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 %
RHAM
826
Round Hill Asset Management
California
$8.23M -$56.8K -500 -0.7%
PWP
827
Principle Wealth Partners
Connecticut
$8.22M +$199K +1,750 +2%
SVCP
828
Silicon Valley Capital Partners
California
$8.21M +$1.02M +8,982 +14%
FB
829
Fulton Bank
Pennsylvania
$8.17M -$170K -1,497 -2%
LFAS
830
Level Four Advisory Services
Texas
$8.15M -$1.39M -13,540 -15%
MHIC
831
Marble Harbor Investment Counsel
Massachusetts
$8.14M -$28.6K -252 -0.4%
RDWM
832
Red Door Wealth Management
Tennessee
$8.11M +$380K +3,343 +5%
LW
833
Linscomb Wealth
Texas
$8.11M -$15.3K -135 -0.2%
PCA
834
Private Capital Advisors
Connecticut
$8.09M
HAG
835
HighPoint Advisor Group
Illinois
$8.07M -$893K -7,861 -10%
1IA
836
1834 Investment Advisors
Wisconsin
$8.05M -$107K -946 -1%
SIM
837
Seaview Investment Managers
Florida
$8.04M -$151K -1,331 -2%
PCA
838
Pallas Capital Advisors
Massachusetts
$8.04M +$726K +6,859 +10%
MDCM
839
Morgan Dempsey Capital Management
Wisconsin
$7.99M -$1.03M -9,027 -11%
SFS
840
Sowell Financial Services
Arkansas
$7.98M +$492K +4,304 +7%
CC
841
Courier Capital
New York
$7.97M -$39.3K -346 -0.5%
FCH
842
Freestone Capital Holdings
Washington
$7.95M +$368K +3,244 +5%
MMA
843
Miracle Mile Advisors
California
$7.95M -$901K -7,932 -10%
LOPW
844
Live Oak Private Wealth
North Carolina
$7.94M +$85.2K +750 +1%
ECM
845
Evergreen Capital Management
Washington
$7.94M -$532K -4,649 -6%
HWAM
846
Hennion & Walsh Asset Management
New Jersey
$7.92M -$593K -5,225 -7%
CG
847
Caprock Group
Idaho
$7.9M -$331K -2,895 -4%
BE
848
Bonness Enterprises
District of Columbia
$7.89M
BCFD
849
Boit C.F. David
$7.88M
AF
850
Allworth Financial
California
$7.86M +$616K +5,424 +8%