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 %
PCM
2776
Piedmont Capital Management
Montana
$406K -$5.39K -49 -1%
GFWA
2777
Grey Fox Wealth Advisors
Delaware
$406K -$19.9K -174 -5%
TSW
2778
Three Seasons Wealth
Utah
$406K +$406K +3,547 New
PPW
2779
Presilium Private Wealth
Pennsylvania
$405K -$88.8K -782 -18%
SDWMA
2780
Schneider Downs Wealth Management Advisors
Pennsylvania
$404K +$4.32K +38 +1%
MAG
2781
MRA Advisory Group
New Jersey
$404K -$2.73K -24 -0.7%
WCWM
2782
Willow Creek Wealth Management
California
$404K -$33.2K -292 -8%
MAM
2783
McLean Asset Management
Virginia
$404K -$2.85K -26 -0.7%
VFP
2784
Verus Financial Partners
Virginia
$403K +$2.98K +26 +0.7%
PCM
2785
Perritt Capital Management
Illinois
$403K +$4.2K +37 +1%
NFA
2786
Northwest Financial Advisors
Virginia
$402K
AWC
2787
Abundance Wealth Counselors
Pennsylvania
$402K +$28.2K +248 +8%
GWSG
2788
GPS Wealth Strategies Group
Colorado
$402K +$114 +1 +0%
LA
2789
Latitude Advisors
Florida
$401K +$3.29K +29 +0.8%
FPFS
2790
First Personal Financial Services
North Carolina
$401K +$1.02K +9 +0.3%
RIM
2791
Redwood Investment Management
Arizona
$401K -$1.18M -10,364 -75%
HWM
2792
Hemington Wealth Management
Virginia
$401K -$79K -773 -16%
DA
2793
Dillon & Associates
Michigan
$401K +$7.97K +70 +2%
TCB
2794
Texas Capital Bancshares
Texas
$401K -$14.4K -127 -3%
EC
2795
EdgeRock Capital
Colorado
$401K +$59.3K +522 +17%
FWM
2796
FFT Wealth Management
Pennsylvania
$401K +$75.2K +662 +23%
CWS
2797
Cypress Wealth Services
California
$401K -$3.52K -31 -0.9%
IW
2798
Instrumental Wealth
Florida
$399K -$3.51K -32 -0.9%
BWM
2799
BKM Wealth Management
Wisconsin
$399K -$669K -5,889 -63%
GA
2800
Greenspring Advisors
Maryland
$398K +$398K +3,501 New