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 %
PIA
2701
Powell Investment Advisors
Florida
$524K
BGAI
2702
Bruce G. Allen Investments
Colorado
$518K +$4.88K +37 +1%
GFG
2703
Goldstone Financial Group
Illinois
$516K +$41.7K +316 +9%
SLC
2704
Second Line Capital
Louisiana
$512K +$178K +1,342 +53%
FPGK
2705
Financial Partners Group (Kansas)
Kansas
$509K +$56.2K +426 +12%
WA
2706
Wambolt & Associates
Colorado
$506K -$193K -1,472 -28%
PFP
2707
Paragon Financial Partners
California
$506K +$132 +1 +0%
ACA
2708
Affinity Capital Advisors
California
$505K -$21.8K -165 -4%
ES
2709
ETF Store
Kansas
$505K +$8.84K +67 +2%
GFWA
2710
Grey Fox Wealth Advisors
Delaware
$505K -$23.4K -176 -4%
GWAG
2711
Garrett Wealth Advisory Group
Texas
$505K
CPRC
2712
Consolidated Portfolio Review Corp
New York
$503K -$5.28K -40 -1%
MA
2713
McBroom & Associates
Nevada
$502K +$136K +1,034 +37%
KA
2714
Kozak & Associates
Colorado
$502K +$3.01K +23 +0.6%
POIA
2715
Pin Oak Investment Advisors
Texas
$501K -$10.5K -80 -2%
SMWM
2716
Silvia McColl Wealth Management
California
$500K
GAM
2717
Grandview Asset Management
Pennsylvania
$500K +$6.6K +50 +1%
HFS
2718
Heritage Financial Services
Massachusetts
$499K -$10.7K -81 -2%
AWM
2719
AllSquare Wealth Management
New York
$495K
LSA
2720
Lansing Street Advisors
Pennsylvania
$494K +$494K +3,747 New
SWM
2721
Seed Wealth Management
Illinois
$494K
FSG
2722
Financial Strategies Group
Michigan
$493K -$20K -158 -4%
TIM
2723
Tortoise Investment Management
New York
$492K -$4.88K -37 -1%
SCM
2724
Stonehearth Capital Management
Massachusetts
$492K
SCP
2725
Seizert Capital Partners
Michigan
$491K