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 %
QCM
1026
Qsemble Capital Management
New York
$5.43M +$2.55M +22,480 +89%
RMAM
1027
Raab & Moskowitz Asset Management
New Jersey
$5.43M +$119K +1,048 +2%
PMSA
1028
Patrick M. Sweeney & Associates
Illinois
$5.43M +$62.8K +553 +1%
AWM
1029
Avitas Wealth Management
California
$5.42M +$72K +634 +1%
PT
1030
Plimoth Trust
Massachusetts
$5.41M +$222K +1,954 +4%
OQS
1031
Occudo Quantitative Strategies
Florida
$5.41M +$5.41M +47,618 New
NDSI
1032
Newman Dignan & Sheerar Inc
Rhode Island
$5.41M -$80.2K -769 -1%
MAS
1033
Meeder Advisory Services
Ohio
$5.4M -$228K -2,011 -4%
NFG
1034
Nations Financial Group
Iowa
$5.4M +$264K +2,321 +5%
BMA
1035
Brooks Moore & Associates
Tennessee
$5.4M +$46.1K +406 +0.9%
TNB
1036
Thomasville National Bank
Georgia
$5.39M -$35.8K -315 -0.7%
PAI
1037
Pittenger & Anderson Inc
Nebraska
$5.38M +$48.3K +425 +0.9%
TCM
1038
Teza Capital Management
Illinois
$5.37M +$3.87M +34,114 +259%
CNBTD
1039
Citizens National Bank Trust Department
Mississippi
$5.37M -$38.3K -337 -0.7%
FFWA
1040
FRG Family Wealth Advisors
Washington
$5.35M -$47.7K -420 -0.9%
HIC
1041
Holderness Investments Company
North Carolina
$5.34M +$2.73K +24 +0.1%
HAI
1042
Hennessy Advisors Inc
California
$5.33M +$426K +3,750 +9%
ADL
1043
Asset Dedication LLC
California
$5.31M -$933K -8,212 -15%
MIM
1044
Montgomery Investment Management
Maryland
$5.26M
SCP
1045
Shorepoint Capital Partners
Massachusetts
$5.25M -$189K -1,666 -3%
FBT
1046
First Bankers Trust
Kentucky
$5.23M +$171K +1,505 +3%
AG
1047
Ascent Group
Virginia
$5.22M -$207K -1,821 -4%
CCG
1048
Cypress Capital Group
Florida
$5.21M +$147K +1,292 +3%
RC
1049
Roundview Capital
New Jersey
$5.2M +$8.86K +78 +0.2%
WLPWM
1050
Walled Lake Planning & Wealth Management
Illinois
$5.19M -$164K -1,446 -3%