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 %
PAG
3126
Paladin Advisory Group
Iowa
$271K -$10.1K -79 -4%
PWMG
3127
Pinnacle Wealth Management Group
Michigan
$270K
DIM
3128
DLK Investment Management
California
$270K +$3.1K +25 +1%
LAM
3129
Lewis Asset Management
California
$270K +$6.68K +54 +3%
TS
3130
Tamar Securities
California
$270K +$1.98K +16 +0.7%
SR
3131
Syntax Research
Florida
$269K
MFA
3132
McClarren Financial Advisors
Pennsylvania
$269K -$527K -1,455 -66%
TA
3133
TrueWealth Advisors
Alabama
$268K -$5.2K -42 -2%
NAMM
3134
NorthStar Asset Management (Massachusetts)
Massachusetts
$268K -$12.5K -101 -4%
SFS
3135
Security Financial Services
Indiana
$268K +$13.7K +111 +5%
AWA
3136
Alaska Wealth Advisors
Alaska
$268K
PCI
3137
Planning Center Inc
Illinois
$268K
TCM
3138
TD Capital Management
Tennessee
$267K +$619 +5 +0.2%
AWM
3139
Alterna Wealth Management
Texas
$266K
NSB
3140
Norway Savings Bank
Maine
$266K
VR
3141
Valued Retirements
Texas
$264K -$12.4K -100 -4%
FWSM
3142
First Wilshire Securities Management
California
$264K
DCM
3143
Delta Capital Management
New Jersey
$264K +$264K +2,130 New
SIG
3144
Spinnaker Investment Group
California
$264K -$77K -622 -23%
CCA
3145
Conservest Capital Advisors
Pennsylvania
$264K
KWM
3146
KFG Wealth Management
Indiana
$263K
NWM
3147
Northwest Wealth Management
Iowa
$263K +$3.59K +29 +1%
SFC
3148
SYM Financial Corp
Indiana
$263K +$263K +2,121 New
OBWP
3149
O'Brien Wealth Partners
Massachusetts
$262K -$2.6K -21 -1%
SFWC
3150
Strategic Family Wealth Counselors
New Jersey
$262K