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 %
WTA
1976
Washington Trust Advisors
Massachusetts
$1.13M +$1.73K +15 +0.2%
LA
1977
LVW Advisors
New York
$1.13M -$591K -5,118 -34%
FBFS
1978
First Business Financial Services
Wisconsin
$1.13M -$1.25M -10,802 -53%
NA
1979
Navellier & Associates
Nevada
$1.12M +$44.1K +382 +4%
SFG
1980
Sather Financial Group
Texas
$1.12M
TCA
1981
Trifecta Capital Advisors
Illinois
$1.11M -$37.5K -325 -3%
FBB
1982
Fulton Breakefield Broenniman
Maryland
$1.11M -$176K -1,528 -14%
BOCM
1983
Bontempo Ohly Capital Management
Maryland
$1.11M
CS
1984
Capital Square
Tennessee
$1.11M +$7.96K +69 +0.7%
RFG
1985
RFP Financial Group
Georgia
$1.11M +$1.01M +8,772 +1,074%
EFG
1986
Everhart Financial Group
Ohio
$1.11M +$67.6K +586 +7%
HCM
1987
Highview Capital Management
Illinois
$1.1M -$11.5K -100 -1%
SKK
1988
Shepherd Kaplan Krochuk
Massachusetts
$1.1M +$1.1M +9,566 New
AGP
1989
Autumn Glory Partners
Texas
$1.1M -$229K -1,985 -17%
SPW
1990
Sonoma Private Wealth
California
$1.1M +$67.8K +588 +7%
MCM
1991
McRae Capital Management
New Jersey
$1.1M +$4.39K +38 +0.4%
AFP
1992
Ausdal Financial Partners
Iowa
$1.1M +$122K +1,055 +12%
BAAM
1993
Baker Avenue Asset Management
California
$1.09M +$713K +6,181 +187%
TAM
1994
Townsend Asset Management
North Carolina
$1.09M +$1.73K +15 +0.2%
LRPA
1995
L. Roy Papp & Associates
Arizona
$1.09M +$27.3K +237 +3%
UFF
1996
USA Financial Formulas
Michigan
$1.09M -$203K -1,757 -16%
PP
1997
Patron Partners
Texas
$1.09M -$64.8K -562 -6%
BFW
1998
Brady Family Wealth
Missouri
$1.08M +$4.5K +39 +0.4%
RWPA
1999
Richard W. Paul & Associates
Michigan
$1.08M +$10.8K +94 +1%
APA
2000
Astoria Portfolio Advisors
New York
$1.08M +$82.1K +772 +8%