3,460 hedge funds and large institutions have $217B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,523 increasing their positions, 1,403 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,460
Holders Change
-55
Holders Change %
-1.56%
% of All Funds
50.04%
Holding in Top 10
112
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-41.36%
% of All Funds
1.62%
New
145
Increased
1,523
Reduced
1,403
Closed
159
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
2751
Balentine LLC
Georgia
$421K +$82.3K +725 +24%
SFFS
2752
Stonehage Fleming Financial Services
Jersey
$420K -$1.48K -13 -0.3%
ARC
2753
Advisor Resource Council
Texas
$420K +$420K +3,698 New
CWA
2754
Clearview Wealth Advisors
Oregon
$418K -$12K -106 -3%
TIM
2755
Tortoise Investment Management
New York
$418K -$5.68K -50 -1%
ACM
2756
Arcataur Capital Management
Wisconsin
$417K +$7.38K +65 +2%
IIM
2757
Ironwood Investment Management
Massachusetts
$417K
NQWM
2758
Northwest Quadrant Wealth Management
Oregon
$417K +$1.14K +10 +0.3%
POIA
2759
Pin Oak Investment Advisors
Texas
$416K -$11.5K -101 -3%
PCG
2760
PFC Capital Group
California
$416K +$6.81K +60 +2%
PP
2761
PFS Partners
New Jersey
$416K +$2.5K +22 +0.6%
CA
2762
Carson Advisory
Georgia
$416K +$11.9K +105 +3%
MWA
2763
Muirfield Wealth Advisors
North Carolina
$415K +$2.5K +22 +0.6%
DCBT
2764
Dakota Community Bank & Trust
North Dakota
$414K +$2.84K +25 +0.7%
PWM
2765
Palumbo Wealth Management
New York
$414K -$227 -2 -0.1%
BI
2766
Ballast Inc
Kentucky
$413K -$3.63K -32 -0.9%
PIP
2767
Peachtree Investment Partners
Florida
$412K -$27.4K -241 -6%
RFA
2768
RTD Financial Advisors
Pennsylvania
$412K -$6.7K -59 -2%
SG
2769
Somerset Group
Minnesota
$410K
CCM
2770
Chiron Capital Management
Florida
$410K +$103K +911 +34%
BWM
2771
BlackDiamond Wealth Management
New York
$409K +$24.1K +244 +6%
OFW
2772
Omnia Family Wealth
Florida
$408K -$20.8K -182 -5%
MHR
2773
Matthew Hamilton Rosenberg
$408K +$18.3K +161 +5%
GP
2774
Greenline Partners
New York
$406K
CNTOF
2775
Canandaigua National Trust of Florida
New York
$406K +$406K +3,579 New