3,460 hedge funds and large institutions have $217B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,523 increasing their positions, 1,403 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,460
Holders Change
-55
Holders Change %
-1.56%
% of All Funds
50.04%
Holding in Top 10
112
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-41.36%
% of All Funds
1.62%
New
145
Increased
1,523
Reduced
1,403
Closed
159
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWS
2476
McCarter Private Wealth Services
Massachusetts
$621K +$621K +5,467 New
EAM
2477
Everstar Asset Management
North Carolina
$619K +$619K +5,449 New
FC
2478
FCA Corp
Texas
$616K
SFS
2479
Summit Financial Strategies
Ohio
$613K
LT
2480
Legacy Trust
Michigan
$613K -$29.5K -260 -5%
OIA
2481
Optimum Investment Advisors
Illinois
$613K -$114K -1,000 -16%
SPWM
2482
Schrum Private Wealth Management
Florida
$613K +$193K +1,697 +46%
SCA
2483
St. Clair Advisors
Ohio
$612K
Group One Trading
2484
Group One Trading
Illinois
$612K +$612K +5,385 New
SLC
2485
Second Line Capital
Louisiana
$610K +$80.4K +703 +15%
Members Trust
2486
Members Trust
Florida
$610K -$8.86K -78 -1%
MA
2487
McBroom & Associates
Nevada
$610K +$51.7K +455 +9%
PCA
2488
Prosperity Capital Advisors
Ohio
$610K +$29.6K +261 +5%
CWG
2489
Crown Wealth Group
North Carolina
$609K -$568 -5 -0.1%
BAM
2490
Boyar Asset Management
New York
$609K +$106K +935 +21%
TP
2491
Tranquility Partners
Tennessee
$608K +$454 +4 +0.1%
SFP
2492
Sweet Financial Partners
Minnesota
$608K -$285K -2,514 -32%
HCP
2493
Hexagon Capital Partners
Arkansas
$607K -$19.3K -170 -3%
FI
2494
Financial Insights
Washington
$606K -$398K -3,502 -40%
LWM
2495
Lakeridge Wealth Management
Ohio
$605K -$11.7K -103 -2%
HFAS
2496
Hummer Financial Advisory Services
Illinois
$605K
EBSAM
2497
Eubel Brady & Suttman Asset Management
Ohio
$602K -$28.9K -254 -5%
1WM
2498
1900 Wealth Management
Texas
$602K +$568 +5 +0.1%
HGA
2499
Hobbs Group Advisors
South Carolina
$602K -$20.6K -181 -3%
NEWAS
2500
N.E.W. Advisory Services
Wisconsin
$600K +$38.3K +337 +7%