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 %
KCFA
2351
Key Client Fiduciary Advisors
New Jersey
$662K -$12.1K -105 -2%
FC
2352
FCA Corp
Texas
$660K -$6.69K -58 -1%
SIS
2353
Sound Income Strategies
Florida
$660K -$18.3K -159 -3%
KC
2354
Kingfisher Capital
North Carolina
$659K +$28.1K +243 +4%
BCMLT
2355
Beacon Capital Management LLC (Tennessee)
Tennessee
$657K +$59.8K +518 +10%
PB
2356
Pinnacle Bancorp
Nebraska
$656K +$32.7K +283 +5%
CA
2357
Cortland Associates
Missouri
$656K -$119K -1,032 -15%
1WM
2358
1900 Wealth Management
Texas
$656K +$23.4K +203 +4%
BSSFA
2359
Baron Silver Stevens Financial Advisors
Florida
$655K +$47K +407 +8%
AC
2360
Apella Capital
Connecticut
$655K +$655K +5,675 New
SAM
2361
Summit Asset Management
Tennessee
$655K
APW
2362
Austin Private Wealth
Texas
$654K +$22.7K +197 +4%
SWM
2363
Sugarloaf Wealth Management
Georgia
$652K -$31.4K -272 -5%
TFGT
2364
TS Financial Group (TSFG)
Illinois
$652K +$1.15K +10 +0.2%
OCM
2365
Osterweis Capital Management
California
$652K -$9.81K -85 -1%
TPWA
2366
TRUE Private Wealth Advisors
Oregon
$650K -$86.5K -750 -12%
Walleye Capital
2367
Walleye Capital
New York
$650K +$650K +5,636 New
LGG
2368
Luts & Greenleigh Group
Maryland
$649K +$17.5K +152 +3%
SCA
2369
St. Clair Advisors
Ohio
$645K +$160K +1,386 +33%
BFA
2370
BMS Financial Advisors
South Dakota
$643K -$290K -2,509 -31%
GC
2371
Garde Capital
Washington
$641K +$449K +3,894 +234%
BWA
2372
Burt Wealth Advisors
Maryland
$641K -$692 -6 -0.1%
RGC
2373
Roberts, Glore & Co
Illinois
$640K
SAM
2374
S.A. Mason
Michigan
$640K
WWM
2375
Wagner Wealth Management
South Carolina
$637K -$1.62K -14 -0.3%