3,562 hedge funds and large institutions have $196B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,307 increasing their positions, 1,567 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,562
Holders Change
+102
Holders Change %
+2.95%
% of All Funds
47.41%
Holding in Top 10
72
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-35.71%
% of All Funds
0.96%
New
374
Increased
1,307
Reduced
1,567
Closed
206
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FDW
3376
Fourth Dimension Wealth
Ohio
$103K +$103K +934 New
SFA
3377
Semmax Financial Advisors
North Carolina
$100K +$760 +9 +0.8%
DF
3378
DecisionPoint Financial
Arizona
$99.5K
UIA
3379
Ulland Investment Advisors
Minnesota
$98K
CAWM
3380
Capital A Wealth Management
Pennsylvania
$96.6K +$96.6K +971 New
T
3381
Transce3nd
Texas
$95.4K +$95.4K +959 New
RFS
3382
Richardson Financial Services
Massachusetts
$95.3K -$45.4K -462 -32%
AWM
3383
Abound Wealth Management
Tennessee
$95K -$23.6K -237 -20%
CWA
3384
Carolina Wealth Advisors
South Carolina
$92.2K
NA
3385
Nordwand Advisors
Pennsylvania
$91.6K
DPW
3386
DiNuzzo Private Wealth
Pennsylvania
$91K -$10.7K -108 -11%
CF
3387
Conquis Financial
California
$88.9K +$88.9K +887 New
SIC
3388
SJS Investment Consulting
Ohio
$88.1K -$40.2K -404 -31%
1IA
3389
1620 Investment Advisors
Massachusetts
$88K +$99 +1 +0.1%
CW
3390
Curio Wealth
Maryland
$86.9K +$86.9K +874 New
PA
3391
Pineridge Advisors
Missouri
$86.6K +$72.6K +730 +518%
TWD
3392
True Wealth Design
Ohio
$85.3K +$55.6K +559 +187%
GCM
3393
GKV Capital Management
California
$84.6K +$84.6K +850 New
PWA
3394
Principia Wealth Advisory
Texas
$81.7K +$81.7K +821 New
DWM
3395
Dogwood Wealth Management
Kansas
$81.5K +$398 +4 +0.5%
GWM
3396
Guardian Wealth Management
Illinois
$81.4K
IA
3397
IFS Advisors
Kansas
$79.3K +$19.9K +200 +34%
FW
3398
Fairway Wealth
Ohio
$78.8K +$78.8K +792 New
MSWM
3399
Mowery & Schoenfeld Wealth Management
Illinois
$78.7K +$41K +412 +109%
LFASL
3400
Lugano Financial Advisors SA (LFA)
Switzerland
$78.4K