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 %
SHA
3151
Seneca House Advisors
Virginia
$236K +$7.15K +63 +3%
WDL
3152
Well Done LLC
Michigan
$236K +$14.4K +127 +7%
AW
3153
Avion Wealth
Texas
$235K +$56.5K +498 +32%
PP
3154
Pegasus Partners
Wisconsin
$235K
MAA
3155
Mraz Amerine & Associates
California
$235K -$1.14K -10 -0.5%
CF
3156
Clarity Financial
Texas
$234K +$234K +2,059 New
GF
3157
GGM Financials
Ohio
$233K +$233K +2,055 New
AF
3158
Apollon Financial
South Carolina
$233K +$44.3K +390 +23%
KLI
3159
Kelman-Lazarov Inc
Tennessee
$233K
WFA
3160
Wade Financial Advisory
California
$233K
AWA
3161
Adapt Wealth Advisors
Georgia
$233K +$5.34K +47 +2%
HGWM
3162
Horst & Graben Wealth Management
Oregon
$232K +$1.25K +11 +0.5%
KFS
3163
Kelly Financial Services
Massachusetts
$232K +$38.4K +338 +20%
MAM
3164
Marquette Asset Management
Minnesota
$232K +$232K +2,040 New
BDFN
3165
Bond & Devick Financial Network
Minnesota
$231K
JFG
3166
JMG Financial Group
Illinois
$231K -$75.3K -663 -25%
MAC
3167
Mason & Associates (California)
California
$231K +$341 +3 +0.1%
ACM
3168
AUA Capital Management
Pennsylvania
$231K -$2.39K -21 -1%
PCFFS
3169
Pacific Center for Financial Services
California
$230K
CWM
3170
Cabot Wealth Management
Massachusetts
$230K +$5.11K +45 +2%
ACA
3171
Aspire Capital Advisors
Washington
$230K +$11.1K +98 +5%
RA
3172
Ruggaard & Associates
Ohio
$229K
BIP
3173
Blueprint Investment Partners
North Carolina
$229K -$1.12M -9,881 -83%
LFGO
3174
Legacy Financial Group (Oklahoma)
Oklahoma
$228K +$57.2K +559 +33%
BWM
3175
Baron Wealth Management
Michigan
$228K -$59.6K -525 -21%