3,562 hedge funds and large institutions have $196B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,307 increasing their positions, 1,567 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,562
Holders Change
+102
Holders Change %
+2.95%
% of All Funds
47.41%
Holding in Top 10
72
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-35.71%
% of All Funds
0.96%
New
374
Increased
1,307
Reduced
1,567
Closed
206
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
3151
Kellett Wealth Advisors
Ohio
$248K -$21.1K -212 -8%
JSA
3152
Jacobson & Schmitt Advisors
Wisconsin
$247K
AMM
3153
American Money Management
California
$247K +$4.97K +50 +2%
UWP
3154
Uniting Wealth Partners
Kansas
$247K +$247K +2,481 New
LWM
3155
LJI Wealth Management
Indiana
$247K -$7.46K -75 -3%
CFA
3156
CWS Financial Advisors
Michigan
$246K -$4.97K -50 -2%
AWS
3157
Aspen Wealth Strategies
Colorado
$245K -$1.49K -15 -0.6%
IRAG
3158
Investment Research & Advisory Group
Georgia
$245K
BIM
3159
Breakwater Investment Management
Washington
$245K
DFCM
3160
Dark Forest Capital Management
Puerto Rico
$245K -$381K -3,828 -61%
IWM
3161
Integris Wealth Management
California
$244K
MS
3162
Marshall & Sullivan
Washington
$244K
SFS
3163
Security Financial Services
Indiana
$244K +$24.5K +246 +11%
AWM
3164
Accredited Wealth Management
Kentucky
$243K +$243K +2,423 New
CT
3165
ClearAlpha Technologies
Connecticut
$243K +$243K +2,443 New
ACM
3166
ADAR1 Capital Management
Texas
$243K +$129K +1,300 +114%
HA
3167
HFG Advisors
Ohio
$242K
MW
3168
Members Wealth
Pennsylvania
$242K +$242K +2,829 New
SWMG
3169
Stillwater Wealth Management Group
Florida
$242K +$242K +2,429 New
PF
3170
Prosperitas Financial
California
$241K +$241K +2,424 New
BBA
3171
Baader Bank Aktiengesellschaft
Germany
$241K -$39.4K -396 -14%
IP
3172
Isthmus Partners
Wisconsin
$241K +$60.5K +608 +34%
SP
3173
Symmetry Partners
Connecticut
$239K -$151K -1,513 -39%
SWA
3174
ShankerValleau Wealth Advisors
Illinois
$239K +$29.8K +300 +14%
LB
3175
Legacy Bridge
Iowa
$239K