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 %
CBOR
3026
Community Bank of Raymore
Missouri
$322K +$17.3K +140 +6%
NG
3027
NWK Group
California
$322K
NC
3028
nVerses Capital
Florida
$322K +$260K +2,100 +420%
FL
3029
Fort LP
Maryland
$322K +$7.43K +60 +2%
TWP
3030
Triad Wealth Partners
Kansas
$321K +$67.8K +548 +27%
BRG
3031
Bay Rivers Group
Virginia
$319K +$26K +210 +9%
PWM
3032
Penobscot Wealth Management
Maine
$319K -$2.4K -19 -0.7%
FWP
3033
Falcon Wealth Planning
California
$319K +$19.9K +161 +7%
EFL
3034
ERn Financial LLC
Wisconsin
$318K +$11K +89 +4%
APA
3035
Astoria Portfolio Advisors
New York
$318K -$18.8K -152 -6%
WCA
3036
Waypoint Capital Advisors
Minnesota
$317K +$17K +137 +6%
MWM
3037
Mosley Wealth Management
California
$317K -$43.7K -353 -12%
WA
3038
Wealthstream Advisors
New York
$317K +$10.8K +87 +4%
SWC
3039
Spectrum Wealth Counsel
Indiana
$315K -$14K -113 -4%
EWM
3040
Endowment Wealth Management
Wisconsin
$315K -$1.98K -16 -0.6%
RA
3041
Riversedge Advisors
Delaware
$314K -$9.66K -78 -3%
BWM
3042
Baron Wealth Management
Michigan
$314K +$16.6K +134 +6%
CFA
3043
CWS Financial Advisors
Michigan
$314K +$14.1K +114 +5%
MGWA
3044
Monument Group Wealth Advisors
Massachusetts
$313K
AWM
3045
Avaii Wealth Management
Wisconsin
$313K -$10.4K -84 -3%
JSA
3046
Jacobson & Schmitt Advisors
Wisconsin
$312K +$312K +2,524 New
JCM
3047
Jag Capital Management
Missouri
$311K -$124K -1,000 -28%
CFA
3048
Cahill Financial Advisors
Minnesota
$311K +$10.4K +84 +3%
OC
3049
Oarsman Capital
Wisconsin
$310K +$28.6K +231 +10%
DCM
3050
Davis Capital Management
Florida
$310K -$12.9K -101 -4%