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 %
AWM
1901
Avior Wealth Management
Nebraska
$1.36M +$49.2K +433 +4%
DM
1902
Delphi Management
Massachusetts
$1.36M -$107K -946 -7%
CSB
1903
City State Bank
Iowa
$1.36M -$12.3K -108 -0.9%
VA
1904
Verdad Advisers
Massachusetts
$1.36M
V
1905
VeraBank
Texas
$1.36M -$2.73K -24 -0.2%
APG
1906
Abacus Planning Group
South Carolina
$1.36M -$22.3K -196 -2%
OC
1907
Opinicus Capital
Florida
$1.36M +$49.7K +438 +4%
BSTWA
1908
Blake Schutter Theil Wealth Advisors
Ohio
$1.36M +$1.36M +11,957 New
MKC
1909
M. Kraus & Co
Vermont
$1.36M -$28.4K -250 -2%
DC
1910
DeDora Capital
California
$1.36M -$157K -1,383 -10%
WCM
1911
Washington Capital Management
Washington
$1.36M -$8.52K -75 -0.6%
LD
1912
Lipe & Dalton
New York
$1.35M -$2.5K -22 -0.2%
WSCM
1913
Wellington Shields Capital Management
New York
$1.35M +$34.2K +301 +3%
JGIA
1914
Jackson Grant Investment Advisers
Connecticut
$1.35M +$4.66K +41 +0.3%
VWA
1915
Visionary Wealth Advisors
Illinois
$1.35M -$94K -828 -7%
AI
1916
AXS Investments
New York
$1.35M +$153K +1,343 +13%
BIA
1917
Benchmark Investment Advisors
Illinois
$1.34M +$654K +5,757 +95%
AI
1918
Accredited Investors
Minnesota
$1.34M +$12.4K +109 +0.9%
CHJWM
1919
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.34M -$9.68K -95 -0.7%
ICP
1920
Interchange Capital Partners
Pennsylvania
$1.34M -$20.7K -182 -2%
CP
1921
Covenant Partners
Tennessee
$1.34M +$26.8K +236 +2%
WFS
1922
Widmann Financial Services
Maryland
$1.33M -$21.5K -189 -2%
EFA
1923
Evernest Financial Advisors
Indiana
$1.33M +$30.9K +272 +2%
LIM
1924
Longfellow Investment Management
Massachusetts
$1.33M +$448K +3,949 +51%
IDA
1925
Intelligence Driven Advisers
California
$1.33M +$572K +5,041 +76%