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 %
JSAM
3301
J. Safra Asset Management
New York
$141K +$33.9K +298 +32%
FWM
3302
FSA Wealth Management
Massachusetts
$140K +$140K +1,232 New
TLCM
3303
Twin Lakes Capital Management
California
$138K +$227 +2 +0.2%
T2I
3304
Turim 21 Investimentos
Brazil
$136K
AWM
3305
Abound Wealth Management
Tennessee
$135K +$17.7K +156 +15%
SHIM
3306
Stone House Investment Management
Pennsylvania
$131K -$2.84K -25 -2%
C
3307
Covestor
United Kingdom
$130K +$1.13K +10 +0.9%
ACM
3308
ADAR1 Capital Management
Texas
$129K -$8.47M -74,610 -98%
EIM
3309
Essex Investment Management
Massachusetts
$129K
HFS
3310
HBC Financial Services
Washington
$128K +$940 +9 +0.7%
AFS
3311
Annapolis Financial Services
Maryland
$127K -$3.18K -28 -2%
CCMI
3312
Creative Capital Management Investments
California
$126K
PC
3313
Promethos Capital
Massachusetts
$126K +$35.8K +315 +40%
CAM
3314
Creekmur Asset Management
Illinois
$123K -$67.9K -598 -36%
HC
3315
Hara Capital
Washington
$121K +$121K +1,062 New
CSWM
3316
Cassady Schiller Wealth Management
Ohio
$118K
SFA
3317
Semmax Financial Advisors
North Carolina
$116K -$986 -10 -0.8%
DPW
3318
DiNuzzo Private Wealth
Pennsylvania
$116K -$1.59K -14 -1%
MB
3319
Mizuho Bank
Japan
$116K
DF
3320
DecisionPoint Financial
Arizona
$114K
UIA
3321
Ulland Investment Advisors
Minnesota
$112K -$3.87K -34 -3%
FFWM
3322
Future Financial Wealth Management
Ohio
$108K +$108K +953 New
CIA
3323
Cape Investment Advisory
Georgia
$106K +$114 +1 +0.1%
CWA
3324
Carolina Wealth Advisors
South Carolina
$105K
RS
3325
Rakuten Securities
Japan
$105K +$75.4K +664 +256%