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 %
PAM
1201
Pegasus Asset Management
New York
$3.99M +$11.7K +103 +0.3%
STA
1202
Summit Trail Advisors
New York
$3.99M +$247K +2,163 +7%
OIM
1203
Opus Investment Management
Massachusetts
$3.97M
TCWA
1204
Turtle Creek Wealth Advisors
Texas
$3.97M +$171K +1,505 +4%
QCG
1205
Quadrant Capital Group
Ohio
$3.97M -$122K -1,071 -3%
AIMCA
1206
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.96M
RPSA
1207
Richard P. Slaughter Associates
Texas
$3.96M +$541K +4,766 +16%
PRS
1208
Pinkerton Retirement Specialists
Idaho
$3.96M +$162K +1,423 +4%
CRIG
1209
Charter Research & Investment Group
Connecticut
$3.94M -$25.6K -225 -0.6%
PIMJS
1210
PKO Investment Management Joint-Stock
Poland
$3.94M +$681K +6,000 +21%
EWM
1211
Empirical Wealth Management
Washington
$3.92M +$369K +3,250 +10%
FLI
1212
Family Legacy Inc
South Carolina
$3.91M +$22.8K +201 +0.6%
BCA
1213
Bay Colony Advisors
Massachusetts
$3.9M -$20.3K -179 -0.5%
NICM
1214
Neo Ivy Capital Management
New York
$3.9M +$3.9M +34,330 New
TAM
1215
Tealwood Asset Management
Minnesota
$3.88M -$27.8K -245 -0.7%
FWP
1216
FAS Wealth Partners
Kansas
$3.87M +$154K +1,359 +4%
SC
1217
SouthState Corp
Florida
$3.87M -$10.8K -95 -0.3%
WKWM
1218
Walter & Keenan Wealth Management
Indiana
$3.86M +$16.9K +149 +0.4%
EL
1219
Essex LLC
Illinois
$3.86M -$188K -1,659 -5%
SACTSONJ
1220
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.86M
PDL
1221
Portfolio Design Labs
California
$3.85M +$40.9K +360 +1%
SAM
1222
Smartleaf Asset Management
Massachusetts
$3.85M +$640K +5,625 +20%
MIP
1223
Marietta Investment Partners
Wisconsin
$3.84M -$12K -106 -0.3%
PCMC
1224
Planning Capital Management Corporation
Pennsylvania
$3.84M -$513K -4,521 -12%
LWA
1225
Lineweaver Wealth Advisors
Ohio
$3.82M +$297K +2,614 +8%