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 %
CCIA
2326
Cherry Creek Investment Advisors
Colorado
$683K +$2.77K +24 +0.4%
LIM
2327
Lathrop Investment Management
Arkansas
$681K
APW
2328
Acima Private Wealth
Virginia
$680K
CWM
2329
Concentric Wealth Management
California
$680K -$26.4K -229 -4%
HIGP
2330
Hill Investment Group Partners
Missouri
$677K
KLCM
2331
KG&L Capital Management
Louisiana
$676K -$16.7K -145 -2%
C
2332
Certuity
Florida
$676K +$238K +2,061 +54%
WP
2333
Westmount Partners
California
$676K +$346 +3 +0.1%
LT
2334
Legacy Trust
Michigan
$676K -$29K -251 -4%
LI
2335
Lafayette Investments
Maryland
$674K
SMH
2336
Sanders Morris Harris
Texas
$673K +$673K +5,866 New
WTFG
2337
Wells Trecaso Financial Group
Ohio
$672K
THWM
2338
Taylor Hoffman Wealth Management
Virginia
$671K -$184K -1,591 -21%
CCT
2339
Capital City Trust
Florida
$671K +$70K +607 +12%
SGK
2340
Steigerwald Gordon & Koch
Virginia
$671K +$34.5K +299 +5%
KC
2341
Kenfarb & Co
Kentucky
$669K
UOC
2342
UBS O'Connor
Illinois
$668K -$1.39M -12,074 -68%
RRC
2343
Relaxing Retirement Coach
Massachusetts
$668K +$6K +52 +0.9%
CIA
2344
Cohen Investment Advisors
New Hampshire
$666K -$4.39K -38 -0.7%
AFG
2345
ABLE Financial Group
Arizona
$666K +$391K +3,387 +142%
CAM
2346
Campion Asset Management
Virginia
$665K +$34.6K +300 +5%
NP
2347
Ninepoint Partners
Ontario, Canada
$663K
KIA
2348
KLR Investment Advisors
Rhode Island
$663K +$20.2K +174 +3%
D
2349
Diversified
Delaware
$663K -$692 -6 -0.1%
AP
2350
Arlington Partners
Alabama
$662K +$252K +2,180 +61%