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 %
RL
826
Ruffer LLP
United Kingdom
$7.23M +$7.23M +72,672 New
PFM
827
Privium Fund Management
Netherlands
$7.22M +$1.24M +12,500 +21%
HT
828
Heritage Trust
Oklahoma
$7.2M +$7.2M +72,335 New
RPC
829
Rossmore Private Capital
Connecticut
$7.19M -$59.1K -594 -0.8%
PWP
830
Principle Wealth Partners
Connecticut
$7.18M -$27.4K -275 -0.4%
IIC
831
Ironwood Investment Counsel
Arizona
$7.17M -$186K -1,869 -3%
RHAM
832
Round Hill Asset Management
California
$7.16M -$49.7K -500 -0.7%
KIA
833
KCM Investment Advisors
California
$7.14M -$402K -4,040 -5%
FB
834
Fulton Bank
Pennsylvania
$7.11M -$51K -513 -0.7%
ZIG
835
Zuckerman Investment Group
Illinois
$7.1M +$277K +2,772 +4%
ECM
836
Everence Capital Management
Indiana
$7.09M -$1.67M -16,830 -19%
CG
837
Caprock Group
Idaho
$7.08M +$158K +1,573 +2%
FCH
838
Freestone Capital Holdings
Washington
$7.07M +$106K +1,067 +2%
SNB
839
Security National Bank
Nebraska
$7.04M -$292K -2,939 -4%
AIM
840
Anchor Investment Management
South Carolina
$7.03M -$441K -4,431 -6%
EGM
841
Engineers Gate Manager
New York
$7.02M -$1.41M -14,129 -17%
MHIC
842
Marble Harbor Investment Counsel
Massachusetts
$7.01M -$120K -1,204 -2%
CAC
843
Core Alternative Capital
Georgia
$7M -$305K -3,061 -4%
BCFD
844
Boit C.F. David
$6.99M
BWL
845
Bogart Wealth LLC
Virginia
$6.99M +$1.08M +10,821 +18%
VFA
846
Valeo Financial Advisors
Indiana
$6.96M -$243K -3,096 -3%
LOPW
847
Live Oak Private Wealth
North Carolina
$6.93M -$26.4K -265 -0.4%
BE
848
Bonness Enterprises
District of Columbia
$6.91M
FNFDCM
849
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.91M -$582K -5,854 -8%
TPCW
850
TD Private Client Wealth
New York
$6.86M -$1.4M -14,123 -17%