3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
3226
Midwest Financial Group
Kansas
$246K -$6.47K -49 -3%
PD
3227
Planning Directions
Pennsylvania
$246K -$36.9K -280 -13%
MSF
3228
Mustard Seed Financial
Arkansas
$245K +$264 +2 +0.1%
BAWM
3229
Bennett Associates Wealth Management
Pennsylvania
$243K -$11.9K -90 -5%
AIC
3230
Argus Investors Counsel
New York
$242K +$242K +1,833 New
NRW
3231
Nova R Wealth
Kansas
$241K +$241K +1,823 New
MS
3232
Madden Securities
Texas
$240K -$66K -500 -22%
RP
3233
Riverwater Partners
Wisconsin
$239K -$106K -804 -31%
HWMC
3234
Heritage Wealth Management (California)
California
$239K +$2.38K +18 +1%
BOCM
3235
Bontempo Ohly Capital Management
Maryland
$238K -$265K -2,008 -53%
OCM
3236
Orser Capital Management
Texas
$237K -$27.7K -210 -10%
SFG
3237
Sterling Financial Group
California
$237K +$237K +1,794 New
MRWM
3238
ML&R Wealth Management
Texas
$236K +$236K +1,787 New
MM
3239
Meridian Management
Arkansas
$236K -$12.1K -92 -5%
IWP
3240
IAG Wealth Partners
Wisconsin
$236K
DIP
3241
Davis Investment Partners
North Carolina
$236K -$15.2K -120 -6%
LAM
3242
Lifestyle Asset Management
Texas
$235K -$39.2K -297 -14%
M
3243
Mirova
France
$234K
GHA
3244
Granite Harbor Advisors
Texas
$234K +$234K +1,777 New
NAMNJ
3245
NorthStar Asset Management (New Jersey)
New Jersey
$234K +$234K +1,770 New
RHJA
3246
Rice Hall James & Associates
California
$233K -$38.9K -295 -14%
SEP
3247
Southland Equity Partners
Missouri
$233K +$233K +1,766 New
FNWA
3248
Financial Network Wealth Advisors
Utah
$233K +$233K +1,765 New
TC
3249
TAGStone Capital
North Carolina
$232K +$232K +1,747 New
AIM
3250
AHL Investment Management
Florida
$232K +$232K +1,756 New