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 %
Lido Advisors
576
Lido Advisors
California
$16.9M +$1.13M +9,927 +7%
HWM
577
HB Wealth Management
Georgia
$16.8M +$448K +3,942 +3%
AssetMark Inc
578
AssetMark Inc
California
$16.7M +$1.92M +16,911 +13%
BCM
579
Bourgeon Capital Management
Connecticut
$16.7M +$377K +3,316 +2%
IEFM
580
IQ EQ Fund Management
Ireland
$16.6M +$909K +8,008 +6%
MSRPS
581
Maryland State Retirement & Pension System
Maryland
$16.6M -$5.85M -51,516 -26%
ACA
582
Aptus Capital Advisors
Alabama
$16.6M +$4.98M +43,852 +43%
JFG
583
Jefferies Financial Group
New York
$16.6M +$4.18M +36,835 +34%
MC
584
Moors & Cabot
Massachusetts
$16.4M -$98.5K -867 -0.6%
SCA
585
Stonebridge Capital Advisors
Minnesota
$16.4M +$864K +7,612 +6%
RIM
586
Rakuten Investment Management
Japan
$16.3M +$4.06M +35,752 +33%
SCM
587
Shelton Capital Management
Colorado
$16.3M +$3.18M +28,030 +24%
HFS
588
Hantz Financial Services
Michigan
$16.3M -$764K -6,731 -4%
LSERS
589
Louisiana State Employees Retirement System
Louisiana
$16.2M -$68.1K -600 -0.4%
JF
590
Jump Financial
Illinois
$16.2M +$1.32M +11,605 +9%
NCM
591
Narwhal Capital Management
Georgia
$16.1M +$1.76M +15,510 +12%
BFA
592
Bragg Financial Advisors
North Carolina
$16.1M +$22.9K +202 +0.1%
IC
593
IEQ Capital
California
$16M +$1.08M +9,502 +7%
ASN
594
Advisory Services Network
Georgia
$16M
SAM
595
Securian Asset Management
Minnesota
$15.9M -$618K -5,442 -4%
FP
596
Foundry Partners
Minnesota
$15.9M -$79.3K -698 -0.5%
CWM
597
Calamos Wealth Management
Illinois
$15.8M +$2.04M +17,991 +15%
Empower Advisory Group
598
Empower Advisory Group
Colorado
$15.8M -$21.8K -192 -0.1%
EGA
599
Eagle Global Advisors
Texas
$15.7M -$133K -1,170 -0.8%
MC
600
Middleton & Co
Massachusetts
$15.7M +$265K +2,334 +2%