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 %
CFG
2176
Cooper Financial Group
California
$852K -$16K -139 -2%
RFN
2177
Redwood Financial Network
Ohio
$849K +$4.73K +41 +0.6%
OIA
2178
Optimum Investment Advisors
Illinois
$848K +$92.3K +800 +12%
KWMG
2179
King Wealth Management Group
Florida
$847K -$10.2K -88 -1%
AWP
2180
Abacus Wealth Partners
California
$847K -$36K -312 -4%
SPP
2181
Single Point Partners
Massachusetts
$844K +$96.2K +834 +13%
TWP
2182
Tower Wealth Partners
Pennsylvania
$844K +$131K +1,139 +18%
AOI
2183
Auto-Owners Insurance
Michigan
$842K
SFM
2184
Systematic Financial Management
New Jersey
$842K
BAM
2185
Bosun Asset Management
Illinois
$842K +$842K +7,300 New
AIM
2186
Alhambra Investment Management
Florida
$842K +$115 +1 +0%
KWM
2187
Kolinsky Wealth Management
New Jersey
$842K +$13.4K +118 +2%
VCM
2188
Vivaldi Capital Management
Illinois
$841K +$41K +355 +5%
TRIA
2189
Trail Ridge Investment Advisors
Colorado
$840K -$16.5K -143 -2%
VIA
2190
Virtus Investment Advisers
Connecticut
$838K
SFG
2191
Summit Financial Group
West Virginia
$837K
CS
2192
Crescent Sterling
Louisiana
$834K -$346 -3 -0%
OCM
2193
Orion Capital Management
California
$828K -$92.3K -800 -10%
HFM
2194
Harvest Fund Management
China
$827K -$611K -5,294 -42%
SN
2195
Sittner & Nelson
Oregon
$827K -$17.2K -149 -2%
AC
2196
ASB Consultores
Florida
$826K -$36.5K -316 -4%
CFO
2197
Callan Family Office
Pennsylvania
$825K -$54.1K -469 -6%
CAI
2198
Capital Advisors Inc
Oklahoma
$825K +$54.8K +475 +7%
SFFS
2199
Stonehage Fleming Financial Services
Jersey
$824K -$540K -4,731 -40%
KFP
2200
KB Financial Partners
New Jersey
$823K -$595K -5,155 -42%