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 %
IW
1926
Imprint Wealth
South Carolina
$1.23M +$22.5K +195 +2%
HPIA
1927
Hamilton Point Investment Advisors
North Carolina
$1.23M -$15.2K -131 -1%
FPF
1928
First Pacific Financial
Washington
$1.23M +$90.1K +781 +8%
CG
1929
Cynosure Group
Utah
$1.22M +$1.22M +10,576 New
ACM
1930
Argent Capital Management
Missouri
$1.21M +$9.69K +84 +0.8%
TG
1931
TCW Group
California
$1.21M
CA
1932
Capital Advantage
California
$1.21M -$354K -3,218 -23%
AFAS
1933
Acorn Financial Advisory Services
Virginia
$1.21M +$11.3K +98 +0.9%
FWC
1934
First Washington Corp
Washington
$1.21M
ONST
1935
Old North State Trust
North Carolina
$1.21M
TCM
1936
Traynor Capital Management
Pennsylvania
$1.21M +$14.5K +126 +1%
APW
1937
Aurora Private Wealth
New Jersey
$1.21M -$73.2K -634 -6%
GF
1938
Gries Financial
Ohio
$1.21M -$839K -7,273 -41%
RAM
1939
Redmond Asset Management
Virginia
$1.2M -$16.8K -146 -1%
FWTB
1940
First Western Trust Bank
Colorado
$1.2M -$345K -2,991 -22%
SRC
1941
Sage Rhino Capital
California
$1.2M -$4.15K -36 -0.3%
DWM
1942
Dorchester Wealth Management
Quebec, Canada
$1.2M -$75K -650 -6%
TF
1943
TLWM Financial
Texas
$1.19M +$17.5K +152 +1%
SFG
1944
StrategIQ Financial Group
Indiana
$1.19M +$11.8K +102 +1%
AAM
1945
Aureus Asset Management
Massachusetts
$1.19M +$12.2K +106 +1%
CMP
1946
Coston McIsaac & Partners
Maine
$1.19M +$10.8K +94 +0.9%
GIP
1947
Granite Investment Partners
California
$1.19M
AGC
1948
Aspen Grove Capital
Colorado
$1.19M +$170K +1,468 +17%
FWM
1949
Forefront Wealth Management
Pennsylvania
$1.18M
DLHL
1950
Donald L. Hagan LLC
Florida
$1.18M -$43.3K -375 -4%