3,460 hedge funds and large institutions have $217B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,523 increasing their positions, 1,403 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,460
Holders Change
-55
Holders Change %
-1.56%
% of All Funds
50.04%
Holding in Top 10
112
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-41.36%
% of All Funds
1.62%
New
145
Increased
1,523
Reduced
1,403
Closed
159
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Shares
Change %
IAG
3026
Investment Advisory Group
Massachusetts
$283K +$46.9K +413 +20%
IWN
3027
Independent Wealth Network
Iowa
$283K +$9.77K +86 +4%
JSA
3028
Jacobson & Schmitt Advisors
Wisconsin
$282K -$4.2K -37 -1%
CFA
3029
Cahill Financial Advisors
Minnesota
$282K -$3.29K -29 -1%
MAP
3030
Moody Aldrich Partners
Massachusetts
$282K -$33.3K -293 -11%
AWS
3031
Aspen Wealth Strategies
Colorado
$282K -$23.3K -205 -8%
SFM
3032
Signet Financial Management
New Jersey
$281K -$883K -7,773 -76%
NCM
3033
Northside Capital Management
Oregon
$280K -$22.7K -200 -7%
OAS
3034
Optivise Advisory Services
Tennessee
$280K +$8.63K +76 +3%
IRAG
3035
Investment Research & Advisory Group
Georgia
$280K
BIM
3036
Breakwater Investment Management
Washington
$279K
CWA
3037
Consilio Wealth Advisors
Washington
$279K +$23.8K +210 +9%
KOCAA
3038
Knights of Columbus Asset Advisors
Connecticut
$279K -$219K -1,931 -44%
EMAM
3039
Encompass More Asset Management
California
$279K +$279K +2,457 New
IWM
3040
Integris Wealth Management
California
$279K
MS
3041
Marshall & Sullivan
Washington
$278K
WIM
3042
WealthPlan Investment Management
Nebraska
$277K +$84.3K +742 +44%
WA
3043
Wealthstream Advisors
New York
$277K -$13.9K -122 -5%
HA
3044
HFG Advisors
Ohio
$277K
AMM
3045
American Money Management
California
$277K -$2.84K -25 -1%
WCA
3046
Waypoint Capital Advisors
Minnesota
$275K -$15.8K -139 -5%
SL
3047
SWMG LLC
Texas
$275K +$275K +2,795 New
LB
3048
Legacy Bridge
Iowa
$273K
WTG
3049
West Tower Group
Virginia
$273K +$273K +2,400 New
BBPWM
3050
Blue Bell Private Wealth Management
Pennsylvania
$272K +$568 +5 +0.2%