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 %
FPCP
2076
Fort Point Capital Partners
California
$975K -$102K -886 -9%
AFM
2077
Armstrong Fleming & Moore
District of Columbia
$974K +$974K +8,443 New
CFG
2078
Carr Financial Group
Massachusetts
$971K -$10.5K -90 -1%
SXL
2079
Summit X LLC
Missouri
$969K -$106K -921 -10%
MCM
2080
Magnolia Capital Management
New York
$969K
LB
2081
Leo Brokerage
Texas
$968K +$171K +1,480 +21%
MTIC
2082
Missouri Trust & Investment Company
Missouri
$965K +$133K +1,151 +16%
TWA
2083
TCI Wealth Advisors
Arizona
$964K -$923 -8 -0.1%
MMM
2084
Mendel Money Management
Illinois
$964K -$11.4K -99 -1%
CRI
2085
Colonial River Investments
Virginia
$962K -$373K -3,235 -28%
PAS
2086
Professional Advisory Services
Florida
$960K -$15K -130 -2%
HWA
2087
HHM Wealth Advisors
Tennessee
$959K -$2.31K -20 -0.2%
ACM
2088
Alethea Capital Management
Washington
$959K +$498K +4,312 +108%
TA
2089
TruWealth Advisors
Louisiana
$955K +$31.4K +272 +3%
SF
2090
Symphony Financial
Texas
$953K -$98.8K -870 -9%
IGGA
2091
Iron Gate Global Advisors
Utah
$953K +$923 +8 +0.1%
DA
2092
DCM Advisors
New York
$949K -$176K -1,529 -16%
WAM
2093
WNY Asset Management
New York
$949K -$2.31K -20 -0.2%
WAM
2094
Weinberger Asset Management
California
$949K +$3.35K +29 +0.4%
WIA
2095
Westbourne Investment Advisors
Maryland
$948K -$13.7K -119 -1%
OCG
2096
Opus Capital Group
Ohio
$948K -$13.2K -114 -1%
GFA
2097
Gallagher Fiduciary Advisors
Illinois
$946K -$44.6K -386 -4%
FFP
2098
FourThought Financial Partners
Florida
$942K -$9.92K -86 -1%
FIM
2099
FWL Investment Management
Texas
$941K -$4.32M -37,420 -82%
BIM
2100
Barton Investment Management
Pennsylvania
$941K