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 %
SCM
2601
SOL Capital Management
Maryland
$517K +$11.3K +100 +2%
SWRP
2602
Summit Wealth & Retirement Planning
California
$516K +$114 +1 +0%
MPIA
2603
Mountain Pacific Investment Advisers
Idaho
$516K +$10.9K +96 +2%
STA
2604
Smith Thornton Advisors
Alabama
$515K +$14.8K +130 +3%
SWMG
2605
Signature Wealth Management Group
Georgia
$514K -$34.5K -304 -6%
KCM
2606
KRS Capital Management
Michigan
$514K -$41.3K -364 -7%
BMC
2607
Benin Management Corp
Connecticut
$514K -$7.61K -67 -1%
MWA
2608
Moser Wealth Advisors
Washington
$512K
MA
2609
MBA Advisors
Pennsylvania
$511K -$1.82K -16 -0.4%
PCS
2610
Private Client Services
Kentucky
$511K +$173K +1,523 +51%
XSC
2611
X-Square Capital
Puerto Rico
$511K +$1.25K +11 +0.2%
VC
2612
Veracity Capital
Georgia
$510K -$32.5K -286 -6%
CA
2613
Calton & Associates
Florida
$510K +$286K +2,515 +127%
DOA
2614
D'Orazio & Associates
Virginia
$510K -$17.1K -151 -3%
PCH
2615
PGIM Custom Harvest
New Jersey
$509K +$102K +900 +25%
HPFG
2616
Hart & Patterson Financial Group
Massachusetts
$509K -$4.09K -36 -0.8%
WLIM
2617
White Lighthouse Investment Management
Massachusetts
$509K
WHCI
2618
W.H. Cornerstone Investments
Massachusetts
$508K +$316K +2,781 +164%
ACA
2619
Atlas Capital Advisors
Wyoming
$508K -$83.5K -735 -14%
CIA
2620
Cohen Investment Advisors
New Hampshire
$507K -$94.5K -832 -16%
NPFS
2621
Novak & Powell Financial Services
Florida
$506K +$1.36K +12 +0.3%
LGG
2622
Luts & Greenleigh Group
Maryland
$504K -$4.66K -41 -0.9%
OWM
2623
OneAscent Wealth Management
Alabama
$503K +$197K +1,722 +64%
TA
2624
TFB Advisors
Kansas
$502K -$53.4K -470 -10%
GI
2625
Gradient Investments
Minnesota
$502K -$135K -1,191 -21%