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 %
RPGK
2801
Retirement Planning Group (Kansas)
Kansas
$397K +$397K +3,499 New
EWS
2802
Eagle Wealth Strategies
New Jersey
$397K +$7.72K +68 +2%
PBF
2803
Petix & Botte Financial
California
$397K
CIG
2804
Cairn Investment Group
Washington
$397K -$25.5K -225 -6%
RFA
2805
Rollins Financial Advisors
New York
$397K +$227 +2 +0.1%
CAWM
2806
Capital Advisors Wealth Management
Washington
$397K -$6.13K -54 -2%
ANB
2807
Amarillo National Bank
Texas
$397K
MWM
2808
MBE Wealth Management
Wisconsin
$397K -$11.2K -99 -3%
LWM
2809
Liberty Wealth Management
California
$396K -$7.42M -65,364 -95%
FMP
2810
Financial Management Professionals
Texas
$396K -$35.8K -316 -8%
ALC
2811
Alexander Labrunerie & Co
Missouri
$396K +$341 +3 +0.1%
UPS
2812
UHLMANN PRICE SECURITIES
Illinois
$396K +$396K +3,486 New
IIA
2813
Integral Investment Advisors
California
$395K -$22.5K -198 -5%
AMCA
2814
Arthur M. Cohen & Associates
Illinois
$395K +$13.8K +120 +4%
TWM
2815
Tradition Wealth Management
Minnesota
$394K -$53K -467 -12%
SWG
2816
Summit Wealth Group
Vermont
$394K +$341 +3 +0.1%
PFG
2817
Prosperity Financial Group
California
$394K +$10.8K +95 +3%
PG
2818
Prostatis Group
Maryland
$394K -$11.9K -105 -3%
WB
2819
West Bancorporation
Iowa
$393K +$6.81K +60 +2%
FA
2820
Fiducient Advisors
Illinois
$393K +$17.9K +157 +5%
GWP
2821
Gateway Wealth Partners
Wisconsin
$393K +$2.27K +20 +0.6%
LSA
2822
Lion Street Advisors
Texas
$392K +$66.7K +587 +20%
WAM
2823
Wallington Asset Management
Indiana
$392K +$113K +993 +40%
TAM
2824
Taurus Asset Management
New York
$392K
VFG
2825
Valley Financial Group
Pennsylvania
$391K -$1.7K -15 -0.4%