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 %
BOM
2276
Bank of Marin
California
$741K -$65.3K -566 -8%
FFG
2277
Fortem Financial Group
California
$741K -$893K -7,735 -55%
ACM
2278
Ategra Capital Management
Virginia
$740K +$135K +1,167 +22%
CCFP
2279
Charles Carroll Financial Partners
Massachusetts
$739K +$57.7K +500 +8%
CFO
2280
Collective Family Office
Pennsylvania
$738K -$34.5K -299 -4%
IAS
2281
Investment Advisory Services
Texas
$735K +$162K +1,404 +28%
MFP
2282
Meridian Financial Partners
Virginia
$734K
AIA
2283
Alera Investment Advisors
Illinois
$734K -$112K -971 -13%
HFS
2284
Howard Financial Services
Texas
$733K +$6.46K +56 +0.9%
HWA
2285
Heartwood Wealth Advisors
Virginia
$733K +$99.1K +859 +16%
VWM
2286
Venturi Wealth Management
Texas
$729K -$84.9K -736 -10%
CH
2287
Canton Hathaway
Rhode Island
$729K
PA
2288
Prossimo Advisors
California
$727K -$391K -3,390 -35%
GITFIT
2289
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$727K +$34.6K +300 +5%
CHA
2290
Carmichael Hill & Associates
Maryland
$726K -$111K -966 -13%
PIA
2291
Perennial Investment Advisors
California
$725K -$346 -3 -0%
CA
2292
Crumly & Associates
Illinois
$725K -$128K -1,106 -15%
ACP
2293
Aveo Capital Partners
Colorado
$724K -$888K -7,698 -55%
NRI
2294
NFP Retirement Inc
California
$723K +$69K +598 +11%
JGGDR
2295
JGP Global Gestao de Recursos
Brazil
$723K -$57.3K -497 -7%
RCA
2296
Resonant Capital Advisors
Wisconsin
$722K +$8.83K +76 +1%
NB
2297
Nicolet Bankshares
Wisconsin
$721K -$9.12K -79 -1%
AWM
2298
Altus Wealth Management
Kentucky
$718K +$4.39K +38 +0.6%
CWM
2299
Chemistry Wealth Management
New York
$716K +$20K +173 +3%
HSA
2300
Hussman Strategic Advisors
Maryland
$715K -$1.68M -14,600 -70%