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 %
HEIP
2601
Hudson Edge Investment Partners
New Jersey
$482K
TFG
2602
Tilson Financial Group
New Jersey
$481K +$1.59K +16 +0.3%
WCM
2603
Westend Capital Management
California
$481K
DA
2604
Denali Advisors
California
$481K -$473K -4,757 -50%
DWM
2605
Dynasty Wealth Management
Florida
$480K +$480K +4,826 New
HAM
2606
Harmony Asset Management
Arizona
$480K -$270K -2,716 -36%
FDDB
2607
Fidelity D&D Bancorp
Pennsylvania
$480K +$298K +3,000 +164%
BWA
2608
Bordeaux Wealth Advisors
California
$479K +$22.2K +223 +5%
NCFG
2609
New Century Financial Group
New Jersey
$479K -$308K -3,108 -39%
HFS
2610
Heritage Financial Services
Massachusetts
$478K -$190K -1,905 -28%
VBCG
2611
Valley Brook Capital Group
Pennsylvania
$478K -$282K -2,832 -37%
MCM
2612
Mendel Capital Management
Arkansas
$477K -$12.2K -123 -2%
CG
2613
Clarus Group
Texas
$477K +$895 +9 +0.2%
MIC
2614
Meridian Investment Counsel
California
$475K
OP
2615
ORG Partners
Indiana
$474K -$241K -2,418 -34%
APW
2616
Acima Private Wealth
Virginia
$474K
WWA
2617
Wingate Wealth Advisors
Massachusetts
$474K +$474K +4,763 New
CPC
2618
Consolidated Planning Corp
Georgia
$473K -$4.34M -43,611 -90%
CC
2619
Constitution Capital
Connecticut
$473K -$19.9K -200 -4%
BLAM
2620
Bourne Lent Asset Management
New York
$471K -$72.6K -730 -13%
RFW
2621
Rainier Family Wealth
Washington
$471K +$471K +4,735 New
MAM
2622
Montchanin Asset Management
Delaware
$471K
HFRG
2623
Houlihan Financial Resource Group
Virginia
$470K +$299 +3 +0.1%
CPRC
2624
Consolidated Portfolio Review Corp
New York
$469K +$76.9K +773 +20%
GWAG
2625
Garrett Wealth Advisory Group
Texas
$469K +$98.1K +986 +26%