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 %
CCM
2951
Chickasaw Capital Management
Tennessee
$364K +$21.7K +164 +6%
BCM
2952
Buckhead Capital Management
Georgia
$363K -$58.6K -444 -14%
SIG
2953
Spinnaker Investment Group
California
$363K +$5.28K +40 +1%
SC
2954
Saiph Capital
New Jersey
$363K +$62.9K +477 +21%
WSWA
2955
Warren Street Wealth Advisors
California
$363K +$77.3K +586 +27%
CA
2956
Calton & Associates
Florida
$360K -$179K -1,357 -33%
SCM
2957
Steele Capital Management
Iowa
$360K
AMCA
2958
Arthur M. Cohen & Associates
Illinois
$360K +$11.7K +89 +3%
CCA
2959
Cadent Capital Advisors
Oklahoma
$357K -$27.3K -207 -7%
AT
2960
American Trust
Kentucky
$357K -$238K -1,800 -40%
WIM
2961
WealthPlan Investment Management
Nebraska
$356K +$356K +2,701 New
CCM
2962
Chiron Capital Management
Florida
$356K -$39.6K -300 -10%
KWA
2963
Kellett Wealth Advisors
Ohio
$356K +$264 +2 +0.1%
PAG
2964
Powers Advisory Group
Illinois
$356K -$28.5K -216 -7%
WAM
2965
Walker Asset Management
Missouri
$356K +$2.11K +16 +0.6%
JFG
2966
JMG Financial Group
Illinois
$356K -$5.28K -40 -1%
QCIG
2967
Quad-Cities Investment Group
Iowa
$356K +$1.45K +11 +0.4%
NFW
2968
Noble Family Wealth
Florida
$355K
CA
2969
Carson Advisory
Georgia
$355K +$8.71K +66 +3%
MLFP
2970
MPS Loria Financial Planners
Illinois
$355K +$793 +6 +0.2%
FFL
2971
Financial Freedom LLC
Ohio
$354K +$1.06K +8 +0.3%
MWP
2972
Meridian Wealth Partners
Pennsylvania
$354K +$17.5K +133 +5%
EWM
2973
Elmwood Wealth Management
California
$353K +$61.9K +469 +21%
TIM
2974
Triad Investment Management
California
$353K
NCM
2975
Northside Capital Management
Oregon
$352K