3,562 hedge funds and large institutions have $196B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,307 increasing their positions, 1,567 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,562
Holders Change
+102
Holders Change %
+2.95%
% of All Funds
47.41%
Holding in Top 10
72
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-35.71%
% of All Funds
0.96%
New
374
Increased
1,307
Reduced
1,567
Closed
206
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
3301
Wade Financial Advisory
California
$204K
OHWA
3302
Oak Hill Wealth Advisors
Virginia
$204K +$204K +2,050 New
KFS
3303
Kelly Financial Services
Massachusetts
$203K -$398 -4 -0.2%
TWPM
3304
Total Wealth Planning & Management
Florida
$203K +$203K +2,038 New
JFG
3305
JMG Financial Group
Illinois
$202K
ACM
3306
AUA Capital Management
Pennsylvania
$202K
SFWC
3307
Strategic Family Wealth Counselors
New Jersey
$201K -$32.8K -330 -14%
SC
3308
Stance Capital
Massachusetts
$201K +$201K +2,017 New
AWM
3309
Able Wealth Management
New Jersey
$200K +$6.76K +68 +3%
HA
3310
HC Advisors
Georgia
$200K +$200K +2,010 New
IWM
3311
IMG Wealth Management
Florida
$200K +$200K +2,010 New
AIM
3312
Arcadia Investment Management
Michigan
$199K
GCL
3313
Gouws Capital LLC
North Carolina
$199K
SAM
3314
Sherman Asset Management
California
$196K +$196K +1,974 New
B
3315
Birchbrook
Maine
$196K +$16.4K +165 +9%
HCA
3316
Harbor Capital Advisors
Illinois
$190K +$41.6K +418 +28%
FFA
3317
Fairfield Financial Advisors
Massachusetts
$187K -$552K -5,548 -75%
CP
3318
Castleview Partners
Texas
$186K -$37.5K -378 -17%
PAG
3319
Paladin Advisory Group
Iowa
$186K -$24.8K -249 -12%
GCM
3320
Goldstream Capital Management
Hong Kong
$184K -$211K -2,107 -53%
WFA
3321
Wellspring Financial Advisors
Ohio
$184K -$32.2K -3,003 -15%
IWP
3322
IAG Wealth Partners
Wisconsin
$183K +$10.8K +109 +6%
NIMI
3323
Natixis Investment Managers International
France
$171K
SL
3324
Salomon & Ludwin
Virginia
$170K -$5.67K -57 -3%
WA
3325
WPG Advisers
Maryland
$170K +$170K +1,705 New