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 %
NC
3226
Napatree Capital
Rhode Island
$239K +$239K +1,932 New
BAWM
3227
Bennett Associates Wealth Management
Pennsylvania
$239K +$10.4K +84 +5%
ACA
3228
Aspire Capital Advisors
Washington
$238K -$25.9K -209 -10%
JCFM
3229
JBR Co Financial Management
Oklahoma
$238K
NPPM
3230
North Point Portfolio Managers
Ohio
$238K +$238K +1,922 New
LC
3231
Landaas & Company
Wisconsin
$237K -$73.5K -595 -24%
TCBWMS
3232
Texas Capital Bank Wealth Management Services
Texas
$237K +$237K +1,912 New
EWA
3233
Evolution Wealth Advisors
Florida
$237K -$20.1K -161 -8%
SIS
3234
Strategic Investment Solutions
Illinois
$237K +$237K +2,156 New
FDS
3235
Freedom Day Solutions
Texas
$236K
SIM
3236
Sterling Investment Management
Arizona
$236K
SRC
3237
Stone Run Capital
New York
$236K +$619 +5 +0.3%
DWM
3238
Denver Wealth Management
Colorado
$235K +$1.24K +10 +0.5%
IC
3239
Iconiq Capital
California
$234K +$234K +1,894 New
CIA
3240
Cascade Investment Advisors
Oregon
$234K
ERWM
3241
Elk River Wealth Management
Colorado
$234K
PW
3242
Peninsula Wealth
California
$234K +$27.8K +218 +14%
FDDB
3243
Fidelity D&D Bancorp
Pennsylvania
$234K -$4.7K -38 -2%
FWM
3244
Fortress Wealth Management
California
$233K +$124 +1 +0.1%
G
3245
GenTrust
Florida
$233K +$233K +1,871 New
CWM
3246
Collaborative Wealth Management
Florida
$232K -$2.72K -22 -1%
GHA
3247
Granite Harbor Advisors
Texas
$232K +$12.4K +100 +6%
FNWA
3248
Financial Network Wealth Advisors
Utah
$232K +$14.1K +114 +6%
MFG
3249
Midwest Financial Group
Kansas
$232K +$1.49K +12 +0.6%
SWM
3250
Shakespeare Wealth Management
Wisconsin
$232K +$232K +1,874 New