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 %
GWA
2226
GGM Wealth Advisors
Maryland
$792K +$792K +7,287 New
OW
2227
Olistico Wealth
Oklahoma
$792K +$107K +930 +16%
LL
2228
LWMG LLC
Minnesota
$792K -$26.4K -229 -3%
EA
2229
Emerald Advisors
Washington
$791K +$51.5K +446 +7%
BC
2230
Barrett & Company
Rhode Island
$787K
LFA
2231
Landmark Financial Advisors
Kentucky
$785K
IF
2232
Intrua Financial
Texas
$784K +$233K +2,019 +42%
KOC
2233
Koss-Olinger Consulting
Florida
$784K
VC
2234
Vicus Capital
Pennsylvania
$784K -$42K -364 -5%
CW
2235
Channel Wealth
California
$783K +$211K +1,831 +37%
VEA
2236
Virtus ETF Advisers
New York
$782K -$150K -1,303 -16%
PTB
2237
Pioneer Trust Bank
Oregon
$781K
PIP
2238
Peachtree Investment Partners
Florida
$779K -$137K -1,183 -15%
BFPW
2239
BOK Financial Private Wealth
Colorado
$777K +$91.7K +790 +13%
VCM
2240
Vigilant Capital Management
Maine
$775K
BWM
2241
Bulltick Wealth Management
Florida
$773K -$180K -1,549 -19%
RCM
2242
RB Capital Management
Nevada
$770K -$5.54K -48 -0.7%
AMG
2243
Asset Management Group
Connecticut
$770K +$4.5K +39 +0.6%
AFT
2244
Alpha Family Trust
California
$770K
CBNLCF
2245
Cognios Beta Neutral Large Cap Fund
Kansas
$769K -$379K -3,281 -33%
LAM
2246
Lynch Asset Management
Pennsylvania
$767K
BSB
2247
Bangor Savings Bank
Maine
$766K -$7.5K -65 -1%
ORC
2248
O'Rourke & Company
Massachusetts
$766K +$4.04K +35 +0.5%
CCA
2249
Cottonwood Capital Advisors
Utah
$765K -$16.5K -143 -2%
GCC
2250
Game Creek Capital
Massachusetts
$764K -$130K -1,125 -15%