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 %
PW
3301
Peninsula Wealth
California
$213K +$213K +1,612 New
APS
3302
American Planning Services
Florida
$212K +$212K +1,609 New
PA
3303
PFW Advisors
Georgia
$212K +$212K +1,604 New
HAS
3304
Holland Advisory Services
Florida
$211K +$211K +1,601 New
PPA
3305
Painted Porch Advisors
California
$211K +$211K +1,601 New
1W
3306
1776 Wealth
Georgia
$211K +$211K +1,601 New
TCG
3307
Transcendent Capital Group
Oklahoma
$211K +$33K +250 +19%
KWS
3308
Keystone Wealth Services
California
$210K -$348K -2,637 -62%
HP
3309
Hyperion Partners
Pennsylvania
$210K +$210K +1,594 New
FPCG
3310
Forum Private Client Group
Indiana
$210K +$210K +1,593 New
LFP
3311
Lakeshore Financial Planning
Michigan
$210K +$210K +1,592 New
ECML
3312
Eagle Capital Management (Louisiana)
Louisiana
$210K +$210K +1,591 New
SC
3313
Stephens Consulting
Michigan
$210K -$8.71K -66 -4%
GWM
3314
GDS Wealth Management
Texas
$210K +$210K +1,588 New
KPPF
3315
Klein Pavlis & Peasley Financial
California
$208K +$208K +1,578 New
FCT
3316
First Community Trust
Iowa
$208K
RIM
3317
RW Investment Management
Idaho
$207K +$207K +1,570 New
CIM
3318
Chapman Investment Management
California
$207K +$207K +1,570 New
ZCI
3319
Zevenbergen Capital Investments
Washington
$207K +$207K +1,565 New
CL
3320
COWA LLC
Oklahoma
$205K +$205K +1,557 New
AM
3321
Atwater Malick
Pennsylvania
$205K +$205K +1,552 New
USWIA
3322
UP Strategic Wealth Investment Advisors
Pennsylvania
$205K +$205K +1,552 New
PF
3323
Parker Financial
Washington
$205K +$205K +1,551 New
ASG
3324
Ariston Services Group
California
$204K +$204K +1,549 New
NL
3325
NKCFO LLC
Illinois
$204K