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 %
EAM
2451
Evanson Asset Management
California
$558K +$1.39K +12 +0.2%
CAM
2452
Close Asset Management
United Kingdom
$557K +$46.4K +402 +9%
PCMC
2453
Paragon Capital Management (Colorado)
Colorado
$557K -$5.19K -45 -0.9%
MA
2454
MBA Advisors
Pennsylvania
$556K -$44.3K -384 -7%
CCA
2455
Column Capital Advisors
Indiana
$556K -$15.5K -134 -3%
AC
2456
Annandale Capital
Texas
$556K +$23.6K +205 +4%
WCFA
2457
Walkner Condon Financial Advisors
Wisconsin
$555K +$86.3K +748 +18%
TC
2458
Truvestments Capital
Florida
$554K +$334K +2,898 +152%
MIC
2459
Meridian Investment Counsel
California
$554K +$5.89K +51 +1%
PCM
2460
Pointe Capital Management
Michigan
$553K +$30.3K +263 +6%
EW
2461
Element Wealth
Mississippi
$552K +$13.8K +120 +3%
WAAG
2462
Wealth Alliance Advisory Group
Kansas
$552K -$26.4K -229 -5%
MA
2463
MKT Advisors
California
$552K -$136K -1,276 -20%
FB
2464
First Bancorp
Maine
$550K -$15.6K -135 -3%
NCM
2465
Neumann Capital Management
California
$550K
MWA
2466
Moser Wealth Advisors
Washington
$550K +$550K +4,765 New
SWRP
2467
Summit Wealth & Retirement Planning
California
$549K +$115 +1 +0%
LWM
2468
Liberty Wealth Management
California
$549K -$20.8K -180 -4%
CCA
2469
Cora Capital Advisors
New Jersey
$547K +$42.8K +371 +8%
MAM
2470
Montchanin Asset Management
Delaware
$546K -$46.1K -400 -8%
UBV
2471
United Bank (Virginia)
Virginia
$545K -$27.7K -240 -5%
ST
2472
Somerset Trust
Pennsylvania
$545K -$52.3K -453 -9%
WQ
2473
Wealth Quarterback
New Jersey
$542K -$40.7K -353 -7%
WAM
2474
Wolverine Asset Management
Illinois
$542K -$34.3M -297,534 -98%
AIM
2475
Aspen Investment Management
Michigan
$541K