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 %
CCG
2601
Coastwise Capital Group
California
$597K -$1.98K -15 -0.3%
MA
2602
MBA Advisors
Pennsylvania
$596K -$44.1K -334 -7%
JWM
2603
JGP Wealth Management
Oregon
$595K -$3.56K -27 -0.6%
DFG
2604
Dupree Financial Group
Kentucky
$595K
MWA
2605
Moser Wealth Advisors
Washington
$594K -$34.3K -260 -5%
EHWM
2606
Eads & Heald Wealth Management
Georgia
$594K +$3.69K +28 +0.6%
FIM
2607
FWL Investment Management
Texas
$591K -$175K -1,323 -23%
HPFG
2608
Hart & Patterson Financial Group
Massachusetts
$591K -$3.7K -28 -0.6%
CWMGP
2609
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$591K +$3.04K +23 +0.5%
SWA
2610
Sax Wealth Advisors
New Jersey
$591K -$21K -159 -3%
ME
2611
McIlrath & Eck
Washington
$590K +$46.7K +354 +9%
ACA
2612
Atlas Capital Advisors
Wyoming
$590K -$97K -735 -14%
GGS
2613
Galvin Gaustad & Stein
Arizona
$589K -$19K -144 -3%
SCM
2614
SOL Capital Management
Maryland
$588K
3F
2615
360 Financial
Minnesota
$587K +$132 +1 +0%
MPIA
2616
Mountain Pacific Investment Advisers
Idaho
$587K -$39.6K -300 -6%
SFB
2617
STAR Financial Bank
Indiana
$586K -$61.1K -463 -9%
NPFS
2618
Novak & Powell Financial Services
Florida
$585K +$1.72K +13 +0.3%
CCM
2619
Coerente Capital Management
Ontario, Canada
$585K -$33K -250 -5%
DOA
2620
D'Orazio & Associates
Virginia
$584K +$11.2K +85 +2%
BAM
2621
Boyar Asset Management
New York
$584K
GAM
2622
Gould Asset Management
California
$584K -$7.26K -55 -1%
SWM
2623
Sendero Wealth Management
Texas
$583K +$70.3K +533 +14%
BWP
2624
Balboa Wealth Partners
Arizona
$583K +$83.9K +636 +17%
CWA
2625
Centennial Wealth Advisory
Michigan
$582K +$9.9K +75 +2%