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 %
OPTFSNA
1626
Old Point Trust & Financial Services N A
Virginia
$2M +$59.6K +525 +3%
SI
1627
Saxon Interests
Texas
$2M +$205K +1,801 +11%
SPI
1628
Sutton Place Investors
New York
$2M +$18.2K +160 +0.9%
WCM
1629
Windsor Capital Management
Arizona
$2M -$55K -484 -3%
GCM
1630
Gables Capital Management
Florida
$1.99M +$195K +1,715 +11%
IA
1631
IAM Advisory
Pennsylvania
$1.98M +$26.3K +232 +1%
CVA
1632
Central Valley Advisors
California
$1.98M +$56.6K +498 +3%
FFS
1633
Founders Financial Securities
Maryland
$1.97M -$217K -1,907 -10%
ALAM
1634
Asahi Life Asset Management
Japan
$1.97M +$352K +3,103 +22%
JWM
1635
Jupiter Wealth Management
Colorado
$1.96M -$22.7K -200 -1%
DI
1636
Diligent Investors
California
$1.96M -$64.4K -567 -3%
MA
1637
MCF Advisors
Kentucky
$1.96M +$32.4K +284 +2%
TA
1638
TKG Advisors
Indiana
$1.96M +$67.9K +598 +4%
SIAG
1639
Signet Investment Advisory Group
Rhode Island
$1.96M -$9.31K -82 -0.5%
WFI
1640
West Family Investments
California
$1.95M +$101K +891 +5%
OA
1641
Oak Associates
Ohio
$1.95M
KCPG
1642
Kavar Capital Partners Group
Kansas
$1.95M -$16.8K -148 -0.9%
MF
1643
Meridian Financial
Massachusetts
$1.95M -$32.4K -285 -2%
HI
1644
Hoey Investments
Pennsylvania
$1.95M
SWM
1645
Segment Wealth Management
Texas
$1.95M +$227 +2 +0%
WGCA
1646
Wolf Group Capital Advisors
Virginia
$1.94M -$154K -1,338 -7%
RIA
1647
Richwood Investment Advisors
Ohio
$1.94M +$30.1K +265 +2%
GWM
1648
Geneos Wealth Management
Colorado
$1.94M +$606K +5,335 +46%
PAM
1649
Peak Asset Management
Colorado
$1.94M -$98.5K -867 -5%
HFBOT
1650
Home Federal Bank of Tennessee
Tennessee
$1.93M +$80.3K +707 +4%