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 %
MAM
2801
McLean Asset Management
Virginia
$454K -$1.52K -12 -0.3%
AWM
2802
Aviso Wealth Management
Washington
$454K -$18.1K -137 -4%
AIP
2803
Almanack Investment Partners
Pennsylvania
$452K +$31.5K +239 +7%
BWM
2804
BlackDiamond Wealth Management
New York
$452K +$9.63K +73 +2%
TCM
2805
Teza Capital Management
Illinois
$450K -$2.38M -18,073 -84%
CIS
2806
Custom Index Systems
New York
$450K -$89.1K -675 -17%
PFG
2807
Prosperity Financial Group
California
$450K +$22.2K +168 +5%
PFG
2808
PAX Financial Group
Texas
$450K +$41.4K +314 +10%
NED
2809
Nancy E. Dempze
$449K -$28.4K -215 -6%
OCPWS
2810
One Charles Private Wealth Services
Massachusetts
$449K +$35.1K +266 +8%
EGWAG
2811
Elwood & Goetz Wealth Advisory Group
Georgia
$449K +$52.8K +400 +13%
EWS
2812
Eagle Wealth Strategies
New Jersey
$449K +$1.05K +8 +0.2%
CWS
2813
Cypress Wealth Services
California
$448K +$166K +1,255 +59%
SHGA
2814
Sand Hill Global Advisors
California
$447K +$4.36K +33 +1%
LFG
2815
Lockerman Financial Group
California
$446K +$26K +197 +6%
LWM
2816
Liberty Wealth Management
California
$446K -$29.2K -221 -6%
DA
2817
Dillon & Associates
Michigan
$446K -$9.91K -75 -2%
GP
2818
Greenline Partners
New York
$446K
WFA
2819
WMG Financial Advisors
Tennessee
$445K +$445K +3,373 New
SC
2820
Scholtz & Company
Connecticut
$445K -$364K -2,755 -45%
SNBOSCI
2821
Security National Bank of Sioux City Iowa
Iowa
$445K -$9.9K -75 -2%
BBNB
2822
Baker Boyer National Bank
Washington
$443K -$51.9K -393 -10%
WCG
2823
Weaver Consulting Group
California
$441K
AWA
2824
Amplius Wealth Advisors
Pennsylvania
$441K -$20.5K -155 -4%
BFIC
2825
Bedell Frazier Investment Counselling
California
$440K