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 %
AG
1476
AlTi Global
New York
$2.17M +$226K +2,281 +12%
FG
1477
Fiduciary Group
Georgia
$2.17M -$80.2K -806 -4%
FAP
1478
Financial Advisory Partners
Florida
$2.16M -$286K -2,875 -12%
WBC
1479
West Branch Capital
Massachusetts
$2.16M +$194K +1,950 +10%
GC
1480
Grimes & Company
Massachusetts
$2.15M +$33.9K +341 +2%
VIA
1481
Victrix Investment Advisors
Florida
$2.15M +$2.15M +21,648 New
BMWM
1482
Brown Miller Wealth Management
Virginia
$2.15M +$61.9K +622 +3%
N
1483
Numerai
California
$2.14M +$2.14M +21,542 New
APWA
1484
Atlas Private Wealth Advisors
New Jersey
$2.14M +$39.4K +396 +2%
CAMV
1485
Concord Asset Management (Virginia)
Virginia
$2.14M -$2.31M -23,232 -52%
PWS
1486
Peterson Wealth Services
Utah
$2.14M +$11.2K +113 +0.5%
SCA
1487
Sippican Capital Advisors
Massachusetts
$2.13M +$74.6K +750 +4%
WWM
1488
Western Wealth Management
Colorado
$2.13M -$726K -7,303 -25%
LBC
1489
Leigh Baldwin & Co
New York
$2.13M +$2.13M +21,415 New
HL
1490
HeadInvest LLC
Maine
$2.13M -$49K -493 -2%
KIM
1491
Kestra Investment Management
Texas
$2.12M -$205K -2,063 -9%
FDS
1492
First Dallas Securities
Texas
$2.12M -$387K -3,895 -15%
MWS
1493
Maxwell Wealth Strategies
California
$2.12M -$396K -3,984 -16%
MIP
1494
Marietta Investment Partners
Wisconsin
$2.12M -$1.25M -12,559 -37%
SIP
1495
Stoneridge Investment Partners
Pennsylvania
$2.12M +$2.12M +21,259 New
FAM
1496
Formidable Asset Management
Ohio
$2.11M -$94.9K -954 -4%
CAG
1497
Csenge Advisory Group
Florida
$2.11M -$704K -7,078 -25%
WC
1498
Wynn Capital
Georgia
$2.11M +$11.4K +115 +0.5%
HFM
1499
Hartford Financial Management
Connecticut
$2.1M +$36.8K +370 +2%
SCI
1500
Stableford Capital II
Arizona
$2.1M -$145K -1,462 -6%