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 %
CC
2101
Callan Capital
California
$861K +$7.98K +75 +0.9%
MCWS
2102
McKinley Carter Wealth Services
West Virginia
$860K +$35.4K +333 +4%
BFA
2103
BMS Financial Advisors
South Dakota
$860K -$11.6K -109 -1%
UAML
2104
US Asset Management LLC
Pennsylvania
$860K -$2.23K -21 -0.3%
NJBEST
2105
New Jersey Better Educational Savings Trust
New Jersey
$859K
VEA
2106
Virtus ETF Advisers
New York
$859K -$319 -3 -0%
IFS
2107
Ifrah Financial Services
Arkansas
$856K -$16K -150 -2%
ERIM
2108
Eagle Ridge Investment Management
Connecticut
$854K +$5.32K +50 +0.6%
PCOC
2109
Power Corp of Canada
Canada
$853K +$427K +4,072 +100%
TA
2110
TruWealth Advisors
Louisiana
$851K +$34.5K +324 +4%
MFS
2111
Monetta Financial Services
Illinois
$851K
RZH
2112
Relyea Zuckerberg Hanson
Connecticut
$850K +$81.9K +770 +11%
OCM
2113
Orion Capital Management
California
$849K
SI
2114
Scharf Investments
California
$848K -$552K -5,186 -39%
CCB
2115
Cutter & Co Brokerage
Missouri
$846K -$8.83K -83 -1%
CWP
2116
Core Wealth Partners
California
$846K -$16.3K -153 -2%
PIP
2117
Peachtree Investment Partners
Florida
$844K -$580K -5,448 -41%
DBT
2118
Dubuque Bank & Trust
Iowa
$844K -$115K -1,083 -12%
AWA
2119
Aaron Wealth Advisors
Illinois
$844K +$113K +1,065 +16%
PWM
2120
Prentice Wealth Management
New York
$842K +$328K +3,086 +64%
CCFM
2121
Clear Creek Financial Management
Washington
$840K -$66.6K -626 -7%
EW
2122
Evoke Wealth
California
$838K -$27.9K -3,788 -3%
GFP
2123
Gryphon Financial Partners
Ohio
$837K -$23.1K -217 -3%
ESCM
2124
Echo Street Capital Management
New York
$836K +$252K +2,364 +43%
VAM
2125
Verity Asset Management
North Carolina
$836K +$38.4K +361 +5%