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 %
MPAM
1401
Murphy Pohlad Asset Management
Minnesota
$2.86M -$91.8K -808 -3%
KCM
1402
Kerusso Capital Management
North Carolina
$2.86M +$174K +1,533 +6%
NPP
1403
New Potomac Partners
Maryland
$2.86M +$141K +1,240 +5%
CC
1404
Chicago Capital
Illinois
$2.86M
MFA
1405
Mayflower Financial Advisors
Massachusetts
$2.85M -$143K -1,263 -5%
CC
1406
Cypress Capital
Tennessee
$2.84M +$60K +528 +2%
AO
1407
Advisor OS
Illinois
$2.84M +$18.6K +164 +0.7%
AWAU
1408
Alliance Wealth Advisors (Utah)
Utah
$2.83M +$127K +1,122 +5%
AIM
1409
Aigen Investment Management
New York
$2.82M -$510K -4,491 -15%
CCWA
1410
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.82M -$152K -1,335 -5%
CIAS
1411
Capital Investment Advisory Services
North Carolina
$2.82M -$226K -1,987 -7%
FCCM
1412
First City Capital Management
Georgia
$2.81M -$239K -2,101 -8%
IA
1413
Insight Advisors
Pennsylvania
$2.81M -$2.95K -26 -0.1%
BFA
1414
Brendel Financial Advisors
New Hampshire
$2.8M -$341 -3 -0%
FFM
1415
Forum Financial Management
Illinois
$2.79M +$216K +1,899 +8%
PGAM
1416
Princeton Global Asset Management
New Jersey
$2.79M +$93.9K +827 +3%
VA
1417
Valmark Advisers
Ohio
$2.79M +$48.3K +425 +2%
FAP
1418
Financial Advisory Partners
Florida
$2.79M -$67.5K -594 -2%
NWM
1419
Northcape Wealth Management
New York
$2.79M +$254K +2,238 +10%
BCM
1420
Brasada Capital Management
Texas
$2.79M +$221K +1,971 +9%
PCM
1421
Princeton Capital Management
New Jersey
$2.78M +$7.04K +62 +0.3%
CW
1422
CreativeOne Wealth
Kansas
$2.78M +$1.51M +13,324 +120%
IA
1423
IFP Advisors
Florida
$2.78M +$399K +3,511 +17%
GC
1424
Gould Capital
Washington
$2.77M -$5.91K -52 -0.2%
MWM
1425
Marion Wealth Management
Pennsylvania
$2.76M +$153K +1,346 +6%