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 %
III
3051
Independent Investors Inc
New York
$310K
FA
3052
Fagan Associates
New York
$309K
CWM
3053
Cherrydale Wealth Management
New Jersey
$306K +$66.2K +535 +28%
IRAG
3054
Investment Research & Advisory Group
Georgia
$305K
AMM
3055
American Money Management
California
$305K +$2.48K +20 +0.8%
BIM
3056
Breakwater Investment Management
Washington
$305K
CWM
3057
C2C Wealth Management
Arizona
$304K
WAM
3058
Wallington Asset Management
Indiana
$304K
PTC
3059
Petrus Trust Company
Texas
$304K
IWM
3060
Integris Wealth Management
California
$304K
TFA
3061
Teamwork Financial Advisors
Texas
$303K -$60.4K -488 -17%
MS
3062
Marshall & Sullivan
Washington
$303K
BTWM
3063
Brass Tax Wealth Management
Ohio
$303K +$303K +2,446 New
CSWG
3064
Cardinal Strategic Wealth Guidance
Kentucky
$303K -$22.4K -181 -7%
TSWM
3065
Tyler-Stone Wealth Management
Ohio
$302K -$867 -7 -0.3%
HA
3066
HFG Advisors
Ohio
$302K -$52K -420 -15%
AWA
3067
Aletheian Wealth Advisors
Washington
$301K +$41.1K +332 +16%
LPAM
3068
Lodestar Private Asset Management
California
$300K -$8.05K -65 -3%
NI
3069
NDVR Inc
Massachusetts
$299K -$18.6K -150 -6%
LB
3070
Legacy Bridge
Iowa
$298K
IWN
3071
Independent Wealth Network
Iowa
$298K -$4.83K -39 -2%
CAS
3072
Coppell Advisory Solutions
Texas
$297K +$297K +2,402 New
SCI
3073
Silver Coast Investments
United States
$297K +$20.3K +164 +7%
BBPWM
3074
Blue Bell Private Wealth Management
Pennsylvania
$296K +$10.9K +88 +4%
SFS
3075
Sharp Financial Services
Pennsylvania
$296K +$41.2K +333 +16%