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 %
TVWM
3351
Tower View Wealth Management
Wisconsin
$173K +$396 +3 +0.2%
ETS
3352
ESL Trust Services
New York
$168K +$168K +1,275 New
FP
3353
Financial Perspectives
Minnesota
$168K -$43K -326 -20%
SRCM
3354
Signature Resources Capital Management
California
$166K
TFA
3355
Toth Financial Advisory
Virginia
$165K
CTWM
3356
Cherry Tree Wealth Management
Minnesota
$162K -$6.86K -52 -4%
FWM
3357
FSA Wealth Management
Massachusetts
$162K +$132 +1 +0.1%
TLCM
3358
Twin Lakes Capital Management
California
$159K +$396 +3 +0.2%
T2I
3359
Turim 21 Investimentos
Brazil
$158K
SIC
3360
SJS Investment Consulting
Ohio
$158K
HFS
3361
HBC Financial Services
Washington
$155K +$1.92K +15 +1%
GFL
3362
Granite FO LLC
New Hampshire
$155K -$122K -1,036 -44%
WFA
3363
West Financial Advisors
Iowa
$154K -$15.8K -120 -9%
EIM
3364
Essex Investment Management
Massachusetts
$153K -$6.6K -50 -4%
AFIA
3365
America First Investment Advisors
Nebraska
$153K +$924 +7 +0.6%
HC
3366
Hoese & Co
Minnesota
$153K
AFS
3367
Annapolis Financial Services
Maryland
$151K -$154K -1,164 -50%
CCMI
3368
Creative Capital Management Investments
California
$147K +$35.6K +270 +32%
ACA
3369
American Capital Advisory
Idaho
$147K +$2.66K +25 +2%
YDMI
3370
Y.D. More Investments
Israel
$146K
AWM
3371
Abound Wealth Management
Tennessee
$146K -$104K -786 -42%
FSWA
3372
Financial Synergies Wealth Advisors
Texas
$144K +$65.3K +495 +83%
CTB
3373
Country Trust Bank
Illinois
$141K +$30.9K +234 +28%
LTI
3374
Laffer Tengler Investments
Tennessee
$140K -$3.3K -25 -2%
SIA
3375
Sit Investment Associates
Minnesota
$136K