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 %
HFAS
2551
Hummer Financial Advisory Services
Illinois
$520K -$10K -100 -2%
CFGA
2552
Cambridge Financial Group (Arizona)
Arizona
$518K +$9.55K +96 +2%
TP
2553
Tranquility Partners
Tennessee
$517K -$15.8K -159 -3%
CWG
2554
Crown Wealth Group
North Carolina
$516K -$17.2K -173 -3%
FFP
2555
FourThought Financial Partners
Florida
$516K +$516K +5,186 New
PCM
2556
Pennsylvania Capital Management
Pennsylvania
$516K -$57.9K -582 -10%
4WM
2557
44 Wealth Management
Oregon
$515K -$4.48K -45 -0.9%
BWP
2558
Balboa Wealth Partners
Arizona
$515K +$26.4K +265 +5%
PPC
2559
Park Place Capital
Alabama
$514K -$233K -2,339 -31%
MPWS
2560
McCarter Private Wealth Services
Massachusetts
$514K -$30.3K -305 -6%
ICA
2561
Infrastructure Capital Advisors
New York
$513K +$23.5K +236 +5%
CCA
2562
Cora Capital Advisors
New Jersey
$513K +$4.18K +42 +0.8%
HCP
2563
Holt Capital Partners
Texas
$512K -$1.79K -18 -0.3%
OIA
2564
Optimum Investment Advisors
Illinois
$512K -$24.9K -250 -5%
BIA
2565
Beacon Investment Advisors
Maryland
$509K +$509K +5,113 New
PWM
2566
Paulson Wealth Management
Illinois
$508K -$121K -1,214 -19%
SLC
2567
Second Line Capital
Louisiana
$508K -$27.2K -271 -5%
STA
2568
Smith Thornton Advisors
Alabama
$507K +$56.3K +566 +12%
BDF
2569
Black Diamond Financial
Maryland
$507K +$107K +1,076 +27%
SWM
2570
Sendero Wealth Management
Texas
$506K +$44.9K +451 +10%
SC
2571
Summa Corp
Texas
$506K +$506K +5,080 New
CA
2572
CWC Advisors
Oregon
$505K -$41.6K -418 -8%
CFD
2573
Creative Financial Designs
Indiana
$505K -$2.19K -22 -0.4%
NEWAS
2574
N.E.W. Advisory Services
Wisconsin
$504K -$21.7K -218 -4%
CAL
2575
Capital Advisors Ltd
Ohio
$503K +$30.9K +310 +7%