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 %
WPC
1151
White Pine Capital
Minnesota
$3.67M +$5.67K +57 +0.2%
LRWA
1152
Long Run Wealth Advisors
New York
$3.66M +$511K +5,134 +16%
HC
1153
Hendley & Co
Ohio
$3.65M -$276K -2,775 -7%
AWA
1154
Arkadios Wealth Advisors
Georgia
$3.64M -$599K -6,018 -14%
NP
1155
NorthRock Partners
Minnesota
$3.63M -$329K -3,288 -8%
AHB
1156
Abner Herrman & Brock
New Jersey
$3.63M -$9.82M -98,749 -73%
BWG
1157
Berry Wealth Group
Texas
$3.61M -$75K -754 -2%
ERIC
1158
Eagle Rock Investment Company
Georgia
$3.61M -$1.35M -13,523 -27%
HA
1159
Herold Advisors
New York
$3.61M -$103K -1,032 -3%
LOIM
1160
Liberty One Investment Management
Illinois
$3.61M +$390K +3,916 +12%
RSWM
1161
Robertson Stephens Wealth Management
California
$3.6M -$416K -4,148 -10%
PIM
1162
Penobscot Investment Management
Massachusetts
$3.6M -$520K -5,225 -13%
SF
1163
Symphony Financial
Texas
$3.58M +$2.54M +26,350 +242%
TW
1164
Transform Wealth
Colorado
$3.58M +$305K +3,039 +9%
CCA
1165
Cobblestone Capital Advisors
New York
$3.55M -$202K -2,028 -5%
PAM
1166
Pegasus Asset Management
New York
$3.54M +$47.3K +475 +1%
SP
1167
Stonebrook Private
Michigan
$3.54M -$52K -523 -1%
UCI
1168
Uncommon Cents Investing
Wisconsin
$3.54M -$57.2K -575 -2%
CNFG
1169
Creegan & Nassoura Financial Group
New Hampshire
$3.54M
SAM
1170
Smartleaf Asset Management
Massachusetts
$3.53M +$202K +2,058 +6%
WPC
1171
Wedmont Private Capital
Pennsylvania
$3.53M +$624K +6,283 +21%
BIC
1172
Beach Investment Counsel
Pennsylvania
$3.53M -$617K -6,198 -15%
CFGS
1173
Concourse Financial Group Securities
Alabama
$3.52M -$266K -2,775 -7%
HW
1174
Hancock Whitney
Mississippi
$3.51M -$179K -1,802 -5%
JFL
1175
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.51M -$105K -1,055 -3%