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 %
CCM
3351
Copeland Capital Management
Pennsylvania
$68.1K +$68.1K +600 New
IA
3352
IFS Advisors
Kansas
$67.8K
SWC
3353
Spectrum Wealth Counsel
Indiana
$64.4K -$224K -1,975 -78%
AAG
3354
Accordant Advisory Group
Maryland
$63.9K
TAM
3355
Tucker Asset Management
Colorado
$63.4K -$30.7K -270 -33%
MWM
3356
Mascoma Wealth Management
New Hampshire
$62.3K
VF
3357
VitalStone Financial
Texas
$60K +$341 +3 +0.6%
KWAG
3358
Kiely Wealth Advisory Group
North Carolina
$59.7K
IUHSA
3359
Itau Unibanco Holding S.A.
Brazil
$58K +$22.5K +198 +63%
IHWM
3360
Iron Horse Wealth Management
Iowa
$56.9K +$9.09K +80 +19%
DWA
3361
Dougherty Wealth Advisers
Minnesota
$56.8K
RWA
3362
Redmont Wealth Advisors
Illinois
$56.8K
MFT
3363
Moisand Fitzgerald Tamayo
Florida
$55.9K
RDFA
3364
Ritter Daniher Financial Advisory
Ohio
$54.2K
HB
3365
Horizon Bancorp
Indiana
$54K -$6.81K -60 -11%
RFG
3366
REAP Financial Group
Texas
$53.5K +$16.1K +142 +43%
ACM
3367
Accent Capital Management
Ohio
$48K
MIM
3368
Macroview Investment Management
Maryland
$47.6K +$227 +2 +0.5%
JFG
3369
JDM Financial Group
Texas
$47.4K +$1.93K +17 +4%
VWA
3370
Valued Wealth Advisors
Utah
$47K -$2.86K -25 -6%
HWM
3371
Horizons Wealth Management
North Carolina
$45.8K -$9.2K -81 -17%
NC
3372
nVerses Capital
Florida
$45.4K -$250K -2,200 -85%
DWA
3373
Delos Wealth Advisors
Texas
$45.4K -$4.09K -36 -8%
PCC
3374
Park Circle Company
Maryland
$45.4K
WPWM
3375
Western Pacific Wealth Management
Illinois
$44.5K -$142K -1,246 -76%