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 %
RWA
3401
Redmont Wealth Advisors
Illinois
$92.4K +$92.4K +700 New
BAM
3402
Bellevue Asset Management
Washington
$82.3K +$396 +3 +0.5%
WAG
3403
Wiser Advisor Group
Arizona
$81.6K +$396 +3 +0.5%
GG
3404
Gleason Group
Kentucky
$81K +$527 +4 +0.7%
HB
3405
Horizon Bancorp
Indiana
$80K
CCM
3406
Copeland Capital Management
Pennsylvania
$79.2K
SA
3407
Scarborough Advisors
Maryland
$78.9K +$2.51K +19 +3%
NBT
3408
Northwest Bank & Trust
Iowa
$78.8K
IA
3409
IFS Advisors
Kansas
$78.8K
KWAG
3410
Kiely Wealth Advisory Group
North Carolina
$78.8K
DF
3411
Dunhill Financial
United Kingdom
$75.9K +$5.68K +43 +8%
CCA
3412
Criterion Capital Advisors
Tennessee
$74.2K -$19.9K -151 -21%
LWA
3413
Lowe Wealth Advisors
Maryland
$74.2K -$7.26K -55 -9%
UOTTAIMCU
3414
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$73.1K
MWM
3415
Mascoma Wealth Management
New Hampshire
$70.7K -$4.75K -36 -6%
VF
3416
VitalStone Financial
Texas
$69K
HF
3417
Halpern Financial
Virginia
$66.5K -$9.87K -76 -13%
DWA
3418
Dougherty Wealth Advisers
Minnesota
$66K
NC
3419
nVerses Capital
Florida
$66K +$66K +500 New
IPW
3420
Impact Partnership Wealth
Georgia
$65.1K +$49.6K +376 +321%
FCG
3421
Financial Connections Group
California
$65K
MFT
3422
Moisand Fitzgerald Tamayo
Florida
$65K
RDFA
3423
Ritter Daniher Financial Advisory
Ohio
$64.9K
MIM
3424
Macroview Investment Management
Maryland
$62.7K +$6.87K +52 +12%
FGAM
3425
Financial Gravity Asset Management
Texas
$60.4K -$469K -3,830 -89%