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 %
SWA
3151
ShankerValleau Wealth Advisors
Illinois
$261K
LAS
3152
LWM Advisory Services
Florida
$260K -$60.4K -488 -19%
SFP
3153
Sterling Financial Planning
New Jersey
$260K
BBNB
3154
Baker Boyer National Bank
Washington
$260K -$155K -1,254 -37%
SSG
3155
Summit Securities Group
New York
$260K +$248K +2,000 +2,000%
OWMIAS
3156
One Wealth Management Investment & Advisory Services
Florida
$260K -$17.8K -144 -6%
RA
3157
Rational Advisors
New York
$259K +$259K +2,096 New
WI
3158
Wedgewood Investors
Pennsylvania
$258K +$258K +2,086 New
WFA
3159
WestHill Financial Advisors
California
$258K -$28.6K -231 -10%
FA
3160
Fortis Advisors
Pennsylvania
$258K
CA
3161
Crane Advisory
California
$258K +$8.47K +67 +3%
IAG
3162
Investment Advisory Group
Massachusetts
$258K -$1.61K -13 -0.6%
GA
3163
GSG Advisors
New Jersey
$257K -$6.27K -49 -2%
DIP
3164
Davis Investment Partners
North Carolina
$257K +$19.9K +156 +8%
MAA
3165
Mraz Amerine & Associates
California
$257K
GSC
3166
Ground Swell Capital
South Carolina
$257K +$257K +2,075 New
PP
3167
Pegasus Partners
Wisconsin
$256K
FCM
3168
Family Capital Management
Michigan
$255K +$6.93K +56 +3%
CP
3169
Creekside Partners
California
$254K +$254K +2,055 New
KLI
3170
Kelman-Lazarov Inc
Tennessee
$254K -$54.7K -442 -18%
ACM
3171
AUA Capital Management
Pennsylvania
$254K
WFA
3172
Wade Financial Advisory
California
$254K
HCM
3173
Hutchinson Capital Management
California
$254K -$2.23K -18 -0.9%
LWA
3174
Lantern Wealth Advisors
New York
$253K -$40K -323 -14%
MWM
3175
Maripau Wealth Management
Indiana
$253K +$20.6K +165 +9%