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 %
BBWA
1101
Bell & Brown Wealth Advisors
California
$4.79M +$164K +1,440 +4%
WA
1102
WealthTrust Axiom
Pennsylvania
$4.79M -$33.6K -296 -0.7%
ST
1103
Spinnaker Trust
Maine
$4.78M
FWM
1104
Finer Wealth Management
Massachusetts
$4.77M -$108K -954 -2%
JAG
1105
Journey Advisory Group
Kentucky
$4.77M +$68.1K +550 +1%
GWM
1106
GSB Wealth Management
Connecticut
$4.75M +$606K +5,333 +15%
WCA
1107
Westover Capital Advisors
Delaware
$4.74M -$91.6K -807 -2%
BIC
1108
Beach Investment Counsel
Pennsylvania
$4.73M -$45.4K -400 -1%
CWS
1109
Confluence Wealth Services
Pennsylvania
$4.72M -$148K -1,304 -3%
CAM
1110
Cozad Asset Management
Illinois
$4.72M -$155K -1,366 -3%
VWM
1111
Valley Wealth Managers
New Jersey
$4.71M +$8.86K +78 +0.2%
SC
1112
Searle & Co
Connecticut
$4.7M -$2.6M -22,928 -36%
PIM
1113
Penobscot Investment Management
Massachusetts
$4.7M +$390K +3,433 +9%
USCWA
1114
U.S. Capital Wealth Advisors
Texas
$4.7M +$404K +3,557 +9%
KP
1115
Keel Point
Alabama
$4.68M +$184K +1,622 +4%
QI
1116
QV Investors
Alberta, Canada
$4.68M +$27.3K +240 +0.6%
XT
1117
XTX Topco
Cayman Islands
$4.67M +$338K +2,977 +8%
IWM
1118
IHT Wealth Management
Illinois
$4.67M +$564K +4,966 +14%
SFP
1119
Shepherd Financial Partners
Massachusetts
$4.65M +$105K +929 +2%
TFM
1120
TFC Financial Management
Massachusetts
$4.65M +$67K +590 +1%
AC
1121
Asio Capital
Kentucky
$4.6M +$502K +4,418 +12%
GA
1122
Gateway Advisory
New Jersey
$4.59M +$59.1K +520 +1%
RSWM
1123
Robertson Stephens Wealth Management
California
$4.58M +$91.1K +797 +2%
WCM
1124
Whitener Capital Management
North Carolina
$4.58M -$46.7K -411 -1%
Nomura Holdings
1125
Nomura Holdings
Japan
$4.58M -$2.48M -21,817 -35%