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 %
IWP
2576
Invenio Wealth Partners
Florida
$531K -$14.1K -124 -3%
JWM
2577
JGP Wealth Management
Oregon
$531K +$20.3K +179 +4%
LK
2578
Lumbard & Kellner
New Hampshire
$530K
CSA
2579
Cottage Street Advisors
Massachusetts
$530K
JBA
2580
Johnson Bixby & Associates
Washington
$530K
FZCM
2581
Flynn Zito Capital Management
New York
$530K +$1.25K +11 +0.2%
DFA
2582
DHJJ Financial Advisors
Illinois
$530K
VV
2583
Verity & Verity
South Carolina
$529K +$143K +1,262 +37%
CCFM
2584
Clear Creek Financial Management
Washington
$528K -$41.4K -364 -7%
HWMG
2585
Hurlow Wealth Management Group
Indiana
$528K -$2.04K -18 -0.4%
S
2586
Sunpointe
Missouri
$527K -$11.4K -100 -2%
ODIJL
2587
One Day In July LLC
Vermont
$527K +$188K +1,658 +56%
HAS
2588
HBW Advisory Services
California
$527K -$42K -370 -7%
SWM
2589
Sendero Wealth Management
Texas
$526K +$21.3K +188 +4%
3F
2590
360 Financial
Minnesota
$526K +$20.3K +179 +4%
FCFC
2591
First Citizens Financial Corp
Iowa
$525K
UBV
2592
United Bank (Virginia)
Virginia
$524K
DWAM
2593
Duncan Williams Asset Management
Tennessee
$524K +$524K +4,611 New
BWA
2594
Bordeaux Wealth Advisors
California
$522K +$27.3K +240 +6%
NRC
2595
New Republic Capital
North Carolina
$522K +$10.1K +88 +2%
WFMPM
2596
Woodley Farra Manion Portfolio Management
Indiana
$521K +$4.57K +40 +0.9%
HPM
2597
Hoxton Planning & Management
West Virginia
$520K +$36.7K +323 +8%
PPP
2598
Private Portfolio Partners
New Jersey
$519K +$519K +4,572 New
UL
2599
Unionview LLC
Washington
$518K
WIM
2600
Warwick Investment Management
Texas
$518K +$26.7K +235 +5%