3,562 hedge funds and large institutions have $196B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,307 increasing their positions, 1,567 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,562
Holders Change
+102
Holders Change %
+2.95%
% of All Funds
47.41%
Holding in Top 10
72
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-35.71%
% of All Funds
0.96%
New
374
Increased
1,307
Reduced
1,567
Closed
206
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BBA
3026
Braun-Bostich & Associates
Pennsylvania
$287K -$17.5K -176 -6%
RLH
3027
RD Lewis Holdings
Florida
$286K +$286K +3,281 New
CWM
3028
Campbell Wealth Management
Virginia
$286K +$105K +1,055 +58%
BTWM
3029
Brass Tax Wealth Management
Ohio
$286K -$34.7K -349 -11%
SFC
3030
SYM Financial Corp
Indiana
$285K +$72.4K +728 +34%
GAM
3031
Grandview Asset Management
Pennsylvania
$285K -$99.2K -998 -26%
KBFS
3032
Kohmann Bosshard Financial Services
Ohio
$285K -$19.9K -200 -7%
MAA
3033
Matrix Asset Advisors
New York
$285K
PIA
3034
Panoramic Investment Advisors
Colorado
$284K -$31K -312 -10%
OPCM
3035
Osborne Partners Capital Management
California
$284K -$42.4K -426 -13%
FWA
3036
Flagship Wealth Advisors
Massachusetts
$283K +$283K +2,849 New
SC
3037
Schubert & Co
Texas
$283K +$696 +7 +0.2%
GJIA
3038
Glass Jacobson Investment Advisors
Maryland
$283K -$2.19K -22 -0.8%
VAG
3039
VisionPoint Advisory Group
Texas
$282K -$205K -2,065 -42%
PCS
3040
Private Client Services
Kentucky
$282K -$166K -1,669 -37%
VC
3041
Veery Capital
Delaware
$281K -$18.8K -189 -6%
PWM
3042
Penobscot Wealth Management
Maine
$281K +$6.56K +66 +2%
WTFG
3043
Wells Trecaso Financial Group
Ohio
$281K -$24.9K -250 -8%
GHA
3044
Granite Harbor Advisors
Texas
$281K +$6.37K +64 +2%
MCA
3045
Maryland Capital Advisors
Maryland
$281K
OLVIG
3046
Oliver Lagore Vanvalin Investment Group
Michigan
$280K
WAC
3047
William Allan Corp
Colorado
$280K -$99 -1 -0%
CAG
3048
Centerpoint Advisory Group
Kansas
$280K +$280K +2,812 New
HBS
3049
Howard Bailey Securities
Indiana
$279K +$27.1K +272 +11%
LFG
3050
Lockerman Financial Group
California
$279K -$15.4K -155 -5%