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 %
JAFL
526
Jay A. Fishman Ltd
Michigan
$17M +$1.18M +11,816 +7%
SSWM
527
Smith Salley Wealth Management
North Carolina
$16.7M -$6.57K -66 -0%
AIM
528
Achmea Investment Management
Netherlands
$16.7M -$2.41M -24,270 -13%
AssetMark Inc
529
AssetMark Inc
California
$16.6M +$1.96M +19,719 +13%
RMDI
530
R.M. Davis Inc
Maine
$16.5M -$14.5M -146,166 -47%
UB
531
UMB Bank
Missouri
$16.5M -$6.52M -65,557 -28%
MA
532
Montag & Associates
Georgia
$16.5M -$1.4M -13,914 -8%
SCM
533
SKBA Capital Management
California
$16.5M -$686K -6,900 -4%
OWP
534
Obermeyer Wealth Partners
Colorado
$16.5M -$1.53M -15,386 -9%
JMFC
535
J.M. Forbes & Co
Massachusetts
$16.4M +$261K +2,621 +2%
BCI
536
Brinker Capital Investments
Pennsylvania
$16.4M -$250K -2,515 -2%
OPS
537
Orion Portfolio Solutions
Nebraska
$16.4M -$250K -2,515 -2%
LCM
538
Logan Capital Management
Pennsylvania
$16.3M -$20.7K -208 -0.1%
FHA
539
First Horizon Advisors
Tennessee
$16.3M -$1.55M -15,566 -9%
WFAG
540
Wescott Financial Advisory Group
Pennsylvania
$16.3M -$479K -4,815 -3%
KB
541
Kimelman & Baird
New York
$16.2M -$34.8K -350 -0.2%
QC
542
Quadrature Capital
United Kingdom
$16.1M -$12.3M -123,514 -43%
DT
543
Diversified Trust
Tennessee
$16.1M +$666K +6,691 +4%
BFIM
544
Beese Fulmer Investment Management
Ohio
$16.1M +$126K +1,266 +0.8%
WIC
545
Woodmont Investment Counsel
Tennessee
$16M -$432K -4,338 -3%
PFC
546
Poplar Forest Capital
California
$16M -$8.21M -82,512 -34%
RGC
547
Redwood Grove Capital
California
$16M +$1.09M +10,958 +7%
Lido Advisors
548
Lido Advisors
California
$15.9M +$1.07M +10,655 +7%
CS
549
Central Securities
New York
$15.9M
EIP
550
Easterly Investment Partners
Massachusetts
$15.8M +$3.88M +38,987 +33%