3,562 hedge funds and large institutions have $196B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,307 increasing their positions, 1,567 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,562
Holders Change
+102
Holders Change %
+2.95%
% of All Funds
47.41%
Holding in Top 10
72
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-35.71%
% of All Funds
0.96%
New
374
Increased
1,307
Reduced
1,567
Closed
206
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MTC
2801
McDaniel Terry & Co
Texas
$372K -$795 -8 -0.2%
SWM
2802
Seed Wealth Management
Illinois
$372K -$3.48K -35 -0.9%
WFA
2803
WMG Financial Advisors
Tennessee
$371K -$12.9K -130 -3%
CA
2804
Carson Advisory
Georgia
$371K +$7.16K +72 +2%
ACP
2805
Aveo Capital Partners
Colorado
$371K -$49.7K -500 -12%
BWFA
2806
Baltimore-Washington Financial Advisors
Maryland
$370K +$60.3K +606 +19%
SCP
2807
Seizert Capital Partners
Michigan
$370K
AIS
2808
American Investment Services
Massachusetts
$370K +$142K +1,430 +62%
TFGT
2809
TS Financial Group (TSFG)
Illinois
$370K +$199 +2 +0.1%
ACM
2810
Alethea Capital Management
Washington
$370K +$370K +3,718 New
OKSA
2811
O'Keefe Stevens Advisory
New York
$370K
DWP
2812
Destiny Wealth Partners
Florida
$370K +$134K +1,348 +57%
WIM
2813
Warwick Investment Management
Texas
$368K -$85.7K -861 -19%
FFG
2814
Fortem Financial Group
California
$368K -$26.6K -267 -7%
GWA
2815
Genesis Wealth Advisors
Massachusetts
$368K +$368K +3,697 New
JF
2816
Joule Financial
Kentucky
$368K -$11.7K -118 -3%
AA
2817
Aire Advisors
California
$368K -$52.4K -527 -12%
JEST
2818
JTC Employer Solutions Trustee
Jersey
$367K +$136K +1,380 +59%
TIM
2819
Tortoise Investment Management
New York
$366K
MWA
2820
Muirfield Wealth Advisors
North Carolina
$366K +$2.59K +26 +0.7%
PCM
2821
Piedmont Capital Management
Montana
$366K
CFS
2822
Cannon Financial Strategists
Georgia
$366K -$23.7K -238 -6%
SA
2823
Sovran Advisors
California
$365K +$365K +3,668 New
PWM
2824
Palumbo Wealth Management
New York
$365K +$2.19K +22 +0.6%
IIM
2825
Ironwood Investment Management
Massachusetts
$365K