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 %
HIA
1226
Harbor Investment Advisory
Maryland
$3.22M +$339K +3,407 +12%
MBTD
1227
Mechanics Bank - Trust Department
California
$3.22M +$1.79K +18 +0.1%
GWM
1228
Glass Wealth Management
Texas
$3.21M -$98.5K -990 -3%
AO
1229
Advisor OS
Illinois
$3.21M +$723K +7,272 +29%
FFM
1230
Forum Financial Management
Illinois
$3.2M +$757K +7,612 +31%
MCM
1231
Marathon Capital Management
Maryland
$3.19M +$14.9K +150 +0.5%
LFG
1232
Larson Financial Group
Missouri
$3.19M +$350K +3,521 +12%
AFM
1233
Abbot Financial Management
Massachusetts
$3.18M +$50.3K +506 +2%
MFFIA
1234
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.18M +$10K +101 +0.3%
MCC
1235
Money Concepts Capital
Florida
$3.15M +$21.6K +217 +0.7%
GIC
1236
Generali Investments CEE
Czech Republic
$3.15M +$3.15M +31,684 New
ADBIC
1237
A.D. Beadell Investment Counsel
Wisconsin
$3.14M -$94.4K -949 -3%
PWMG
1238
Prestige Wealth Management Group
New Jersey
$3.14M -$15.8K -158 -0.5%
SM
1239
Sciencast Management
New Jersey
$3.14M +$2.73M +27,449 +664%
EWA
1240
Exencial Wealth Advisors
Oklahoma
$3.14M -$5.93M -59,587 -65%
1WA
1241
180 Wealth Advisors
Washington
$3.14M +$217K +2,177 +7%
ISB
1242
Iowa State Bank
Iowa
$3.13M +$3.28K +33 +0.1%
WT
1243
Washington Trust
Rhode Island
$3.13M +$30.9K +311 +1%
ADL
1244
Asset Dedication LLC
California
$3.12M -$1.53M -15,418 -33%
CW
1245
CreativeOne Wealth
Kansas
$3.12M +$685K +6,886 +28%
NEAM
1246
New England Asset Management
Connecticut
$3.11M -$604K -6,075 -16%
TAM
1247
Tealwood Asset Management
Minnesota
$3.11M -$294K -2,955 -9%
AOWM
1248
Alpha Omega Wealth Management
Virginia
$3.1M +$99 +1 +0%
RCIM
1249
Red Cedar Investment Management
Michigan
$3.09M -$742K -7,463 -19%
FC
1250
FORA Capital
Florida
$3.08M -$2.18M -21,934 -41%