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 %
FA
3476
Financial Avengers
California
$32.7K +$298 +3 +0.9%
KFP
3477
Keener Financial Planning
Texas
$32K
RBC
3478
Roble Belko & Company
Pennsylvania
$32K
TCM
3479
TruNorth Capital Management
Michigan
$31.4K +$14.3K +144 +84%
PC
3480
Promus Capital
Illinois
$30.3K +$30.3K +305 New
SHF
3481
Safe Harbor Fiduciary
Florida
$30K
DWM
3482
Darwin Wealth Management
Florida
$29.8K +$2.09K +21 +8%
ACM
3483
Anfield Capital Management
California
$28.5K -$1.49K -15 -5%
HHGA
3484
Halbert Hargrove Global Advisors
California
$28.2K +$28.2K +283 New
NWMP
3485
Noble Wealth Management PBC
Colorado
$27.9K +$27.9K +280 New
FLP
3486
Financial Life Planners
Arizona
$27.7K +$27.7K +278 New
NRWA
3487
North Ridge Wealth Advisors
Oregon
$26.3K +$26.3K +264 New
MCA
3488
Midwest Capital Advisors
Michigan
$26K +$26K +261 New
BFS
3489
Burkett Financial Services
South Carolina
$25.8K
RTL
3490
Red Tortoise LLC
Georgia
$25.8K -$7.66K -77 -23%
HCA
3491
Heck Capital Advisors
Wisconsin
$25.4K
HFS
3492
Horizon Financial Services
North Carolina
$24.9K
VWWMG
3493
Vermillion & White Wealth Management Group
Pennsylvania
$24.7K
CWM
3494
Copia Wealth Management
Oregon
$22.6K +$22.6K +227 New
KOCAA
3495
Knights of Columbus Asset Advisors
Connecticut
$21.6K -$223K -2,241 -91%
BFS
3496
Bare Financial Services
Pennsylvania
$21.5K
W
3497
WealthCollab
Washington
$21.1K -$8.66K -87 -29%
CPL
3498
Capital & Planning LLC
Georgia
$19.9K +$19.9K +200 New
PS
3499
Pinney & Scofield
Massachusetts
$19.9K +$19.9K +200 New
1L
3500
10Elms LLP
Oklahoma
$19.3K +$19.3K +194 New