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 %
DFA
2301
DHJJ Financial Advisors
Illinois
$640K
KLCM
2302
KG&L Capital Management
Louisiana
$639K +$94.8K +891 +17%
CCP
2303
Cassia Capital Partners
North Carolina
$639K -$8.41K -79 -1%
GITFIT
2304
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$638K
CCM
2305
Cohen Capital Management
California
$635K
BLAM
2306
Bourne Lent Asset Management
New York
$635K
CA
2307
Continental Advisors
Utah
$635K -$426K -4,000 -40%
GKWIM
2308
Gerber Kawasaki Wealth & Investment Management
California
$633K +$8.72K +82 +1%
BFPW
2309
BOK Financial Private Wealth
Colorado
$632K +$5.46K +51 +0.9%
OW
2310
Olistico Wealth
Oklahoma
$631K +$67.1K +631 +12%
SWM
2311
Sugarloaf Wealth Management
Georgia
$631K -$30.2K -284 -5%
CCFP
2312
Charles Carroll Financial Partners
Massachusetts
$628K +$58.5K +550 +10%
CCIA
2313
Cherry Creek Investment Advisors
Colorado
$627K +$2.55K +24 +0.4%
JWM
2314
JGP Wealth Management
Oregon
$627K -$651K -6,123 -51%
LIM
2315
Lathrop Investment Management
Arkansas
$627K
APW
2316
Acima Private Wealth
Virginia
$627K +$84.6K +795 +16%
SFG
2317
Sovereign Financial Group
Connecticut
$627K +$638 +6 +0.1%
SIS
2318
Sound Income Strategies
Florida
$625K -$2.13K -20 -0.3%
HIGP
2319
Hill Investment Group Partners
Missouri
$625K
CSC
2320
Caldwell Sutter Capital
California
$623K +$303K +2,845 +94%
WP
2321
Westmount Partners
California
$623K +$37.7K +354 +6%
KCFA
2322
Key Client Fiduciary Advisors
New Jersey
$622K -$13.7K -129 -2%
LI
2323
Lafayette Investments
Maryland
$621K -$271K -2,550 -30%
WTFG
2324
Wells Trecaso Financial Group
Ohio
$620K -$26.6K -250 -4%
MWC
2325
MBM Wealth Consultants
Missouri
$619K