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 %
WA
2201
Waddell & Associates
Tennessee
$755K -$18.3K -172 -2%
GFG
2202
Greystone Financial Group
Michigan
$755K +$9.79K +92 +1%
LL
2203
LWMG LLC
Minnesota
$754K -$36.2K -340 -5%
ACA
2204
Atlas Capital Advisors
Wyoming
$754K -$357K -3,359 -32%
CSI
2205
Cross Staff Investments
New York
$754K
BG
2206
Bellevue Group
Switzerland
$753K +$34.5K +324 +5%
FAM
2207
Fenimore Asset Management
New York
$751K -$58K -545 -7%
VWM
2208
Venturi Wealth Management
Texas
$751K +$116K +1,086 +18%
BOM
2209
Bank of Marin
California
$743K -$7.77K -73 -1%
Verition Fund Management
2210
Verition Fund Management
Connecticut
$743K -$324K -3,050 -30%
BIM
2211
Baldwin Investment Management
Pennsylvania
$742K +$102K +958 +16%
VCM
2212
Vivaldi Capital Management
Illinois
$737K -$16.6K -156 -2%
IWA
2213
Intercontinental Wealth Advisors
Texas
$737K -$45.2K -425 -6%
DFA
2214
Delta Financial Advisors
Louisiana
$736K
LB
2215
Leo Brokerage
Texas
$735K +$735K +6,906 New
FWM
2216
Focused Wealth Management
New York
$734K +$1.7K +16 +0.2%
SIC
2217
Sigma Investment Counselors
Michigan
$733K +$957 +9 +0.1%
APWM
2218
Atlas Private Wealth Management
New York
$730K +$24.3K +228 +3%
FMTC
2219
Farmers & Merchants Trust Company
California
$730K +$6.06K +57 +0.8%
SPC
2220
Stewart & Patten Company
California
$728K +$33.5K +315 +5%
AC
2221
Avestar Capital
New York
$726K +$15.5K +145 +2%
BC
2222
Barrett & Company
Rhode Island
$726K -$4.26K -40 -0.6%
LFA
2223
Landmark Financial Advisors
Kentucky
$723K -$23.4K -220 -3%
MA
2224
MKT Advisors
California
$723K -$2.57K -23 -0.4%
KOC
2225
Koss-Olinger Consulting
Florida
$723K -$11.3K -106 -2%