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 %
EWP
3276
Elevation Wealth Partners
California
$176K +$341 +3 +0.2%
EPW
3277
Evergreen Private Wealth
Colorado
$175K
HCA
3278
Harbor Capital Advisors
Illinois
$170K +$20.5K +180 +14%
UFF
3279
USA Financial Formulas
Michigan
$169K -$345K -3,040 -67%
SRCM
3280
Signature Resources Capital Management
California
$167K -$5.45K -48 -3%
FG
3281
Fairman Group
Pennsylvania
$166K
PP
3282
Pacifica Partners
Canada
$163K -$5.68K -50 -3%
BHWM
3283
Beaird Harris Wealth Management
Texas
$161K -$12.6K -111 -7%
CAS
3284
Coppell Advisory Solutions
Texas
$160K -$113K -996 -41%
OA
3285
Operose Advisors
Wisconsin
$159K -$17K -150 -10%
CFS
3286
CGC Financial Services
Oregon
$158K
YDMI
3287
Y.D. More Investments
Israel
$157K -$7.02K -78 -4%
SC
3288
Stephens Consulting
Michigan
$153K -$8.86K -78 -5%
WFA
3289
West Financial Advisors
Iowa
$153K +$20.9K +184 +16%
RI
3290
Ridgewood Investments
New Jersey
$152K
ETS
3291
ESL Trust Services
New York
$151K
GFL
3292
Granite FO LLC
New Hampshire
$150K -$118K -1,036 -44%
TVWM
3293
Tower View Wealth Management
Wisconsin
$150K +$341 +3 +0.2%
CTWM
3294
Cherry Tree Wealth Management
Minnesota
$147K
CPG
3295
Cornerstone Planning Group
New Jersey
$147K -$3.84K -37 -3%
SIC
3296
SJS Investment Consulting
Ohio
$146K +$14.9K +131 +11%
FP
3297
Financial Perspectives
Minnesota
$145K
CWM
3298
Cedar Wealth Management
California
$144K
PPWM
3299
PFG Private Wealth Management
Florida
$143K +$21.3K +188 +18%
MSG
3300
Main Street Group
Virginia
$142K -$12.8K -113 -8%