3,514 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,590 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,514
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.11%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,590
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
3426
Strategic Financial Concepts
Texas
$63.8K +$59.7K +32,832 +1,476%
DP
3427
Denver PWM
Colorado
$63.6K +$63.6K +514 New
RWA
3428
Redmont Wealth Advisors
Illinois
$61.9K -$24.8K -200 -29%
DWA
3429
Dougherty Wealth Advisers
Minnesota
$61.9K
MFT
3430
Moisand Fitzgerald Tamayo
Florida
$60.9K
HWM
3431
Horizons Wealth Management
North Carolina
$60.9K
LFA
3432
Legend Financial Advisors
Pennsylvania
$60.7K +$37.8K +305 +165%
FCG
3433
Financial Connections Group
California
$60K
RDFA
3434
Ritter Daniher Financial Advisory
Ohio
$59.1K -$1.86K -15 -3%
W
3435
WealthCollab
Washington
$56.5K
CM
3436
Capula Management
Cayman Islands
$56.1K +$56.1K +453 New
NMG
3437
New Millennium Group
Utah
$54.9K +$54.9K +443 New
VWA
3438
Valued Wealth Advisors
Utah
$54.2K +$26.1K +210 +93%
FRA
3439
Front Row Advisors
California
$54.1K
DWA
3440
Delos Wealth Advisors
Texas
$54K
KFP
3441
Keener Financial Planning
Texas
$53K
IHWM
3442
Iron Horse Wealth Management
Iowa
$52.1K
ACM
3443
Accent Capital Management
Ohio
$52K
MIM
3444
Macroview Investment Management
Maryland
$51.6K -$7.18K -58 -12%
DMIC
3445
Dixon Mitchell Investment Counsel
British Columbia, Canada
$49.8K
PCC
3446
Park Circle Company
Maryland
$49.5K
JFG
3447
JDM Financial Group
Texas
$49.5K
RWM
3448
Ruedi Wealth Management
Illinois
$49.2K +$10.7K +86 +28%
TCM
3449
Tradewinds Capital Management
Washington
$47.8K +$20.1K +162 +72%
PCWA
3450
Pacific Capital Wealth Advisors
California
$46.2K +$44.3K +358 +2,387%