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 %
BIA
2976
Bell Investment Advisors
California
$352K -$1.19K -9 -0.3%
TFP
2977
Triune Financial Partners
Kansas
$352K +$2.24K +17 +0.6%
SWC
2978
Spectrum Wealth Counsel
Indiana
$350K -$17.9K -136 -5%
WIC
2979
Whitegate Investment Counselors
New Hampshire
$350K +$1.85K +14 +0.5%
BBW
2980
Blue Barn Wealth
Utah
$350K -$90.1K -683 -20%
SAM
2981
Smithbridge Asset Management
Pennsylvania
$348K
GCA
2982
Guardian Capital Advisors
Ontario, Canada
$348K +$62.7K +500 +22%
KCIC
2983
Kuhn & Co Investment Counsel
Illinois
$348K
CG
2984
CFO4Life Group
Texas
$347K -$20.7K -157 -6%
GSAM
2985
Grant Street Asset Management
Pennsylvania
$347K -$132 -1 -0%
CSWG
2986
Cardinal Strategic Wealth Guidance
Kentucky
$346K -$64.3K -487 -16%
NIM
2987
Nexus Investment Management
Ontario, Canada
$346K
LSWM
2988
Lorne Steinberg Wealth Management
Canada
$346K
RA
2989
Riversedge Advisors
Delaware
$345K +$17.6K +133 +5%
OWM
2990
OneAscent Wealth Management
Alabama
$345K +$345K +2,601 New
AWM
2991
Avaii Wealth Management
Wisconsin
$345K -$38.8K -294 -10%
NG
2992
NWK Group
California
$343K
ZF
2993
Zega Financial
Florida
$343K +$343K +2,600 New
APA
2994
Astoria Portfolio Advisors
New York
$343K -$28.8K -228 -8%
KW
2995
KWB Wealth
California
$343K +$1.45K +11 +0.4%
OPPS
2996
Obsidian Personal Planning Solutions
Maryland
$342K +$6.72K +52 +2%
LAS
2997
LWM Advisory Services
Florida
$342K -$3.96K -30 -1%
AWS
2998
Arkfeld Wealth Strategies
Nebraska
$342K +$380 +3 +0.1%
NI
2999
NDVR Inc
Massachusetts
$338K -$6.47K -49 -2%
AWS
3000
Aspen Wealth Strategies
Colorado
$338K -$11.9K -90 -3%