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 %
EWM
3001
Endowment Wealth Management
Wisconsin
$338K -$10.4K -79 -3%
C
3002
CEDRUS
Colorado
$337K -$109K -824 -24%
PWM
3003
Penobscot Wealth Management
Maine
$336K +$9.65K +73 +3%
LI
3004
LRI Investments
Florida
$335K +$335K +2,541 New
DWP
3005
Destiny Wealth Partners
Florida
$335K -$5.01K -38 -1%
VLC
3006
Van Leeuwen & Company
New Jersey
$335K +$58.6K +444 +21%
FL
3007
Fort LP
Maryland
$335K -$35.5K -269 -10%
MGWA
3008
Monument Group Wealth Advisors
Massachusetts
$334K +$334K +2,530 New
MFGM
3009
Marshall Financial Group (Maryland)
Maryland
$333K -$29.7K -225 -8%
PCH
3010
PGIM Custom Harvest
New Jersey
$333K +$333K +2,526 New
PFM
3011
Peak Financial Management
Massachusetts
$333K +$333K +2,521 New
DWAM
3012
Duncan Williams Asset Management
Tennessee
$332K +$332K +2,519 New
TCB
3013
Texas Capital Bancshares
Texas
$332K -$227K -1,722 -41%
LC
3014
Landaas & Company
Wisconsin
$331K +$82.1K +623 +33%
DCM
3015
Davis Capital Management
Florida
$330K +$76.1K +581 +30%
LCM
3016
Lazari Capital Management
California
$330K +$15K +114 +5%
III
3017
Independent Investors Inc
New York
$330K -$3.3K -25 -1%
CCA
3018
Conestoga Capital Advisors
Pennsylvania
$330K
TWM
3019
Triton Wealth Management
Arizona
$330K +$38K +300 +13%
KLI
3020
Kelman-Lazarov Inc
Tennessee
$329K +$528 +4 +0.2%
FA
3021
Fagan Associates
New York
$329K +$13.2K +100 +4%
LPAM
3022
Lodestar Private Asset Management
California
$329K +$3.43K +26 +1%
EFL
3023
ERn Financial LLC
Wisconsin
$328K
WIA
3024
World Investment Advisors
California
$328K -$334K -2,090 -50%
EC
3025
EdgeRock Capital
Colorado
$327K +$13K +98 +4%