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 %
LSA
3026
Lion Street Advisors
Texas
$327K
WA
3027
Wealthstream Advisors
New York
$326K -$199K -1,505 -38%
CBOR
3028
Community Bank of Raymore
Missouri
$325K
IRAG
3029
Investment Research & Advisory Group
Georgia
$325K
BIM
3030
Breakwater Investment Management
Washington
$325K +$325K +2,461 New
CWM
3031
C2C Wealth Management
Arizona
$324K -$447K -3,390 -58%
WAM
3032
Wallington Asset Management
Indiana
$324K
SFC
3033
Swisher Financial Concepts
Ohio
$324K
PTC
3034
Petrus Trust Company
Texas
$324K -$414K -3,137 -56%
IWM
3035
Integris Wealth Management
California
$324K -$7.92K -60 -2%
MS
3036
Marshall & Sullivan
Washington
$323K
TSWM
3037
Tyler-Stone Wealth Management
Ohio
$323K +$57.8K +438 +22%
IWN
3038
Independent Wealth Network
Iowa
$322K -$32.5K -246 -9%
AMM
3039
American Money Management
California
$322K -$6.6K -50 -2%
SCA
3040
Sandy Cove Advisors
Massachusetts
$321K -$43.3K -328 -12%
ODIJL
3041
One Day In July LLC
Vermont
$321K +$24.1K +183 +8%
CFA
3042
Cahill Financial Advisors
Minnesota
$321K +$68.1K +516 +27%
SM
3043
Sciencast Management
New Jersey
$321K -$552K -4,187 -63%
WCA
3044
Waypoint Capital Advisors
Minnesota
$320K +$11K +83 +4%
IGWM
3045
ICA Group Wealth Management
Colorado
$320K -$7.39K -56 -2%
NFSG
3046
Newbridge Financial Services Group
Florida
$319K -$1.85K -14 -0.6%
CFA
3047
CWS Financial Advisors
Michigan
$319K -$156K -1,180 -33%
FWP
3048
Falcon Wealth Planning
California
$318K +$4.49K +34 +1%
LB
3049
Legacy Bridge
Iowa
$317K
AR
3050
Apeiron RIA
Texas
$317K +$14.9K +113 +5%