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 %
SIMM
2351
Stillwater Investment Management (Minnesota)
Minnesota
$592K +$3.83K +36 +0.7%
BWA
2352
Burt Wealth Advisors
Maryland
$591K +$10.5K +99 +2%
RGC
2353
Roberts, Glore & Co
Illinois
$590K +$12.2K +115 +2%
WWM
2354
Wagner Wealth Management
South Carolina
$589K +$27.6K +259 +5%
CI
2355
Clal Insurance
Israel
$589K +$589K +5,500 New
CC
2356
Cornerstone Capital
California
$587K -$64.3K -604 -10%
SGK
2357
Steigerwald Gordon & Koch
Virginia
$586K +$19.5K +183 +3%
WC
2358
Westhampton Capital
North Carolina
$586K +$5.32K +50 +0.9%
FGA
2359
Fortis Group Advisors
New Jersey
$584K +$584K +5,061 New
HWA
2360
Heartwood Wealth Advisors
Virginia
$584K -$556K -5,229 -49%
V
2361
ViaWealth
Kansas
$584K
LGG
2362
Luts & Greenleigh Group
Maryland
$582K +$5K +47 +0.9%
TCOO
2363
Trust Company of Oklahoma
Oklahoma
$582K
APW
2364
Austin Private Wealth
Texas
$582K +$71.9K +676 +14%
CWA
2365
Centennial Wealth Advisory
Michigan
$581K +$176K +1,653 +43%
KC
2366
Kingfisher Capital
North Carolina
$581K +$3.51K +33 +0.6%
CAM
2367
Campion Asset Management
Virginia
$581K
TP
2368
Tranquility Partners
Tennessee
$581K -$2.66K -25 -0.5%
BWM
2369
Baystate Wealth Management
Massachusetts
$577K +$40.7K +383 +8%
BFAG
2370
Blackston Financial Advisory Group
Florida
$577K -$31.9K -300 -5%
HCM
2371
Hollencrest Capital Management
California
$577K +$106 +1 +0%
PB
2372
Pinnacle Bancorp
Nebraska
$575K +$1.49K +14 +0.3%
DTC
2373
Davidson Trust Company
Washington
$575K +$187K +1,755 +48%
CG
2374
Clarus Group
Texas
$573K +$1.28K +12 +0.2%
TI
2375
Truepoint Inc
Ohio
$573K +$745 +7 +0.1%