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 %
BWM
2676
BKM Wealth Management
Wisconsin
$544K +$121K +915 +29%
PM
2677
Penbrook Management
New York
$542K +$66K +500 +14%
FH
2678
FWG Holdings
Florida
$542K +$41.4K +318 +8%
JF
2679
JSF Financial
California
$542K +$528 +4 +0.1%
CGH
2680
CMG Global Holdings
Texas
$541K -$2.64K -20 -0.5%
HS
2681
Horan Securities
United States
$541K +$21.8K +165 +4%
PS
2682
Planned Solutions
California
$541K
HPM
2683
Hoxton Planning & Management
West Virginia
$540K +$20.7K +157 +4%
CFS
2684
Cannon Financial Strategists
Georgia
$539K +$50.1K +380 +10%
TFO
2685
Tarbox Family Office
California
$539K +$156K +1,180 +41%
VIP
2686
Vista Investment Partners
Oklahoma
$539K +$4.88K +37 +0.9%
CICI
2687
Capital Investment Counsel Inc
North Carolina
$538K
KC
2688
Kinloch Capital
Virginia
$538K +$244K +1,846 +83%
CJ
2689
Caitlin John
Michigan
$535K +$10.6K +80 +2%
PIA
2690
Panoramic Investment Advisors
Colorado
$534K -$24.3K -184 -4%
OAM
2691
Oak Asset Management
California
$534K
MTC
2692
McDaniel Terry & Co
Texas
$533K +$23.5K +178 +5%
CTA
2693
Colonial Trust Advisors
South Carolina
$532K -$34.3K -260 -6%
HFA
2694
High Falls Advisors
New York
$529K +$23.7K +180 +5%
MIA
2695
MeadowBrook Investment Advisors
Michigan
$528K -$26.4K -200 -5%
LAI
2696
Legal Advantage Investments
California
$528K
SDWMA
2697
Schneider Downs Wealth Management Advisors
Pennsylvania
$527K +$527K +3,991 New
WQ
2698
Wealth Quarterback
New Jersey
$526K -$81.9K -621 -13%
CWA
2699
Clearview Wealth Advisors
Oregon
$526K -$15.3K -116 -3%
GI
2700
Gradient Investments
Minnesota
$525K -$467K -3,539 -47%