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 %
BAM
2376
Blueshift Asset Management
New Jersey
$637K +$183K +1,585 +40%
CC
2377
Cornerstone Capital
California
$636K
MC
2378
Maverick Capital
Texas
$635K +$635K +5,502 New
WP
2379
Waycross Partners
Kentucky
$635K -$11.9K -103 -2%
AC
2380
Addison Capital
Pennsylvania
$634K +$21.2K +184 +3%
BST
2381
Bath Savings Trust
Maine
$634K -$15K -130 -2%
TP
2382
Tranquility Partners
Tennessee
$633K +$3.23K +28 +0.5%
LA
2383
Latitude Advisors
Florida
$631K +$54.5K +472 +9%
HCM
2384
Hollencrest Capital Management
California
$626K
TI
2385
Truepoint Inc
Ohio
$624K +$3K +26 +0.5%
DTC
2386
Davidson Trust Company
Washington
$624K
BWG
2387
Beta Wealth Group
California
$623K +$92.3K +800 +17%
FM
2388
Family Management
New York
$622K +$277K +2,400 +80%
VFA
2389
Voya Financial Advisors
Connecticut
$621K -$21.9K -193 -3%
ACM
2390
Avalon Capital Management
California
$619K
DWM
2391
Defined Wealth Management
Oregon
$618K +$1.15K +10 +0.2%
MWC
2392
MBM Wealth Consultants
Missouri
$615K +$65.4K +609 +12%
FFA
2393
Farther Finance Advisors
California
$614K +$58.3K +505 +10%
KCM
2394
KRS Capital Management
Michigan
$614K +$23K +199 +4%
HFAS
2395
Hummer Financial Advisory Services
Illinois
$614K
KFA
2396
Kelleher Financial Advisors
New York
$611K +$111K +958 +22%
JBA
2397
Johnson Bixby & Associates
Washington
$609K +$3.23K +28 +0.5%
UL
2398
Unionview LLC
Washington
$607K +$9.12K +79 +2%
IF
2399
Ironwood Financial
Arizona
$604K +$346 +3 +0.1%
V
2400
ViaWealth
Kansas
$604K -$30K -260 -5%