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 %
NCM
2551
Neumann Capital Management
California
$555K -$204K -1,800 -27%
PTC
2552
Petrus Trust Company
Texas
$551K +$273K +2,400 +98%
HEIP
2553
Hudson Edge Investment Partners
New Jersey
$551K
WCM
2554
Westend Capital Management
California
$549K +$11.8K +104 +2%
SFG
2555
Sovereign Financial Group
Connecticut
$548K -$8.29K -73 -1%
TFG
2556
Tilson Financial Group
New Jersey
$547K
OAM
2557
Oxford Asset Management
United Kingdom
$546K -$150K -1,319 -22%
RWP
2558
Revolve Wealth Partners
New Jersey
$545K -$681 -6 -0.1%
NCM
2559
Next Capital Management
New York
$544K -$11.7K -103 -2%
CG
2560
Clarus Group
Texas
$544K -$208K -1,836 -28%
MIC
2561
Meridian Investment Counsel
California
$543K
ACC
2562
Acorn Creek Capital
Colorado
$542K -$13.4K -118 -2%
APW
2563
Acima Private Wealth
Virginia
$541K
MAG
2564
Mayfair Advisory Group
Alabama
$541K +$2.74K +25 +0.5%
CAL
2565
Capital Advisors Ltd
Ohio
$539K -$23.6K -208 -4%
PBK
2566
Peoples Bank (Kansas)
Kansas
$539K
DFG
2567
Dupree Financial Group
Kentucky
$537K +$26.8K +236 +5%
MAM
2568
Montchanin Asset Management
Delaware
$537K
CFO
2569
Collective Family Office
Pennsylvania
$536K -$32.1K -283 -6%
HFRG
2570
Houlihan Financial Resource Group
Virginia
$536K +$341 +3 +0.1%
FTC
2571
Farmers Trust Company
Ohio
$535K -$908 -8 -0.2%
AC
2572
Annandale Capital
Texas
$534K -$1.7K -15 -0.3%
CFO
2573
Callan Family Office
Pennsylvania
$534K +$14.8K +130 +3%
WCFA
2574
Walkner Condon Financial Advisors
Wisconsin
$533K +$32.1K +283 +6%
EW
2575
Elyxium Wealth
California
$532K +$532K +4,681 New