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 %
HMS
2426
Hanseatic Management Services
New Mexico
$578K +$4.84K +42 +0.8%
CPA
2427
Cardiff Park Advisors
California
$578K +$12.7K +110 +2%
USB
2428
Union Savings Bank
Connecticut
$577K +$577K +5,415 New
AWM
2429
Atticus Wealth Management
Florida
$577K -$19.4K -168 -3%
SFB
2430
STAR Financial Bank
Indiana
$576K -$7.5K -65 -1%
WF
2431
Wayfinding Financial
Washington
$576K +$38K +357 +7%
HFP
2432
Holistic Financial Partners
Indiana
$576K -$32.9K -285 -5%
ATWA
2433
Arbor Trust Wealth Advisors
Michigan
$573K -$19.5K -168 -3%
GGS
2434
Galvin Gaustad & Stein
Arizona
$573K -$12.6K -109 -2%
RWM
2435
RKL Wealth Management
Pennsylvania
$573K -$23.3K -202 -4%
FCFC
2436
First Citizens Financial Corp
Iowa
$573K +$573K +4,965 New
JWM
2437
JGP Wealth Management
Oregon
$571K -$110K -949 -16%
AWA
2438
Acorn Wealth Advisors
Michigan
$570K -$9.69K -84 -2%
FUBT
2439
First United Bank & Trust
Maryland
$570K -$2.31K -20 -0.4%
MTC
2440
McDaniel Terry & Co
Texas
$570K -$19.5K -169 -3%
OCM
2441
Objective Capital Management
Ohio
$569K +$16.2K +140 +3%
BFAG
2442
Blackston Financial Advisory Group
Florida
$568K -$57.5K -498 -9%
AWM
2443
Accel Wealth Management
Iowa
$566K -$923 -8 -0.2%
SBF
2444
Sara-Bay Financial
Florida
$566K +$14.5K +126 +3%
FZCM
2445
Flynn Zito Capital Management
New York
$565K +$118K +1,022 +26%
CA
2446
CSM Advisors
Pennsylvania
$564K -$80.8K -700 -13%
SMWM
2447
Silvia McColl Wealth Management
California
$563K -$15.6K -135 -3%
AA
2448
Addison Advisors
Vermont
$563K -$40K -347 -7%
WA
2449
Wambolt & Associates
Colorado
$562K +$56.8K +492 +11%
CA
2450
Calton & Associates
Florida
$558K +$131K +1,139 +31%