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 %
ERIM
2126
Eagle Ridge Investment Management
Connecticut
$909K -$17.3K -150 -2%
CCFM
2127
Clear Creek Financial Management
Washington
$908K -$2.89K -25 -0.3%
CAM
2128
Claret Asset Management
Quebec, Canada
$906K +$8.66K +75 +1%
HFG
2129
Heron Financial Group
New York
$905K +$35.2K +305 +4%
FMTCOCP
2130
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$904K -$55.6K -482 -6%
Edgewood Management
2131
Edgewood Management
Connecticut
$902K
PIA
2132
Pinion Investment Advisors
Kansas
$902K +$26.2K +227 +3%
PWM
2133
Prentice Wealth Management
New York
$898K -$14.9K -129 -2%
WAM
2134
Weatherly Asset Management
California
$895K
RWS
2135
Resolute Wealth Strategies
Mississippi
$894K +$4.15K +36 +0.5%
GFP
2136
Gryphon Financial Partners
Ohio
$894K -$14.1K -122 -2%
PWM
2137
Paulson Wealth Management
Illinois
$893K +$161K +1,398 +22%
BIG
2138
Builder Investment Group
Georgia
$890K -$3.69K -32 -0.4%
GWP
2139
Gateway Wealth Partners
Wisconsin
$889K +$41.4K +359 +5%
JFG
2140
Jefferies Financial Group
New York
$888K +$410K +3,550 +86%
STAS
2141
Strong Tower Advisory Services
Minnesota
$888K +$33.8K +293 +4%
PNAA
2142
Pictet North America Advisors
Switzerland
$886K
JWWM
2143
Johnson & White Wealth Management
Pennsylvania
$885K -$4.85K -42 -0.5%
MFG
2144
Magnus Financial Group
New York
$884K -$11.8K -102 -1%
RWI
2145
Red Wave Investments
Pennsylvania
$882K -$2.89K -25 -0.3%
GPA
2146
Garrison Point Advisors
California
$881K -$24.1K -209 -3%
ZAM
2147
Zevin Asset Management
Massachusetts
$881K -$17.3K -150 -2%
TIA
2148
Traphagen Investment Advisors
New Jersey
$879K +$12.1K +105 +1%
DAC
2149
Dividend Assets Capital
South Carolina
$879K -$28.9K -250 -3%
WA
2150
Waddell & Associates
Tennessee
$877K +$58.2K +504 +7%