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 %
NCM
501
Novare Capital Management
North Carolina
$21.4M +$2.51M +22,077 +13%
WIC
502
Willis Investment Counsel
Georgia
$21.3M +$17K +150 +0.1%
SEIA
503
Signature Estate & Investment Advisors
California
$21.2M +$5.54M +48,807 +35%
VHAM
504
Van Hulzen Asset Management
California
$21.2M -$2.61M -22,981 -11%
CWM
505
Circle Wealth Management
New Jersey
$21.1M -$328K -2,885 -2%
BCM
506
Bridgeway Capital Management
Texas
$21.1M +$2.79M +24,611 +15%
Envestnet Portfolio Solutions
507
Envestnet Portfolio Solutions
Illinois
$21M +$41.1K +362 +0.2%
PR
508
Payden & Rygel
California
$21M +$7.38M +65,000 +54%
TMAM
509
Tokio Marine Asset Management
Japan
$21M +$497K +4,374 +2%
EHC
510
Everett Harris & Co
California
$21M +$1.05M +9,240 +5%
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$21M +$607K +5,347 +3%
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$21M +$9.42M +99,236 +81%
BG
513
Bollard Group
Massachusetts
$20.9M +$19.6K +173 +0.1%
PCIA
514
Prime Capital Investment Advisors
Kansas
$20.9M +$2.52M +22,204 +14%
AC
515
Armistice Capital
New York
$20.8M +$20.8M +182,794 New
IGAM
516
iA Global Asset Management
Quebec, Canada
$20.6M +$4.92M +43,325 +31%
APF
517
Alaska Permanent Fund
Alaska
$20.6M
CFIA
518
Cantor Fitzgerald Investment Advisors
New York
$20.6M +$119K +1,047 +0.6%
OWP
519
Obermeyer Wealth Partners
Colorado
$20.5M -$332K -2,924 -2%
SCA
520
Stillwater Capital Advisors
Pennsylvania
$20.5M -$244K -2,146 -1%
ATC
521
Argent Trust Co
Tennessee
$20.5M +$29.1K +256 +0.1%
MA
522
Montag & Associates
Georgia
$20.4M -$124K -1,081 -0.6%
ECG
523
Edge Capital Group
Georgia
$20.4M +$1.88M +16,520 +10%
FHA
524
First Horizon Advisors
Tennessee
$20.3M -$468K -4,121 -2%
DIA
525
Dana Investment Advisors
Wisconsin
$20.1M -$448K -3,946 -2%