3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
3001
JMG Financial Group
Illinois
$334K
MLFP
3002
MPS Loria Financial Planners
Illinois
$334K +$620 +5 +0.2%
FFL
3003
Financial Freedom LLC
Ohio
$334K +$990 +8 +0.3%
OWM
3004
OneAscent Wealth Management
Alabama
$333K +$9.45K +76 +3%
WAM
3005
Walker Asset Management
Missouri
$331K -$3.1K -25 -0.9%
AAG
3006
Armstrong Advisory Group
Massachusetts
$331K -$7.68K -62 -2%
NCM
3007
Northside Capital Management
Oregon
$331K
SOW
3008
State of Wyoming
Wyoming
$330K +$211K +1,704 +177%
WIC
3009
Whitegate Investment Counselors
New Hampshire
$330K +$1.49K +12 +0.5%
SA
3010
Skyline Advisors
Washington
$330K -$24.6K -199 -7%
PAG
3011
Powers Advisory Group
Illinois
$329K -$4.33K -35 -1%
CIS
3012
Custom Index Systems
New York
$329K -$93K -751 -22%
OPPS
3013
Obsidian Personal Planning Solutions
Maryland
$329K +$1.11K +9 +0.3%
SFC
3014
Swisher Financial Concepts
Ohio
$329K
EWM
3015
Elmwood Wealth Management
California
$328K -$3.96K -32 -1%
SCA
3016
Sandy Cove Advisors
Massachusetts
$327K +$25.3K +204 +8%
KCIC
3017
Kuhn & Co Investment Counsel
Illinois
$326K
UWPG
3018
Ullmann Wealth Partners Group
Florida
$326K +$47.7K +385 +17%
GSAM
3019
Grant Street Asset Management
Pennsylvania
$325K
AG
3020
Algert Global
California
$325K +$325K +2,628 New
NIM
3021
Nexus Investment Management
Ontario, Canada
$325K
KPP
3022
Kings Path Partners
Texas
$325K +$325K +2,625 New
LSWM
3023
Lorne Steinberg Wealth Management
Canada
$325K
TWM
3024
Triton Wealth Management
Arizona
$324K
NJBEST
3025
New Jersey Better Educational Savings Trust
New Jersey
$322K -$678K -5,473 -68%