3,162 hedge funds and large institutions have $206B invested in Merck in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,196 increasing their positions, 1,443 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,162
Holders Change
-57
Holders Change %
-1.77%
% of All Funds
50.61%
Holding in Top 10
260
Holding in Top 10 Change
-80
Holding in Top 10 Change %
-23.53%
% of All Funds
4.16%
New
162
Increased
1,196
Reduced
1,443
Closed
148
Calls
$1.84B
Puts
$1.49B
Net Calls
+$343M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
2026
WealthTrust Asset Management
Florida
$949K +$949K +8,924 New
AT
2027
American Trust
Kentucky
$949K -$888K -8,343 -48%
SAM
2028
Security Asset Management
New York
$943K -$349K -3,284 -27%
CCWM
2029
Cassaday & Co Wealth Management
Virginia
$941K +$167K +1,566 +22%
CIM
2030
CIM Investment Management
Pennsylvania
$939K -$856K -8,042 -48%
AWMG
2031
Alliance Wealth Management Group
New Jersey
$938K +$745 +7 +0.1%
TCM
2032
Towercrest Capital Management
Pennsylvania
$938K +$745 +7 +0.1%
OL
2033
Optas LLC
Texas
$938K -$19.8K -186 -2%
AGC
2034
Aspen Grove Capital
Colorado
$937K -$43.4K -405 -4%
WI
2035
WBI Investments
New Jersey
$936K +$936K +8,801 New
SWMP
2036
Signature Wealth Management Partners
New Jersey
$936K -$277K -2,600 -23%
GSB
2037
Greenfield Savings Bank
Massachusetts
$934K -$11.1K -104 -1%
SFO
2038
Stokes Family Office
Louisiana
$934K +$18.5K +174 +2%
SAM
2039
Synergy Asset Management
Washington
$934K -$68.1K -640 -7%
AWM
2040
Avior Wealth Management
Nebraska
$933K +$354K +3,325 +61%
BHIC
2041
Bassett Hargrove Investment Counsel
Delaware
$933K -$7.45K -70 -0.8%
LIA
2042
LBMC Investment Advisors
Tennessee
$931K
AL
2043
Arnhold LLC
New York
$930K
SWK
2044
Stephen W. Kidder
$930K
PCM
2045
Poehling Capital Management
Wisconsin
$929K -$422K -3,967 -31%
AIM
2046
Athena Investment Management
California
$926K -$532 -5 -0.1%
OWP
2047
Obermeyer Wealth Partners
Colorado
$925K -$859K -8,076 -48%
SAA
2048
Southeast Asset Advisors
Georgia
$924K +$7.55K +71 +0.8%
HGERS
2049
Householder Group Estate & Retirement Specialist
Arizona
$922K +$5.53K +52 +0.6%
P
2050
&Partners
Tennessee
$918K -$79.7K -749 -8%