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 %
GRP
1026
Global Retirement Partners
California
$4.66M +$253K +2,542 +6%
CCG
1027
Cypress Capital Group
Florida
$4.65M +$89.2K +897 +2%
AC
1028
Asio Capital
Kentucky
$4.65M +$620K +6,236 +15%
FCP
1029
Fidelis Capital Partners
Florida
$4.65M +$429K +4,297 +10%
CBTWT
1030
Community Bank & Trust (Waco, Texas)
Texas
$4.64M +$127K +1,273 +3%
WLPWM
1031
Walled Lake Planning & Wealth Management
Illinois
$4.64M +$93.7K +942 +2%
CT
1032
Chicago Trust
Illinois
$4.63M -$313K -3,150 -6%
CNBTD
1033
Citizens National Bank Trust Department
Mississippi
$4.63M -$73.1K -735 -2%
RWA
1034
River Wealth Advisors
Pennsylvania
$4.63M +$219K +2,199 +5%
MAS
1035
Meeder Advisory Services
Ohio
$4.62M -$110K -1,107 -2%
SCP
1036
Shorepoint Capital Partners
Massachusetts
$4.61M +$9.55K +96 +0.2%
MIM
1037
Montgomery Investment Management
Maryland
$4.59M -$19.9K -200 -0.4%
UF
1038
Univest Financial
Pennsylvania
$4.58M +$226K +2,273 +5%
RC
1039
Roundview Capital
New Jersey
$4.58M +$25.3K +254 +0.6%
HVP
1040
Hudson Value Partners
Florida
$4.57M -$265K -2,660 -5%
BSC
1041
Brown Shipley & Co
United Kingdom
$4.53M -$284K -2,855 -6%
ACM
1042
Altrius Capital Management
North Carolina
$4.51M +$634K +6,378 +16%
SIM
1043
Stratos Investment Management
Ohio
$4.5M -$3.5M -35,216 -44%
PJWM
1044
Philip James Wealth Mangement
Georgia
$4.5M -$12.2K -123 -0.3%
HIC
1045
Holderness Investments Company
North Carolina
$4.5M -$174K -1,754 -4%
FFWA
1046
FRG Family Wealth Advisors
Washington
$4.5M -$187K -1,880 -4%
DAS
1047
Dynamic Advisor Solutions
Arizona
$4.49M -$3.34M -33,551 -43%
BHA
1048
Beech Hill Advisors
New York
$4.48M +$254K +2,552 +6%
GWMIA
1049
Global Wealth Management Investment Advisory
Florida
$4.48M +$2.27M +22,775 +102%
Ninety One (UK)
1050
Ninety One (UK)
United Kingdom
$4.48M