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 %
BAM
2426
BOS Asset Management
Illinois
$530K +$6.7K +63 +1%
HMS
2427
Hanseatic Management Services
New Mexico
$529K +$493K +4,629 +1,354%
KOCAA
2428
Knights of Columbus Asset Advisors
Connecticut
$528K -$104K -980 -16%
UBV
2429
United Bank (Virginia)
Virginia
$528K +$1.6K +15 +0.3%
IAS
2430
Investment Advisory Services
Texas
$528K +$28.1K +264 +6%
FUBT
2431
First United Bank & Trust
Maryland
$528K -$10.6K -100 -2%
CW
2432
Channel Wealth
California
$527K +$527K +4,958 New
CCA
2433
Column Capital Advisors
Indiana
$527K +$123K +1,156 +30%
LWM
2434
Liberty Wealth Management
California
$526K +$526K +4,940 New
BWP
2435
Balboa Wealth Partners
Arizona
$523K -$50.6K -476 -9%
AWM
2436
Accel Wealth Management
Iowa
$523K -$6.28K -59 -1%
FB
2437
First Bancorp
Maine
$522K -$15.4K -145 -3%
CPA
2438
Cardiff Park Advisors
California
$521K +$1.7K +16 +0.3%
VC
2439
Veracity Capital
Georgia
$520K +$9.79K +92 +2%
AS
2440
Altshuler Shaham
Israel
$520K +$471K +4,423 +945%
MM
2441
MQS Management
New York
$519K +$519K +4,879 New
HEIP
2442
Hudson Edge Investment Partners
New Jersey
$519K
PCMC
2443
Paragon Capital Management (Colorado)
Colorado
$518K +$532 +5 +0.1%
EAM
2444
Evanson Asset Management
California
$513K +$6.28K +59 +1%
FFA
2445
Farther Finance Advisors
California
$513K +$194K +1,827 +61%
OCM
2446
Objective Capital Management
Ohio
$510K +$36.3K +341 +8%
SBF
2447
Sara-Bay Financial
Florida
$508K
NCM
2448
Neumann Capital Management
California
$507K
SWRP
2449
Summit Wealth & Retirement Planning
California
$506K +$506K +4,759 New
MIC
2450
Meridian Investment Counsel
California
$505K