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 %
WSC
1376
Wellington Shields & Co
New York
$3M -$11.4K -100 -0.4%
NLP
1377
Next Level Private
New York
$2.99M +$53.3K +469 +2%
TCOTS
1378
Trust Company of the South
North Carolina
$2.98M +$237K +2,087 +9%
OHWP
1379
Oak Harbor Wealth Partners
North Carolina
$2.98M +$8.06K +71 +0.3%
LSAG
1380
Lake Street Advisors Group
New Hampshire
$2.97M -$2.17M -18,924 -42%
RWB
1381
RMR Wealth Builders
New Jersey
$2.97M -$41.9K -369 -1%
CIC
1382
Cornercap Investment Counsel
Georgia
$2.97M -$1.99M -17,508 -40%
FNA
1383
First National Advisers
Nebraska
$2.97M +$161K +1,416 +6%
CI
1384
Cigna Investments
Connecticut
$2.97M -$39.9K -351 -1%
AWM
1385
Aries Wealth Management
Maine
$2.96M +$81.5K +718 +3%
ABTD
1386
Arvest Bank Trust Division
Oklahoma
$2.96M +$2.96M +26,072 New
SC
1387
Stolper & Co
Oklahoma
$2.94M -$45.3K -399 -2%
CRI
1388
Commonwealth Retirement Investments
Virginia
$2.93M -$219K -1,930 -7%
HKIM
1389
Hayek Kallen Investment Management
Alabama
$2.92M -$5.91K -52 -0.2%
LPT
1390
Legacy Private Trust
Wisconsin
$2.92M +$61K +537 +2%
KFI
1391
Key Financial Inc
Pennsylvania
$2.92M +$16.7K +147 +0.6%
WAM
1392
Werlinich Asset Management
Connecticut
$2.91M
JPWM
1393
Jamison Private Wealth Management
Georgia
$2.9M +$239K +2,102 +9%
HI
1394
Hudock Inc
Pennsylvania
$2.9M -$148K -1,306 -5%
EIP
1395
Ellis Investment Partners
Pennsylvania
$2.9M +$180K +1,584 +7%
WWS
1396
Wellington Wealth Strategies
Indiana
$2.89M +$2.89M +28,221 New
HI
1397
Harper Investing
California
$2.88M +$635K +5,593 +28%
CWP
1398
Cyndeo Wealth Partners
Florida
$2.88M +$114K +1,005 +4%
SMA
1399
Sage Mountain Advisors
Georgia
$2.88M +$9.43K +83 +0.3%
FDS
1400
First Dallas Securities
Texas
$2.87M +$330K +2,904 +13%