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 %
GIM
2301
Groesbeck Investment Management
New Jersey
$715K -$132K -1,141 -16%
LWANC
2302
Laurel Wealth Advisors (North Carolina)
North Carolina
$714K -$38.1K -330 -5%
BFC
2303
Bedel Financial Consulting
Indiana
$713K +$6.23K +54 +0.9%
IP
2304
Investment Partners
Ohio
$712K -$110K -955 -13%
SL
2305
Salomon & Ludwin
Virginia
$711K
SFS
2306
Summit Financial Strategies
Ohio
$711K +$15.2K +132 +2%
CAC
2307
Certified Advisory Corp
Florida
$710K -$8.65K -75 -1%
EWS
2308
Evergreen Wealth Solutions
Pennsylvania
$709K +$60.2K +522 +9%
TC
2309
TAP Consulting
Missouri
$709K +$1.04K +9 +0.1%
KI
2310
Kapitalo Investimentos
Brazil
$708K +$708K +6,136 New
BCB
2311
Brian C. Broderick
$707K -$2.89K -25 -0.4%
IP
2312
Ignite Planners
California
$707K +$22.5K +206 +3%
BCM
2313
Boltwood Capital Management
California
$702K -$17.3K -150 -2%
SFG
2314
Sovereign Financial Group
Connecticut
$700K +$20.7K +179 +3%
OWA
2315
Octavia Wealth Advisors
Ohio
$700K -$3.72K -32 -0.5%
Members Trust
2316
Members Trust
Florida
$698K +$698K +6,050 New
PPW
2317
Presilium Private Wealth
Pennsylvania
$695K -$66K -572 -9%
DFA
2318
DHJJ Financial Advisors
Illinois
$694K
GKWIM
2319
Gerber Kawasaki Wealth & Investment Management
California
$693K +$6.81K +59 +1%
CI
2320
Clal Insurance
Israel
$692K +$57.7K +500 +9%
CCM
2321
Cohen Capital Management
California
$689K
BLAM
2322
Bourne Lent Asset Management
New York
$689K
FTC
2323
Farmers Trust Company
Ohio
$688K +$78K +676 +13%
RGF
2324
Retirement Guys Formula
Ohio
$687K +$16.8K +146 +3%
SWIG
2325
Strategic Wealth Investment Group
Kentucky
$686K +$686K +5,942 New