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 %
VFM
901
Viking Fund Management
North Dakota
$6.93M -$454K -4,000 -6%
KWA
902
Kingswood Wealth Advisors
California
$6.92M +$1.25M +11,004 +22%
CSPAM
903
Cary Street Partners Asset Management
Virginia
$6.91M +$83.1K +732 +1%
CAL
904
Capital Analysts LLC
Pennsylvania
$6.9M +$54.7K +482 +0.8%
JWCA
905
J.W. Cole Advisors
Florida
$6.89M +$336K +2,955 +5%
DWT
906
Dorsey & Whitney Trust
South Dakota
$6.89M +$2.21M +19,500 +47%
TTWM
907
TCV Trust & Wealth Management
Virginia
$6.85M -$63.5K -559 -0.9%
BOSSRA
908
B.O.S.S. Retirement Advisors
Utah
$6.85M +$2.03M +17,913 +42%
BIM
909
Bridges Investment Management
Nebraska
$6.85M -$665K -5,857 -9%
JCM
910
Jacobi Capital Management
Pennsylvania
$6.85M +$200K +1,763 +3%
HW
911
Hedeker Wealth
Illinois
$6.84M +$86.2K +759 +1%
PFM
912
Privium Fund Management
Netherlands
$6.83M +$1.85M +16,314 +37%
CCAM
913
Codex Capital Asset Management
Texas
$6.81M
CAM
914
Covenant Asset Management
New Jersey
$6.8M +$15.9K +140 +0.2%
PA
915
Parallel Advisors
California
$6.78M -$125K -1,105 -2%
MGIA
916
Moneta Group Investment Advisors
Missouri
$6.77M -$2.27K -20 -0%
SFM
917
Sphera Funds Management
Israel
$6.77M
FIA
918
Foundations Investment Advisors
Arizona
$6.76M +$1.23M +10,831 +22%
BWL
919
Bogart Wealth LLC
Virginia
$6.75M +$132K +1,164 +2%
NSIM
920
North Star Investment Management
Illinois
$6.7M -$8.97K -79 -0.1%
UH
921
Unigestion Holding
Switzerland
$6.68M -$37.6M -330,882 -85%
FTDI
922
First Trust Direct Indexing
Massachusetts
$6.68M -$33.8K -298 -0.5%
PHS
923
Pekin Hardy Strauss
Illinois
$6.67M -$115K -1,013 -2%
SWM
924
Spire Wealth Management
Virginia
$6.67M +$994K +8,750 +18%
ET
925
Equitable Trust
Tennessee
$6.66M +$342K +3,015 +5%