors
Illinois
$1.26M -$5.77K -50 -0.5%
RIS
1905
Retirement Income Solutions
Michigan
$1.26M -$17.3K -150 -1%
FI
1906
Financial Insights
Washington
$1.25M +$285K +2,471 +29%
ZIG
1907
Zullo Investment Group
Pennsylvania
$1.25M +$6.69K +58 +0.5%
WIM
1908
Waverton Investment Management
United Kingdom
$1.25M
BFA
1909
Bill Few Associates
Pennsylvania
$1.25M -$161K -1,399 -11%
LAM
1910
L2 Asset Management
Massachusetts
$1.25M +$151K +1,310 +14%
LA
1911
LexAurum Advisors
Kansas
$1.25M +$65.4K +567 +6%
MWPCG
1912
Measured Wealth Private Client Group
New Hampshire
$1.25M +$59.5K +516 +5%
TBNY
1913
Trustco Bank (New York)
New York
$1.25M +$24.5K +212 +2%
KCM
1914
Kennedy Capital Management
Missouri
$1.24M +$1.24M +10,778 New
TPWM
1915
Twelve Points Wealth Management
Massachusetts
$1.24M +$49K +425 +4%
SAM
1916
Seelaus Asset Management
New Jersey
$1.24M -$41.1K -356 -3%
CBA
1917
Coastal Bridge Advisors
Connecticut
$1.24M +$22.3K +193 +2%
MW
1918
MBL Wealth
North Carolina
$1.24M +$137K +1,191 +13%
CIA
1919
Cladis Investment Advisory
Montana
$1.23M +$52.2K +452 +4%
PWS
1920
Peterson Wealth Services
Utah
$1.23M -$80.1K -694 -6%
TL
1921
Tradewinds LLC
North Carolina
$1.23M -$19K -165 -2%
BEAM
1922
Baker Ellis Asset Management
Washington
$1.23M
ATC
1923
Adirondack Trust Company
New York
$1.23M -$37.4K -351 -3%
CCP
1924
Clarkston Capital Partners
Michigan
$1.23M
RRA
1925
Round Rock Advisors
Connecticut
$1.23M +$6.23K +54 +0.5%