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 %
NA
3326
Nordwand Advisors
Pennsylvania
$105K -$292K -2,567 -74%
NMM
3327
Naples Money Management
Florida
$103K +$3.75K +33 +4%
HC
3328
Hoese & Co
Minnesota
$102K -$38.6K -340 -27%
1IA
3329
1620 Investment Advisors
Massachusetts
$100K +$2.27K +20 +2%
DF
3330
Dunhill Financial
United Kingdom
$100K +$28.5K +251 +40%
GWM
3331
Guardian Wealth Management
Illinois
$92.9K
DWM
3332
Dogwood Wealth Management
Kansas
$92.6K +$454 +4 +0.5%
LFASL
3333
Lugano Financial Advisors SA (LFA)
Switzerland
$89.5K +$12.2K +107 +16%
NL
3334
NKCFO LLC
Illinois
$89K -$87.3K -765 -50%
SCA
3335
Stuart Chaussee & Associates
California
$87.4K
AP
3336
Aspect Partners
Virginia
$87.2K +$6.13K +54 +8%
GSEP
3337
Golden State Equity Partners
California
$84K -$3.13M -27,597 -97%
CPA
3338
Capital Performance Advisors
California
$83.9K +$83.9K +738 New
AP
3339
Atwood & Palmer
Missouri
$82.9K
BGA
3340
Battery Global Advisors
Massachusetts
$82.1K +$82.1K +718 New
TFA
3341
Toth Financial Advisory
Virginia
$79.9K -$56.8K -500 -42%
BHWM
3342
Bay Harbor Wealth Management
Maryland
$79.7K -$3.09K -27 -4%
WAG
3343
Wiser Advisor Group
Arizona
$78.8K +$454 +4 +0.6%
VAMG
3344
Voisard Asset Management Group
Michigan
$72.7K -$38.4K -338 -35%
LWA
3345
Lowe Wealth Advisors
Maryland
$71.9K +$11.5K +101 +19%
FFA
3346
Frazier Financial Advisors
Ohio
$71.5K -$19.5K -172 -21%
BAM
3347
Bellevue Asset Management
Washington
$71.3K +$227 +2 +0.3%
GG
3348
Gleason Group
Kentucky
$70.5K +$454 +4 +0.6%
CCA
3349
Criterion Capital Advisors
Tennessee
$69.6K
NBT
3350
Northwest Bank & Trust
Iowa
$69.3K