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 %
ACM
2751
Arcataur Capital Management
Wisconsin
$476K
ATIA
2752
American Trust Investment Advisors
New Hampshire
$476K -$24.1K -183 -5%
ALC
2753
Alexander Labrunerie & Co
Missouri
$476K +$476K +3,605 New
AI
2754
AdvisorShares Investments
Maryland
$475K +$475K +3,600 New
PCG
2755
PFC Capital Group
California
$475K -$5.4K -41 -1%
TWM
2756
Tradition Wealth Management
Minnesota
$475K +$924 +7 +0.2%
FCM
2757
Fogel Capital Management
Florida
$474K +$51.1K +401 +12%
FPFS
2758
First Personal Financial Services
North Carolina
$474K -$29.2K -221 -6%
BOS
2759
Bank of Stockton
California
$474K +$5.54K +42 +1%
JF
2760
Joule Financial
Kentucky
$474K +$41.7K +314 +10%
NFA
2761
Northwest Financial Advisors
Virginia
$472K -$8.18K -62 -2%
FMP
2762
Financial Management Professionals
Texas
$472K -$15.3K -116 -3%
VV
2763
Verity & Verity
South Carolina
$472K -$3.96K -30 -0.8%
WIM
2764
Warwick Investment Management
Texas
$471K +$107K +811 +29%
MWM
2765
Mittelman Wealth Management
Massachusetts
$471K +$471K +3,572 New
BWM
2766
Birchcreek Wealth Management
Ohio
$471K +$12.5K +95 +3%
PCM
2767
Pennsylvania Capital Management
Pennsylvania
$471K +$53.3K +404 +13%
GAM
2768
Gemmer Asset Management
California
$471K +$59.9K +454 +15%
SWIM
2769
Smallwood Wealth Investment Management
New Jersey
$469K
KIC
2770
Keating Investment Counselors
Florida
$469K -$217K -1,642 -32%
WCWM
2771
Willow Creek Wealth Management
California
$469K +$2.9K +22 +0.6%
DWA
2772
Delap Wealth Advisory
Oregon
$468K +$468K +3,547 New
PSC
2773
Prentiss Smith & Co
Vermont
$467K -$26.3K -199 -5%
HBWM
2774
Hollow Brook Wealth Management
New York
$466K
OWA
2775
ORBA Wealth Advisors
Illinois
$465K +$53.7K +407 +13%