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 %
BCM
1101
Birmingham Capital Management
Alabama
$4.05M -$322K -3,241 -7%
HCM
1102
Howland Capital Management
Massachusetts
$4.05M +$145K +1,444 +4%
TW
1103
TrinityPoint Wealth
Connecticut
$4.05M +$188K +1,892 +5%
TYCC
1104
Texas Yale Capital Corp
Florida
$4.05M +$74.6K +750 +2%
WCM
1105
Whitener Capital Management
North Carolina
$4.03M +$19.9K +200 +0.5%
EFS
1106
Essex Financial Services
Connecticut
$4.03M +$165K +1,660 +4%
SFP
1107
Shepherd Financial Partners
Massachusetts
$4.02M -$57.5K -578 -1%
SHFA
1108
SS&H Financial Advisors
Michigan
$4.02M +$29.9K +300 +0.7%
HCM
1109
Hengehold Capital Management
Ohio
$3.98M +$11.1K +112 +0.3%
GSEP
1110
Golden State Equity Partners
California
$3.98M +$3.9M +39,242 +5,303%
RBA
1111
Richard Bernstein Advisors
New York
$3.96M
SFCL
1112
Strengthening Families & Communities LLC
Massachusetts
$3.96M +$151K +1,523 +4%
ACP
1113
Aviance Capital Partners
Florida
$3.95M -$49.4K -497 -1%
PA
1114
Procyon Advisors
Connecticut
$3.95M -$258K -2,597 -6%
CFCI
1115
Comprehensive Financial Consultants Institutional
Indiana
$3.94M +$264K +2,650 +7%
DWM
1116
Dakota Wealth Management
Florida
$3.94M -$4.24M -42,660 -52%
KIC
1117
Kensington Investment Counsel
California
$3.93M +$132K +1,324 +3%
SWA
1118
Stratos Wealth Advisors
Ohio
$3.93M +$81K +814 +2%
AAS
1119
Ameritas Advisory Services
Nebraska
$3.92M -$535K -5,377 -12%
MWM
1120
MOKAN Wealth Management
Kansas
$3.92M +$3.92M +39,395 New
GWM
1121
GSB Wealth Management
Connecticut
$3.92M -$240K -2,412 -6%
ACM
1122
Alpha Capital Management
Texas
$3.92M +$203K +2,040 +5%
TFM
1123
TFC Financial Management
Massachusetts
$3.91M -$161K -1,617 -4%
SWM
1124
Scissortail Wealth Management
Oklahoma
$3.91M +$3.87M +38,872 +9,916%
HCA
1125
Horan Capital Advisors
Ohio
$3.9M -$88.6K -891 -2%