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 %
C
3376
Covestor
United Kingdom
$135K -$15.2K -115 -10%
UIA
3377
Ulland Investment Advisors
Minnesota
$134K +$4.48K +34 +3%
DPW
3378
DiNuzzo Private Wealth
Pennsylvania
$132K
DF
3379
DecisionPoint Financial
Arizona
$131K
DCM
3380
Disciplina Capital Management
Tennessee
$129K
SOW
3381
State of Wyoming
Wyoming
$127K +$69.1K +524 +119%
CIA
3382
Cape Investment Advisory
Georgia
$123K -$16.8K -127 -12%
CWA
3383
Carolina Wealth Advisors
South Carolina
$122K -$29.4K -223 -19%
VCM
3384
Versant Capital Management
Arizona
$121K
NMM
3385
Naples Money Management
Florida
$120K -$4.67M -35,424 -97%
TCCM
3386
Timber Creek Capital Management
Massachusetts
$119K
TAM
3387
Tucker Asset Management
Colorado
$115K +$6.2K +47 +6%
GWM
3388
Guardian Wealth Management
Illinois
$108K
TWD
3389
True Wealth Design
Ohio
$108K +$2.11K +16 +2%
DWM
3390
Dogwood Wealth Management
Kansas
$106K +$660 +5 +0.6%
FFWM
3391
Future Financial Wealth Management
Ohio
$106K +$106K +803 New
VAMG
3392
Voisard Asset Management Group
Michigan
$105K
LF
3393
LifeSteps Financial
California
$102K +$102K +775 New
SCA
3394
Stuart Chaussee & Associates
California
$102K
FFO
3395
Fortitude Family Office
Arizona
$98.3K
RG
3396
Retirement Group
California
$98.2K +$29.6K +224 +43%
BHWM
3397
Bay Harbor Wealth Management
Maryland
$96.5K -$531 -4 -0.5%
AP
3398
Atwood & Palmer
Missouri
$96.3K +$19.8K +150 +26%
FFA
3399
Frazier Financial Advisors
Ohio
$96.1K +$15.3K +116 +19%
AP
3400
Aspect Partners
Virginia
$94.2K