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 %
HFA
2901
High Falls Advisors
New York
$338K -$47.4K -476 -12%
AIA
2902
Angeles Investment Advisors
California
$338K -$49.4K -497 -13%
DBRC
2903
D.B. Root & Company
Pennsylvania
$338K +$37.1K +373 +12%
EMB
2904
Elefante Mark B
$338K +$338K +3,393 New
LFA
2905
Laraway Financial Advisors
Minnesota
$337K
OWA
2906
ORBA Wealth Advisors
Illinois
$337K -$2.98K -30 -0.9%
VP
2907
Verum Partners
North Carolina
$337K +$895 +9 +0.3%
CWM
2908
Centurion Wealth Management
Virginia
$337K -$62.7K -630 -16%
GA
2909
Goldstein Advisors
Wisconsin
$335K +$8.56K +86 +3%
EHWM
2910
Eads & Heald Wealth Management
Georgia
$335K -$36.3K -365 -10%
AWM
2911
AllSquare Wealth Management
New York
$333K -$39.7K -399 -11%
SGCA
2912
Steel Grove Capital Advisors
Tennessee
$333K -$258K -2,595 -44%
PWMG
2913
Private Wealth Management Group
New Jersey
$333K +$43.3K +435 +15%
WCG
2914
Weaver Consulting Group
California
$332K
CAWM
2915
Capital Advisors Wealth Management
Washington
$332K -$15.2K -153 -4%
AGC
2916
Aspen Grove Capital
Colorado
$331K -$42.6K -425 -11%
AWA
2917
Alta Wealth Advisors
Massachusetts
$331K +$331K +3,327 New
MCG
2918
McCollum Christoferson Group
New York
$331K
MGWM
2919
Marks Group Wealth Management
Minnesota
$331K
S
2920
Sunpointe
Missouri
$331K -$132K -1,314 -28%
LSWP
2921
Liberty Square Wealth Partners
Pennsylvania
$329K +$329K +3,961 New
CCP
2922
Carmel Capital Partners
California
$329K -$10.6K -107 -3%
PIP
2923
Peachtree Investment Partners
Florida
$329K -$32.4K -326 -9%
AWA
2924
AGH Wealth Advisors
Kansas
$328K +$328K +3,302 New
HP
2925
Highlander Partners
Texas
$328K