3,506 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, 1,478 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,506
Holders Change
+96
Holders Change %
+2.82%
% 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
1,478
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M
Name Holding Trade Value Shares
Change
Shares
Change %
JSAM
3426
J. Safra Asset Management
New York
$60.2K -$149K -1,127 -71%
KFP
3427
Keener Financial Planning
Texas
$58K
AA
3428
AlphaMark Advisors
Kentucky
$58K +$16.4K +124 +39%
FRA
3429
Front Row Advisors
California
$57.6K +$23.6K +178 +70%
DWA
3430
Delos Wealth Advisors
Texas
$57.5K +$4.75K +36 +9%
FRA
3431
Frank Rimerman Advisors
California
$55.9K
ACM
3432
Accent Capital Management
Ohio
$55.7K
IHWM
3433
Iron Horse Wealth Management
Iowa
$55.6K
DMIC
3434
Dixon Mitchell Investment Counsel
British Columbia, Canada
$53.1K +$53.1K +400 New
PCC
3435
Park Circle Company
Maryland
$52.8K
JFG
3436
JDM Financial Group
Texas
$52.8K
HWM
3437
Horizons Wealth Management
North Carolina
$52.8K
FF
3438
Friedenthal Financial
New Jersey
$52.1K +$52.1K +395 New
PWA
3439
Provenance Wealth Advisors
Florida
$48.8K -$17.2K -130 -26%
CIR
3440
Clear Investment Research
Georgia
$47.1K
WAS
3441
Winch Advisory Services
Wisconsin
$47.1K +$132 +1 +0.3%
ATC
3442
Advantage Trust Company
Kansas
$46.2K -$46.2K -350 -50%
FIM
3443
Fernwood Investment Management
Massachusetts
$44.5K +$44.5K +337 New
CCMW
3444
Cypress Capital Management (Wyoming)
Wyoming
$44.5K
RBC
3445
Roble Belko & Company
Pennsylvania
$43K +$11.2K +85 +35%
FA
3446
Financial Avengers
California
$42.2K +$392 +3 +0.9%
HFS
3447
Horizon Financial Services
North Carolina
$42K +$42K +318 New
RWM
3448
Ruedi Wealth Management
Illinois
$41.1K
CPA
3449
Clear Point Advisors
New York
$39.6K
T
3450
Tidemark
California
$39.6K +$2.38K +18 +6%