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 %
CFFP
1751
Center for Financial Planning
Michigan
$1.67M -$54.8K -483 -3%
DMBA
1752
Deseret Mutual Benefit Administrators
Utah
$1.67M -$247K -2,171 -13%
DAM
1753
Doheny Asset Management
California
$1.66M
RTC
1754
Riverview Trust Company
Washington
$1.66M +$5.45K +48 +0.3%
RFA
1755
ROI Financial Advisors
Oregon
$1.66M +$95.1K +837 +6%
BAM
1756
Brave Asset Management
New Jersey
$1.66M +$260K +2,287 +19%
SPA
1757
Shore Point Advisors
New Jersey
$1.66M -$24.2K -213 -1%
LCM
1758
LVM Capital Management
Michigan
$1.65M
LF
1759
Lantz Financial
Illinois
$1.65M +$681 +6 +0%
GBT
1760
Grove Bank & Trust
Florida
$1.64M +$20.2K +178 +1%
CFP
1761
Cascade Financial Partners
California
$1.64M +$24.3K +228 +2%
FIM
1762
FWL Investment Management
Texas
$1.64M +$1.1M +9,704 +205%
AA
1763
Auxano Advisors
Washington
$1.64M +$57.6K +507 +4%
PFGIA
1764
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$62.7K +552 +4%
PGA
1765
Portland Global Advisors
Maine
$1.63M -$8.52K -75 -0.5%
AWA
1766
Aaron Wealth Advisors
Illinois
$1.63M +$135K +1,188 +9%
DAM
1767
Delta Asset Management
Tennessee
$1.63M -$2.16K -19 -0.1%
SIA
1768
SeaBridge Investment Advisors
New Jersey
$1.63M -$1.3M -11,410 -44%
WA
1769
Wealth Architects
California
$1.62M -$26.7K -235 -2%
PWCM
1770
Processus Wealth & Capital Management
Tennessee
$1.62M +$93.9K +827 +6%
ONSWM
1771
Old North State Wealth Management
North Carolina
$1.62M +$131K +1,155 +9%
MCM
1772
Maple Capital Management
Vermont
$1.61M -$54.1K -476 -3%
GCM
1773
Glynn Capital Management
California
$1.61M -$1.01M -8,867 -38%
BFG
1774
Berger Financial Group
Minnesota
$1.61M +$88.2K +777 +6%
DA
1775
Dover Advisors
Virginia
$1.61M +$209K +1,838 +15%