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 %
CCP
2201
Cassia Capital Partners
North Carolina
$822K +$129K +1,119 +19%
SP
2202
Successful Portfolios
Florida
$821K -$44.3K -384 -5%
HC
2203
Hamilton Capital
Ohio
$820K -$20K -173 -2%
OFG
2204
OmniStar Financial Group
North Carolina
$820K -$587K -5,085 -42%
GAM
2205
Grandview Asset Management
Pennsylvania
$819K +$346K +3,000 +73%
MSCM
2206
McElhenny Sheffield Capital Management
Texas
$819K +$819K +7,097 New
SPC
2207
Stewart & Patten Company
California
$819K +$28.8K +250 +4%
CWM
2208
Compass Wealth Management
Connecticut
$817K -$5.77K -50 -0.7%
SIC
2209
Sterling Investment Counsel
New York
$815K -$231K -2,004 -22%
RFG
2210
Range Financial Group
Oregon
$815K -$1.45M -12,601 -64%
FAM
2211
Fenimore Asset Management
New York
$815K
ILI
2212
Invesco LLC (Illinois)
Illinois
$812K +$812K +7,033 New
GFG
2213
Greystone Financial Group
Michigan
$811K -$7.73K -67 -0.9%
MAG
2214
MRA Advisory Group
New Jersey
$807K -$67.5K -585 -8%
TC
2215
Trust Company
Kansas
$807K -$363K -3,145 -31%
BIM
2216
Baldwin Investment Management
Pennsylvania
$804K
CC
2217
Callan Capital
California
$803K -$131K -1,134 -14%
IWA
2218
Intercontinental Wealth Advisors
Texas
$801K +$2.08K +18 +0.3%
FWA
2219
FSM Wealth Advisors
Ohio
$799K -$4.24K -39 -0.5%
DFA
2220
Delta Financial Advisors
Louisiana
$799K
FWM
2221
Focused Wealth Management
New York
$798K +$1.96K +17 +0.2%
M
2222
Mirova
France
$798K -$988K -8,565 -55%
WEPOG
2223
Wealth Enhancement & Preservation of GA
Georgia
$796K +$64.6K +560 +9%
MA
2224
MJP Associates
Connecticut
$796K -$102K -881 -11%
MIM
2225
Moseley Investment Management
Florida
$793K +$63.1K +547 +9%