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 %
VHAM
1001
Van Hulzen Asset Management
California
$4.84M -$13.7M -137,930 -74%
TI
1002
tru Independence
Oregon
$4.84M -$205K -2,063 -4%
LIM
1003
Letson Investment Management
Georgia
$4.82M -$129K -1,297 -3%
MFIM
1004
Mesirow Financial Investment Management
Illinois
$4.81M -$43.6K -438 -0.9%
BTI
1005
Blue Trust Inc
Georgia
$4.81M +$1.46M +14,664 +44%
PT
1006
Plimoth Trust
Massachusetts
$4.79M +$50.8K +511 +1%
IWA
1007
Icon Wealth Advisors
Texas
$4.78M +$1.99K +20 +0%
MYIA
1008
Mount Yale Investment Advisors
Colorado
$4.78M -$1.3M -13,043 -21%
TBA
1009
Tower Bridge Advisors
Pennsylvania
$4.78M -$43.2K -434 -0.9%
BC
1010
Burney Company
Virginia
$4.77M -$867K -8,715 -15%
JAG
1011
Journey Advisory Group
Kentucky
$4.77M
BBA
1012
BLB&B Advisors
Pennsylvania
$4.77M -$294K -2,957 -6%
BMA
1013
Brooks Moore & Associates
Tennessee
$4.75M +$21.9K +220 +0.5%
RWM
1014
Ritholtz Wealth Management
New York
$4.75M -$227K -2,286 -5%
PMSA
1015
Patrick M. Sweeney & Associates
Illinois
$4.74M -$9.85K -99 -0.2%
FHA
1016
Flagship Harbor Advisors
Massachusetts
$4.74M +$339K +3,410 +8%
PAI
1017
Pittenger & Anderson Inc
Nebraska
$4.71M -$2.19K -22 -0%
BCM
1018
Bayesian Capital Management
New York
$4.71M +$348K +3,500 +8%
RMC
1019
Resources Management Corp
Connecticut
$4.71M +$904K +9,089 +24%
VCA
1020
Verdence Capital Advisors
Maryland
$4.69M -$884K -8,888 -16%
B
1021
Bailard
California
$4.69M +$344K +3,461 +8%
RHDIC
1022
R.H. Dinel Investment Counsel
California
$4.69M -$543K -5,460 -10%
BO
1023
Bank OZK
Arkansas
$4.69M +$297K +2,981 +7%
TNB
1024
Thomasville National Bank
Georgia
$4.66M -$60.9K -612 -1%
TW
1025
Trajan Wealth
Arizona
$4.66M +$675K +6,784 +17%