3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M
Name Holding Trade Value Shares
Change
Shares
Change %
AIIMS
2576
Analyst IMS Investment Management Services
Israel
$621K +$324K +2,461 +109%
FFG
2577
Fortem Financial Group
California
$621K -$23.4K -177 -4%
SWRP
2578
Summit Wealth & Retirement Planning
California
$619K -$9.24K -70 -1%
CAL
2579
Capital Advisors Ltd
Ohio
$619K +$19.3K +146 +3%
HWMG
2580
Hurlow Wealth Management Group
Indiana
$617K +$1.06K +8 +0.2%
LK
2581
Lumbard & Kellner
New Hampshire
$616K
CSA
2582
Cottage Street Advisors
Massachusetts
$616K
VWM
2583
VCI Wealth Management
Missouri
$616K -$328K -2,485 -35%
JBA
2584
Johnson Bixby & Associates
Washington
$616K -$26.4K -200 -4%
SCA
2585
Southern Capital Advisors
Tennessee
$616K +$35.2K +267 +6%
DFA
2586
DHJJ Financial Advisors
Illinois
$615K
CIA
2587
Cohen Investment Advisors
New Hampshire
$615K -$29.4K -223 -5%
SMA
2588
Seven Mile Advisory
New Jersey
$612K +$5.67K +43 +0.9%
MWM
2589
Merriman Wealth Management
Washington
$611K +$49.6K +374 +9%
WFMPM
2590
Woodley Farra Manion Portfolio Management
Indiana
$611K +$18.7K +141 +3%
FCFC
2591
First Citizens Financial Corp
Iowa
$610K +$5.15K +39 +0.9%
HWM
2592
Hemington Wealth Management
Virginia
$609K -$12.9K -98 -2%
BWG
2593
Beta Wealth Group
California
$608K -$119K -898 -16%
TGAM
2594
TBH Global Asset Management
Tennessee
$607K +$6.33K +48 +1%
AIA
2595
Angeles Investment Advisors
California
$606K +$140K +1,058 +30%
HFP
2596
Holistic Financial Partners
Indiana
$606K -$58.2K -441 -9%
WIA
2597
Wetzel Investment Advisors
Indiana
$606K +$62.2K +497 +11%
CC
2598
Cornerstone Capital
California
$603K -$88.4K -670 -13%
S
2599
Sunpointe
Missouri
$602K +$54K +407 +10%
UL
2600
Unionview LLC
Washington
$602K -$87.5K -663 -13%