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 %
SIG
1326
Stonegate Investment Group
Alabama
$2.75M +$100K +1,008 +4%
CA
1327
Callahan Advisors
Texas
$2.75M -$244K -2,449 -8%
CT
1328
Clearstead Trust
Maine
$2.75M +$9.35K +94 +0.3%
LWL
1329
Leo Wealth LLC
Texas
$2.74M +$1.62M +16,236 +143%
AACR
1330
ACR Alpine Capital Research
Missouri
$2.74M +$1.19M +11,914 +76%
RMCM
1331
Reynders McVeigh Capital Management
Massachusetts
$2.74M -$225K -2,263 -8%
WP
1332
Waycross Partners
Kentucky
$2.74M
IAIM
1333
International Assets Investment Management
Florida
$2.73M -$292M -2,944,003 -99%
TCM
1334
Traynor Capital Management
Pennsylvania
$2.72M +$1.39M +13,976 +104%
HWMO
1335
Heritage Wealth Management (Ohio)
Ohio
$2.72M -$199 -2 -0%
VA
1336
Valmark Advisers
Ohio
$2.72M +$275K +2,760 +11%
SMA
1337
Sage Mountain Advisors
Georgia
$2.72M +$199K +2,002 +8%
CPIG
1338
Chicago Partners Investment Group
Illinois
$2.72M +$390K +3,909 +17%
LWM
1339
Latko Wealth Management
Illinois
$2.71M -$180K -1,810 -6%
TCMP
1340
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.7M +$891K +8,956 +49%
IA
1341
IFP Advisors
Florida
$2.7M +$273K +2,741 +11%
SCM
1342
Silvant Capital Management
Georgia
$2.7M
NICM
1343
Neo Ivy Capital Management
New York
$2.7M -$713K -7,165 -21%
BOPW
1344
Brandywine Oak Private Wealth
Pennsylvania
$2.7M -$71.5K -719 -3%
KFGK
1345
Keystone Financial Group (Kentucky)
Kentucky
$2.7M +$23.2K +234 +0.9%
SIC
1346
Shoker Investment Counsel
Ohio
$2.69M +$36.2K +364 +1%
CA
1347
CGN Advisors
Kansas
$2.68M +$10.1K +102 +0.4%
WBWA
1348
William B. Walkup & Associates
South Carolina
$2.67M +$10.8K +109 +0.4%
CCWA
1349
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.67M +$201K +2,025 +8%
AWM
1350
Aries Wealth Management
Maine
$2.67M +$75K +754 +3%