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 %
TCM
3376
Tradewinds Capital Management
Washington
$43.8K
PCWA
3377
Pacific Capital Wealth Advisors
California
$43.4K +$1.02K +9 +2%
RWM
3378
Reston Wealth Management
Virginia
$43.1K +$43.1K +380 New
MSWM
3379
Mowery & Schoenfeld Wealth Management
Illinois
$43K +$13.9K +122 +47%
PWA
3380
Provenance Wealth Advisors
Florida
$42K +$11.4K +100 +37%
SC
3381
Swan Capital
Florida
$41.7K
CIR
3382
Clear Investment Research
Georgia
$40.8K
WAS
3383
Winch Advisory Services
Wisconsin
$40.7K
RWM
3384
Ruedi Wealth Management
Illinois
$40.3K -$4.89K -43 -11%
ATC
3385
Advantage Trust Company
Kansas
$39.7K
AWM
3386
Activest Wealth Management
Florida
$38.5K
SWS
3387
SYSTM Wealth Solutions
Illinois
$38.2K -$2.82M -24,655 -99%
RTL
3388
Red Tortoise LLC
Georgia
$38.2K +$10.6K +93 +38%
CCMW
3389
Cypress Capital Management (Wyoming)
Wyoming
$38K
FA
3390
Financial Avengers
California
$37.1K +$227 +2 +0.6%
KFP
3391
Keener Financial Planning
Texas
$37K -$11.9K -106 -24%
RBC
3392
Roble Belko & Company
Pennsylvania
$37K
PFG
3393
Peterson Financial Group
Iowa
$35.9K +$35.9K +316 New
LFA
3394
Legend Financial Advisors
Pennsylvania
$35.2K -$20.5K -180 -37%
FRA
3395
Front Row Advisors
California
$35K -$14.6K -128 -29%
DP
3396
Denver PWM
Colorado
$34.4K -$24K -211 -41%
SHF
3397
Safe Harbor Fiduciary
Florida
$34.3K +$34.3K +302 New
ACM
3398
Anfield Capital Management
California
$34.2K +$14.2K +125 +71%
CPA
3399
Clear Point Advisors
New York
$34.1K
AS
3400
AM Squared
Hong Kong
$34.1K +$34.1K +300 New