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 %
TWM
2901
TriaGen Wealth Management
California
$389K
HBT
2902
Hills Bank & Trust
Iowa
$388K +$161K +1,219 +71%
TFA
2903
Teamwork Financial Advisors
Texas
$388K -$113K -859 -23%
BWA
2904
Beam Wealth Advisors
Louisiana
$388K +$16.6K +126 +4%
BA
2905
Ballew Advisors
Mississippi
$385K +$1.77K +14 +0.5%
RC
2906
Reik & Co
New York
$385K
MWM
2907
Mosley Wealth Management
California
$384K -$19.1K -145 -5%
PA
2908
PSI Advisors
Florida
$384K -$23.8K -180 -6%
FFM
2909
Fullerton Fund Management
Singapore
$384K +$384K +2,909 New
WWC
2910
Waypoint Wealth Counsel
Georgia
$384K +$10.8K +82 +3%
KI
2911
Kapitalo Investimentos
Brazil
$383K +$383K +2,904 New
MCM
2912
Mattern Capital Management
Colorado
$383K +$39.6K +300 +12%
PWMG
2913
Private Wealth Management Group
New Jersey
$383K -$8.84K -67 -2%
MIM
2914
Merrion Investment Management
New Jersey
$383K
PG
2915
Prostatis Group
Maryland
$382K -$22K -167 -5%
NRA
2916
NSI Retail Advisors
Pennsylvania
$381K -$66K -500 -15%
CWM
2917
Campbell Wealth Management
Virginia
$381K +$131K +997 +53%
AP
2918
Advisors Preferred
Maryland
$380K -$176K -1,344 -32%
WLIM
2919
White Lighthouse Investment Management
Massachusetts
$380K
BWFA
2920
Baltimore-Washington Financial Advisors
Maryland
$380K -$26.7K -202 -7%
BBA
2921
Braun-Bostich & Associates
Pennsylvania
$379K -$43.7K -331 -10%
BSAM
2922
Blue Square Asset Management
New York
$379K
BDF
2923
Black Diamond Financial
Maryland
$379K
WAC
2924
William Allan Corp
Colorado
$378K -$791 -6 -0.2%
GJIA
2925
Glass Jacobson Investment Advisors
Maryland
$378K -$40.2K -305 -10%