3,562 hedge funds and large institutions have $196B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,307 increasing their positions, 1,567 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,562
Holders Change
+102
Holders Change %
+2.95%
% of All Funds
47.41%
Holding in Top 10
72
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-35.71%
% of All Funds
0.96%
New
374
Increased
1,307
Reduced
1,567
Closed
206
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BFWM
2501
Bright Futures Wealth Management
New York
$555K -$562K -5,721 -50%
DWM
2502
Defined Wealth Management
Oregon
$555K +$4.68K +47 +0.8%
V
2503
ViaWealth
Kansas
$552K +$28.9K +291 +6%
MC
2504
Mathes Company
New York
$550K
BW
2505
BIP Wealth
Georgia
$548K +$46K +462 +9%
TPWA
2506
TRUE Private Wealth Advisors
Oregon
$547K -$4.88K -49 -0.9%
SWM
2507
Sugarloaf Wealth Management
Georgia
$547K -$18.7K -188 -3%
CC
2508
Cornerstone Capital
California
$547K -$6.96K -70 -1%
RSWA
2509
Robinson Smith Wealth Advisors
Maine
$546K -$5.57K -56 -1%
HB
2510
HTLF Bank
Colorado
$546K -$73K -734 -12%
BFA
2511
Beacon Financial Advisory
Ohio
$545K +$40.1K +403 +8%
EWS
2512
Evergreen Wealth Solutions
Pennsylvania
$544K +$21.1K +212 +4%
CCT
2513
Capital City Trust
Florida
$544K -$4.68K -47 -0.9%
FMTCOCP
2514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$542K -$42.2K -424 -7%
MEAC
2515
M.E. Allison & Co
Texas
$542K +$542K +5,448 New
CCG
2516
Coastwise Capital Group
California
$541K +$44.3K +445 +9%
NRI
2517
NFP Retirement Inc
California
$541K -$95.8K -963 -15%
FC
2518
FCA Corp
Texas
$540K +$497 +5 +0.1%
WC
2519
Westhampton Capital
North Carolina
$538K -$9.95K -100 -2%
SFS
2520
Summit Financial Strategies
Ohio
$537K
AW
2521
Alteri Wealth
California
$537K +$537K +5,395 New
MAG
2522
Mayfair Advisory Group
Alabama
$536K +$46.2K +464 +9%
LAM
2523
Lingohr Asset Management
Germany
$536K +$536K +5,448 New
LWM
2524
Lionshead Wealth Management
New York
$536K +$536K +5,342 New
BAM
2525
Boyar Asset Management
New York
$535K +$1.69K +17 +0.3%