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 %
RGF
2326
Retirement Guys Formula
Ohio
$618K +$29.2K +274 +5%
CIA
2327
Cohen Investment Advisors
New Hampshire
$618K +$6.7K +63 +1%
KC
2328
Kenfarb & Co
Kentucky
$617K
LK
2329
Lumbard & Kellner
New Hampshire
$617K +$9.02K +79 +1%
FC
2330
FCA Corp
Texas
$615K +$615K +5,779 New
NP
2331
Ninepoint Partners
Ontario, Canada
$612K +$612K +5,748 New
D
2332
Diversified
Delaware
$612K +$2.02K +19 +0.3%
RRC
2333
Relaxing Retirement Coach
Massachusetts
$610K
OCM
2334
Osterweis Capital Management
California
$610K
FC
2335
Financial Consulate
Maryland
$610K -$267K -2,508 -30%
1WM
2336
1900 Wealth Management
Texas
$608K
RWG
2337
Regal Wealth Group
California
$607K +$342 +3 +0.1%
SAM
2338
Summit Asset Management
Tennessee
$604K +$32.3K +304 +6%
NRI
2339
NFP Retirement Inc
California
$603K +$63.5K +597 +12%
SF
2340
Summit Financial
New Jersey
$603K -$26.5K -247 -4%
TFGT
2341
TS Financial Group (TSFG)
Illinois
$600K +$79.8K +750 +15%
VFA
2342
Voya Financial Advisors
Connecticut
$600K -$87.9K -830 -13%
HHGA
2343
Halbert Hargrove Global Advisors
California
$599K +$83.3K +783 +16%
EWS
2344
Evergreen Wealth Solutions
Pennsylvania
$599K -$32.7K -307 -5%
BST
2345
Bath Savings Trust
Maine
$598K -$18.6K -175 -3%
EFM
2346
E Fund Management
China
$597K -$29.4K -277 -5%
WP
2347
Waycross Partners
Kentucky
$596K
CA
2348
CSM Advisors
Pennsylvania
$595K
PWMG
2349
Provence Wealth Management Group
California
$595K +$261K +2,453 +78%
KIA
2350
KLR Investment Advisors
Rhode Island
$593K -$115K -1,073 -16%