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 %
LCG
2526
Lakeshore Capital Group
Illinois
$534K +$534K +5,368 New
IA
2527
Integrity Alliance
Iowa
$533K +$533K +5,359 New
RWM
2528
Rialto Wealth Management
New York
$532K +$532K +5,343 New
AWP
2529
Accretive Wealth Partners
New Jersey
$531K +$531K +5,342 New
CICC
2530
Capital Investment Counsel (Colorado)
Colorado
$531K -$4.91M -49,309 -90%
WP
2531
Westmount Partners
California
$531K -$23.2K -233 -4%
BWA
2532
Burt Wealth Advisors
Maryland
$530K -$55K -553 -9%
RC
2533
Rahlfs Capital
Texas
$530K +$530K +5,325 New
AGWCA
2534
Annis Gardner Whiting Capital Advisors
Florida
$529K -$50.8K -507 -9%
HC
2535
Hamilton Capital
Ohio
$528K +$79.9K +803 +18%
IP
2536
Ignite Planners
California
$528K -$77.1K -778 -13%
MWM
2537
Merriman Wealth Management
Washington
$527K +$38.5K +384 +8%
EBSAM
2538
Eubel Brady & Suttman Asset Management
Ohio
$527K
LWM
2539
Lakeridge Wealth Management
Ohio
$527K -$3.08K -31 -0.6%
TR
2540
Tepp RIA
New Jersey
$527K +$527K +5,293 New
ITIM
2541
Indiana Trust & Investment Management
Indiana
$526K +$6.77K +68 +1%
BSTWA
2542
Blake Schutter Theil Wealth Advisors
Ohio
$524K -$665K -6,687 -56%
HI
2543
Human Investing
Oregon
$524K -$50K -503 -9%
CCFM
2544
Clear Creek Financial Management
Washington
$524K +$61.2K +615 +13%
AAMC
2545
Asset Allocation & Management Company
Illinois
$523K +$523K +5,253 New
TSWM
2546
Tyler-Stone Wealth Management
Ohio
$522K +$6.77K +68 +1%
KW
2547
Keyvantage Wealth
Pennsylvania
$522K +$522K +5,245 New
Members Trust
2548
Members Trust
Florida
$521K -$13.1K -132 -2%
IF
2549
Intrua Financial
Texas
$521K -$80.6K -810 -13%
FWMP
2550
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$521K +$521K +5,234 New