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 %
CCMINC
801
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.84M +$478K +4,182 +6%
BFM
802
Boston Financial Management
Massachusetts
$8.82M -$489K -4,302 -5%
MC
803
Miramar Capital
Illinois
$8.79M -$106K -932 -1%
MLL
804
Moody Lynn & Lieberson
Massachusetts
$8.78M -$6.32M -55,686 -42%
CA
805
CSM Advisors
Pennsylvania
$8.74M -$440K -3,878 -5%
SF
806
Summit Financial
New Jersey
$8.7M +$4M +34,986 +85%
OIA
807
OneDigital Investment Advisors
Kansas
$8.66M -$206K -1,815 -2%
WAL
808
W Advisors LLC
Tennessee
$8.66M -$31.7K -279 -0.4%
AG
809
Advocate Group
Minnesota
$8.65M +$198K +1,746 +2%
KIA
810
KCM Investment Advisors
California
$8.61M -$65.1K -573 -0.8%
NFC
811
Northeast Financial Consultants
Connecticut
$8.6M +$18.1K +159 +0.2%
CIA
812
Choate Investment Advisors
Massachusetts
$8.58M -$656K -5,780 -7%
HCM
813
Hodges Capital Management
Texas
$8.55M +$1.57M +13,807 +22%
FNFDCM
814
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.55M -$276K -2,431 -3%
AIM
815
Anchor Investment Management
South Carolina
$8.52M +$139K +1,228 +2%
KRSITF
816
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.52M -$754K -6,644 -8%
IIC
817
Ironwood Investment Counsel
Arizona
$8.4M +$83.7K +737 +1%
BCM
818
Brookstone Capital Management
Illinois
$8.38M +$935K +8,237 +13%
SNB
819
Security National Bank
Nebraska
$8.38M +$42.4K +373 +0.5%
BCM
820
BTC Capital Management
Iowa
$8.36M +$11.5K +101 +0.1%
TCOT
821
Trust Company of Toledo
Ohio
$8.35M +$36.3K +320 +0.4%
CAC
822
Core Alternative Capital
Georgia
$8.34M -$738K -6,497 -8%
VFA
823
Valeo Financial Advisors
Indiana
$8.29M -$368K -4,076 -4%
RPC
824
Rossmore Private Capital
Connecticut
$8.28M +$48.8K +430 +0.6%
SFWA
825
Summit Financial Wealth Advisors
Louisiana
$8.24M +$86.5K +762 +1%