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 %
VCM
3101
Versant Capital Management
Arizona
$251K +$42.4K +373 +20%
GBWM
3102
Granite Bay Wealth Management
New Hampshire
$251K
BHC
3103
Bowen Hanes & Co
Florida
$250K
PFM
3104
Peak Financial Management
Massachusetts
$250K +$45K +396 +22%
SFS
3105
Security Financial Services
Indiana
$250K +$4.2K +37 +2%
RWM
3106
Revisor Wealth Management
Ohio
$250K +$45.8K +403 +22%
DAM
3107
Deltec Asset Management
New York
$250K
CAM
3108
Clark Asset Management
New Hampshire
$249K +$249K +2,195 New
PWMG
3109
Pinnacle Wealth Management Group
Michigan
$248K
PCM
3110
Penserra Capital Management
California
$248K -$115M -1,012,227 -100%
DIM
3111
DLK Investment Management
California
$248K
PBC
3112
Pavion Blue Capital
California
$247K -$11.2K -99 -4%
SIS
3113
Strategic Investment Solutions
Illinois
$247K +$1.93K +17 +0.8%
FWI
3114
Facet Wealth Inc
Maryland
$246K -$12.9K -127 -5%
AWA
3115
Alaska Wealth Advisors
Alaska
$246K
PCI
3116
Planning Center Inc
Illinois
$246K
WFA
3117
WestHill Financial Advisors
California
$245K +$8.63K +76 +4%
NAMM
3118
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K -$568 -5 -0.2%
TCM
3119
TD Capital Management
Tennessee
$245K +$568 +5 +0.2%
FPWM
3120
FSB Premier Wealth Management
Iowa
$245K +$14.3K +126 +6%
CCM
3121
Coerente Capital Management
Ontario, Canada
$245K -$8.29K -73 -3%
AWM
3122
Alterna Wealth Management
Texas
$244K
FA
3123
Fountainhead AM
New Jersey
$244K -$10.6K -93 -4%
TA
3124
TrueWealth Advisors
Alabama
$244K -$2.5K -22 -1%
SFC
3125
SYM Financial Corp
Indiana
$243K +$1.93K +17 +0.8%