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 %
FFS
1651
Flavin Financial Services
Florida
$1.66M +$1.66M +16,686 New
WDG
1652
Wealth Dimensions Group
Ohio
$1.66M +$45.4K +456 +3%
MA
1653
MCF Advisors
Kentucky
$1.66M -$62.1K -620 -4%
KCPG
1654
Kavar Capital Partners Group
Kansas
$1.66M -$48.6K -489 -3%
W
1655
Wealthquest
Ohio
$1.65M +$16.1K +162 +1%
AA
1656
Argent Advisors
Louisiana
$1.65M +$35.9K +361 +2%
EWM
1657
Evermay Wealth Management
Virginia
$1.65M -$166K -1,654 -9%
CFP
1658
Catalyst Financial Partners
Massachusetts
$1.64M -$43K -432 -3%
AIS
1659
AM Investment Strategies
Tennessee
$1.64M +$53K +533 +3%
PI
1660
Pettee Investors
Connecticut
$1.64M
HNWAG
1661
High Net Worth Advisory Group
Florida
$1.64M +$24.9K +250 +2%
PCM
1662
Princeton Capital Management
New Jersey
$1.63M -$803K -8,067 -33%
DA
1663
Doliver Advisors
Texas
$1.63M +$324K +3,260 +25%
WCM
1664
Weaver Capital Management
Georgia
$1.63M +$101K +1,011 +7%
TF
1665
Trek Financial
Arizona
$1.62M +$836K +8,401 +106%
CWAG
1666
Compton Wealth Advisory Group
Virginia
$1.62M -$25.8K -259 -2%
MF
1667
Meridian Financial
Massachusetts
$1.62M -$84.5K -849 -5%
AB
1668
Atlas Brown
Kentucky
$1.62M +$61K +613 +4%
GWM
1669
Geneos Wealth Management
Colorado
$1.62M -$76.8K -772 -5%
WFI
1670
West Family Investments
California
$1.62M -$95.4K -959 -6%
CWM
1671
Chesapeake Wealth Management
Virginia
$1.61M -$18.2K -183 -1%
ISWM
1672
Independent Solutions Wealth Management
New York
$1.61M -$1.38M -13,839 -46%
PWM
1673
PBMares Wealth Management
Virginia
$1.61M -$22.9K -230 -1%
BDA
1674
Borer Denton & Associates
Pennsylvania
$1.6M +$50.8K +511 +3%
LIM
1675
Longfellow Investment Management
Massachusetts
$1.6M +$435K +4,369 +37%