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 %
OKSA
2726
O'Keefe Stevens Advisory
New York
$490K
AGC
2727
Aspen Grove Capital
Colorado
$490K +$92.9K +700 +23%
PWM
2728
Palumbo Wealth Management
New York
$489K -$31.4K -238 -6%
SPWM
2729
Schrum Private Wealth Management
Florida
$488K +$236K +1,785 +93%
MWM
2730
MBE Wealth Management
Wisconsin
$487K -$66K -500 -12%
PCM
2731
Piedmont Capital Management
Montana
$487K +$130 +1 +0%
MWC
2732
MBM Wealth Consultants
Missouri
$485K
CWM
2733
Castle Wealth Management
Florida
$485K -$2.65K -20 -0.5%
SLG
2734
Stanley-Laman Group
Pennsylvania
$485K
IIM
2735
Ironwood Investment Management
Massachusetts
$484K
GWSG
2736
GPS Wealth Strategies Group
Colorado
$482K +$1.72K +13 +0.4%
OPOWM
2737
One Plus One Wealth Management
Florida
$482K
NQWM
2738
Northwest Quadrant Wealth Management
Oregon
$481K +$1.45K +11 +0.3%
VF
2739
Vest Financial
Virginia
$481K +$481K +3,646 New
DCBT
2740
Dakota Community Bank & Trust
North Dakota
$480K +$5.94K +45 +1%
BI
2741
Ballast Inc
Kentucky
$480K
BA
2742
Bluesphere Advisors
Pennsylvania
$480K +$264 +2 +0.1%
SAW
2743
Signal Advisors Wealth
Michigan
$480K +$129K +980 +37%
PP
2744
PFS Partners
New Jersey
$479K +$2.24K +17 +0.5%
WB
2745
West Bancorporation
Iowa
$478K +$1.85K +14 +0.4%
CWM
2746
Centurion Wealth Management
Virginia
$478K -$21.6K -164 -4%
MF
2747
Manchester Financial
California
$478K +$26.1K +198 +6%
PSCM
2748
Per Stirling Capital Management
Texas
$477K -$10K -76 -2%
SG
2749
Somerset Group
Minnesota
$477K
MWA
2750
Muirfield Wealth Advisors
North Carolina
$477K +$3.17K +24 +0.7%