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 %
SFP
2976
Sterling Financial Planning
New Jersey
$306K +$97K +975 +46%
BCM
2977
Buckhead Capital Management
Georgia
$306K +$34.8K +350 +13%
TWA
2978
Talisman Wealth Advisors
New Jersey
$305K -$16.5K -166 -5%
LAM
2979
Lewis Asset Management
California
$305K +$24.9K +250 +9%
LIA
2980
Lynx Investment Advisory
District of Columbia
$305K +$13.5K +136 +5%
MWA
2981
Motive Wealth Advisors
Michigan
$305K +$19.3K +194 +7%
IW
2982
Instrumental Wealth
Florida
$305K -$20.9K -233 -6%
SW
2983
Simplicity Wealth
New Jersey
$304K -$2.49M -25,062 -89%
I
2984
INVST
Indiana
$304K -$696 -7 -0.2%
MIA
2985
MeadowBrook Investment Advisors
Michigan
$304K
RW
2986
Regimen Wealth
Georgia
$303K +$303K +3,044 New
SSW
2987
Smith Shellnut Wilson
Mississippi
$302K
WRPWM
2988
Werba Rubin Papier Wealth Management
California
$302K +$9.65K +97 +3%
MCM
2989
Mainstay Capital Management
Michigan
$302K +$696 +7 +0.2%
AWC
2990
Adamsbrown Wealth Consultants
Kansas
$302K -$1.59K -16 -0.5%
MAM
2991
Milestone Asset Management
Pennsylvania
$302K -$261K -2,628 -46%
CWM
2992
Cahaba Wealth Management
Georgia
$301K -$2.59K -26 -0.9%
BF
2993
Brucke Financial
Indiana
$301K +$301K +3,048 New
DA
2994
Dillon & Associates
Michigan
$301K -$47.6K -481 -14%
EWM
2995
EPG Wealth Management
Georgia
$301K -$2.09K -21 -0.7%
GCA
2996
Gradient Capital Advisors
California
$301K +$9.65K +97 +3%
WWC
2997
Waypoint Wealth Counsel
Georgia
$299K +$12.6K +127 +4%
BL
2998
Balentine LLC
Georgia
$299K -$69.6K -700 -19%
BFIC
2999
Bedell Frazier Investment Counselling
California
$299K -$23.9K -240 -7%
RR
3000
Robotti Robert
$298K