3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
626
Beacon Investment Advisory Services
New Jersey
$16.3M -$79.7K -604 -0.5%
AIP
627
ARS Investment Partners
New York
$16.2M -$21.8K -165 -0.1%
CIS
628
Connors Investor Services
Pennsylvania
$16.1M -$1.01M -7,638 -6%
ASN
629
Advisory Services Network
Georgia
$16.1M +$310K +2,349 +2%
Kovitz Investment Group Partners
630
Kovitz Investment Group Partners
Illinois
$16.1M +$4.77M +36,127 +42%
SW
631
SVB Wealth
Massachusetts
$16.1M -$674K -5,110 -4%
NCM
632
Narwhal Capital Management
Georgia
$16M +$3.89M +29,483 +32%
GIA
633
GHP Investment Advisors
Colorado
$16M +$177K +1,341 +1%
CAG
634
Crestwood Advisors Group
Massachusetts
$15.9M +$371K +2,814 +2%
AAM
635
Auxier Asset Management
Oregon
$15.9M -$290K -2,198 -2%
SGI
636
Summit Global Investments
Utah
$15.9M -$11.2M -84,559 -41%
IGAM
637
iA Global Asset Management
Quebec, Canada
$15.9M -$476K -3,609 -3%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$15.8M -$600K -4,547 -4%
SC
639
Savant Capital
Illinois
$15.8M +$541K +4,102 +4%
WJWM
640
Williams Jones Wealth Management
New York
$15.7M -$7.26K -55 -0%
TLP
641
Tri Locum Partners
New York
$15.7M +$15.7M +119,200 New
MLL
642
Moody Lynn & Lieberson
Massachusetts
$15.6M +$2.1M +15,928 +16%
MCM
643
Monarch Capital Management
Indiana
$15.6M -$87.2K -658 -0.6%
CCP
644
Clough Capital Partners
Massachusetts
$15.6M -$619K -4,688 -4%
ST
645
Smithfield Trust
Pennsylvania
$15.6M -$571K -4,331 -4%
MGIA
646
Matthew Goff Investment Advisor
Texas
$15.5M -$243K -1,842 -2%
BSW
647
Buckingham Strategic Wealth
Missouri
$15.3M -$1.12M -8,509 -7%
AssetMark Inc
648
AssetMark Inc
California
$15.3M +$1.57M +11,935 +11%
CAM
649
Columbia Asset Management
Michigan
$15.3M
CVM
650
Cheviot Value Management
California
$15.2M -$84.7K -642 -0.6%