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 %
LL
2501
LWMG LLC
Minnesota
$598K -$52.3K -461 -8%
HTIM
2502
Harbour Trust & Investment Management
Indiana
$597K +$1.36K +12 +0.2%
EWS
2503
Evergreen Wealth Solutions
Pennsylvania
$597K -$63.8K -562 -10%
V
2504
ViaWealth
Kansas
$597K +$5.91K +52 +1%
AHL
2505
Abel Hall LLC
Louisiana
$597K -$568 -5 -0.1%
CFG
2506
Cooper Financial Group
California
$596K -$306K -2,692 -34%
ITIM
2507
Indiana Trust & Investment Management
Indiana
$593K -$4.54K -40 -0.8%
RGC
2508
Roberts, Glore & Co
Illinois
$591K
SPWG
2509
Syntegra Private Wealth Group
Missouri
$591K -$11.1K -98 -2%
TSWM
2510
Tyler-Stone Wealth Management
Ohio
$588K +$311K +2,741 +112%
WI
2511
WBI Investments
New Jersey
$588K +$588K +5,178 New
HCP
2512
Holt Capital Partners
Texas
$587K +$104K +918 +22%
PIA
2513
Perennial Investment Advisors
California
$586K -$117K -1,032 -17%
FUBT
2514
First United Bank & Trust
Maryland
$586K -$6.02K -53 -1%
HBW
2515
Hazlett, Burt & Watson
West Virginia
$586K +$31.5K +276 +6%
PCM
2516
Pointe Capital Management
Michigan
$581K +$25.2K +222 +5%
CFGA
2517
Cambridge Financial Group (Arizona)
Arizona
$581K +$28.7K +253 +5%
CCA
2518
Cora Capital Advisors
New Jersey
$580K -$454 -4 -0.1%
CFD
2519
Creative Financial Designs
Indiana
$579K +$15K +132 +3%
LSC
2520
Lesa Sroufe & Co
Washington
$579K
RA
2521
Rise Advisors
New York
$579K -$20.4K -180 -3%
PCMC
2522
Private Capital Management (Colorado)
Colorado
$578K -$58.4K -514 -9%
BFA
2523
Beacon Financial Advisory
Ohio
$576K -$2.61K -23 -0.5%
ME
2524
McIlrath & Eck
Washington
$575K +$18.4K +162 +3%
BST
2525
Bath Savings Trust
Maine
$574K -$45.4K -400 -7%