3,460 hedge funds and large institutions have $217B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,523 increasing their positions, 1,403 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,460
Holders Change
-55
Holders Change %
-1.56%
% of All Funds
50.04%
Holding in Top 10
112
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-41.36%
% of All Funds
1.62%
New
145
Increased
1,523
Reduced
1,403
Closed
159
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
3526
Watchman Group
Texas
-$394K -3,180 Closed
TIA
3527
Trust Investment Advisors
Indiana
-$390K -3,151 Closed
OIS
3528
Okabena Investment Services
Minnesota
-$386K -3,117 Closed
CFM
3529
Catalyst Funds Management
Australia
-$384K -3,100 Closed
SCM
3530
Steele Capital Management
Iowa
-$347K -2,789 Closed
NRA
3531
NSI Retail Advisors
Pennsylvania
-$345K -2,788 Closed
LGW
3532
Leslie Global Wealth
Illinois
-$339K -2,737 Closed
CIS
3533
Custom Index Systems
New York
-$329K -2,659 Closed
AG
3534
Algert Global
California
-$325K -2,628 Closed
TWP
3535
Triad Wealth Partners
Kansas
-$321K -2,593 Closed
AWM
3536
Avaii Wealth Management
Wisconsin
-$313K -2,529 Closed
SFS
3537
Sharp Financial Services
Pennsylvania
-$296K -2,393 Closed
VCWA
3538
Vanguard Capital Wealth Advisors
Colorado
-$286K -2,308 Closed
MG
3539
Meritage Group
California
-$284K -2,292 Closed
PFA
3540
Pathway Financial Advisors
Vermont
-$281K -2,270 Closed
SCM
3541
Stonehearth Capital Management
Massachusetts
-$276K -2,231 Closed
CPL
3542
CAP Partners LLC
Tennessee
-$275K -2,218 Closed
HWMT
3543
Heritage Wealth Management (Texas)
Texas
-$272K -2,200 Closed
SSG
3544
Summit Securities Group
New York
-$260K -2,100 Closed
OWMIAS
3545
One Wealth Management Investment & Advisory Services
Florida
-$260K -2,097 Closed
GSC
3546
Ground Swell Capital
South Carolina
-$257K -2,075 Closed
MWM
3547
Maripau Wealth Management
Indiana
-$253K -2,034 Closed
PF
3548
Prosperitas Financial
California
-$251K -2,024 Closed
DIP
3549
Davis Investment Partners
North Carolina
-$257K -2,014 Closed
AFP
3550
Alpha Financial Partners
Kentucky
-$247K -1,993 Closed