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 %
VR
3126
Valued Retirements
Texas
$243K
CCA
3127
Cadent Capital Advisors
Oklahoma
$243K -$65.5K -577 -21%
AFWM
3128
Abich Financial Wealth Management
Virginia
$242K +$205K +1,807 +554%
W
3129
WorthPointe
California
$242K +$52.9K +466 +28%
FWSM
3130
First Wilshire Securities Management
California
$242K
DCM
3131
Delta Capital Management
New Jersey
$242K
AWM
3132
AAF Wealth Management
Massachusetts
$242K +$242K +2,130 New
HBCM
3133
Heron Bay Capital Management
Michigan
$241K +$241K +2,122 New
PAG
3134
Paladin Advisory Group
Iowa
$240K
HCM
3135
Hutchinson Capital Management
California
$240K +$7.04K +62 +3%
SWA
3136
ShankerValleau Wealth Advisors
Illinois
$239K
EA
3137
Enclave Advisors
Texas
$239K +$239K +2,105 New
SFP
3138
Sterling Financial Planning
New Jersey
$239K
BBNB
3139
Baker Boyer National Bank
Washington
$239K
OBWP
3140
O'Brien Wealth Partners
Massachusetts
$238K -$2.27K -20 -0.9%
MIM
3141
Merrion Investment Management
New Jersey
$238K -$90.8K -800 -28%
USWIA
3142
UP Strategic Wealth Investment Advisors
Pennsylvania
$238K +$238K +2,094 New
AIC
3143
Argus Investors Counsel
New York
$238K -$89.8K -791 -27%
FCM
3144
Family Capital Management
Michigan
$237K +$2.73K +24 +1%
WI
3145
Wedgewood Investors
Pennsylvania
$237K
FA
3146
Fortis Advisors
Pennsylvania
$237K
LWA
3147
Lantern Wealth Advisors
New York
$237K +$3.98K +35 +2%
AWA
3148
Aletheian Wealth Advisors
Washington
$236K -$39.5K -348 -14%
RA
3149
Riversedge Advisors
Delaware
$236K -$52.5K -462 -18%
CFP
3150
Curran Financial Partners
South Carolina
$236K +$15.2K +134 +7%