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 %
TWP
2001
Tempus Wealth Planning
California
$1.08M -$24.9K -216 -2%
Verition Fund Management
2002
Verition Fund Management
Connecticut
$1.08M +$274K +2,377 +34%
PC
2003
Port Capital
Illinois
$1.08M
CSC
2004
Caldwell Sutter Capital
California
$1.08M +$400K +3,466 +59%
FHC
2005
First Heartland Consultants
Missouri
$1.07M -$38.7K -335 -3%
AIC
2006
Argus Investors Counsel
New York
$1.07M -$6.58K -57 -0.6%
CCWM
2007
Cassaday & Co Wealth Management
Virginia
$1.07M +$50.1K +434 +5%
OCM
2008
Orser Capital Management
Texas
$1.07M -$4.04K -35 -0.4%
RPCONE
2009
Retirement Planning Company of New England
Rhode Island
$1.06M -$4.73K -41 -0.4%
SWK
2010
Stephen W. Kidder
$1.06M +$53.8K +466 +5%
APC
2011
Aspire Private Capital
North Carolina
$1.06M -$93.5K -810 -8%
FCAG
2012
First Capital Advisors Group
New Jersey
$1.06M -$923 -8 -0.1%
I2I
2013
Insight 2811 Inc
Illinois
$1.05M -$14.3K -124 -1%
WP
2014
WealthPLAN Partners
Nebraska
$1.05M -$76.4K -662 -7%
MCM
2015
MV Capital Management
Maryland
$1.05M +$9.12K +79 +0.9%
AF
2016
Arrow Financial
New York
$1.05M -$68.8K -596 -6%
IIA
2017
IPG Investment Advisors
California
$1.05M +$600K +5,196 +134%
OL
2018
Optas LLC
Texas
$1.05M +$28.7K +249 +3%
AWA
2019
Aaron Wealth Advisors
Illinois
$1.05M +$130K +1,125 +14%
AAM
2020
AMI Asset Management
California
$1.04M +$4.39K +38 +0.4%
FPAS
2021
Focus Partners Advisor Solutions
Missouri
$1.04M +$329K +2,851 +46%
GC
2022
Gratus Capital
Georgia
$1.04M -$60.1K -521 -5%
FMTC
2023
Farmers & Merchants Trust Company
California
$1.04M +$248K +2,149 +31%
IPW
2024
Impact Partnership Wealth
Georgia
$1.04M +$1.04M +8,999 New
PWAM
2025
Pinnacle West Asset Management
Wyoming
$1.03M -$11.5K -100 -1%