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 %
TIA
2026
Tiemann Investment Advisors
California
$1.03M -$17.3K -150 -2%
OFG
2027
Oxford Financial Group
Indiana
$1.03M +$270K +2,339 +35%
GCMG
2028
Gyroscope Capital Management Group
Florida
$1.03M -$189K -1,635 -15%
MHS
2029
M Holdings Securities
Oregon
$1.03M -$2.11M -18,314 -67%
NIC
2030
Northwest Investment Counselors
Oregon
$1.03M -$5.77K -50 -0.6%
CG
2031
Clarus Group
Texas
$1.02M +$402K +3,480 +65%
AWMG
2032
Alliance Wealth Management Group
New Jersey
$1.02M +$4.15K +36 +0.4%
TCM
2033
Towercrest Capital Management
Pennsylvania
$1.02M +$4.15K +36 +0.4%
JWBC
2034
J.W. Burns & Co
New York
$1.02M -$22.8K -198 -2%
PFT
2035
Providence First Trust
Arizona
$1.02M +$1.02M +8,845 New
CIM
2036
CIM Investment Management
Pennsylvania
$1.02M +$2.31K +20 +0.2%
SF
2037
Summit Financial
New Jersey
$1.02M +$366K +3,155 +56%
AFC
2038
AFT Forsyth & Company
Florida
$1.01M -$54.8K -475 -5%
FFG
2039
Frisch Financial Group
New York
$1.01M +$32.4K +281 +3%
FFIC
2040
First Fiduciary Investment Counsel
Ohio
$1.01M -$69.2K -600 -6%
QC
2041
Quent Capital
New York
$1.01M +$144K +1,248 +17%
PWA
2042
Providence Wealth Advisors
Illinois
$1.01M -$93.8K -825 -8%
LIA
2043
LBMC Investment Advisors
Tennessee
$1.01M
ACS
2044
Archford Capital Strategies
Illinois
$1.01M +$227K +2,091 +29%
AL
2045
Arnhold LLC
New York
$1.01M
MLA
2046
My Legacy Advisors
Oregon
$1.01M -$233K -2,191 -19%
SWM
2047
Segment Wealth Management
Texas
$1.01M -$468K -4,052 -32%
EWM
2048
EPG Wealth Management
Georgia
$1M +$50.8K +440 +5%
OWP
2049
Obermeyer Wealth Partners
Colorado
$1M
SAA
2050
Southeast Asset Advisors
Georgia
$1M +$808 +7 +0.1%