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 %
MGWM
2776
Marks Group Wealth Management
Minnesota
$465K
OFW
2777
Omnia Family Wealth
Florida
$464K +$5.97K +45 +1%
VCM
2778
Viewpoint Capital Management
Washington
$464K
JCM
2779
Jag Capital Management
Missouri
$464K
GRQ
2780
Gardner Russo & Quinn
Pennsylvania
$464K -$38.7K -293 -8%
CAWM
2781
Capital Advisors Wealth Management
Washington
$463K +$1.98K +15 +0.4%
CIG
2782
Cairn Investment Group
Washington
$462K
SPI
2783
Santori & Peters Inc
Pennsylvania
$462K +$3.43K +26 +0.7%
KOCAA
2784
Knights of Columbus Asset Advisors
Connecticut
$462K -$319K -2,421 -41%
MHWM
2785
Montz Harcus Wealth Management
Louisiana
$461K -$22.3K -169 -5%
TAM
2786
Titleist Asset Management
Texas
$461K +$68.9K +522 +18%
WAS
2787
Wealth Advisory Solutions
Indiana
$461K +$461K +3,493 New
VFP
2788
Verus Financial Partners
Virginia
$460K
ANB
2789
Amarillo National Bank
Texas
$460K
VP
2790
Verum Partners
North Carolina
$457K +$54.9K +416 +14%
HIM
2791
Hanlon Investment Management
New Jersey
$456K +$35.8K +271 +9%
CWM
2792
Cahaba Wealth Management
Georgia
$456K +$924 +7 +0.2%
JCIA
2793
Jackson Creek Investment Advisors
Colorado
$456K -$3.3K -25 -0.7%
IW
2794
Instrumental Wealth
Florida
$456K +$35.2K +279 +8%
TCOO
2795
Trust Company of Oklahoma
Oklahoma
$456K -$4.22K -32 -0.9%
TAM
2796
Taurus Asset Management
New York
$455K +$19.3K +146 +4%
SWG
2797
Summit Wealth Group
Vermont
$455K +$396 +3 +0.1%
SWM
2798
Sterling Wealth Management
Illinois
$454K
PCM
2799
Prelude Capital Management
New York
$454K -$1.47M -11,108 -76%
LFA
2800
Laraway Financial Advisors
Minnesota
$454K