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 %
DCM
1926
DGS Capital Management
New Jersey
$1.15M -$191K -1,918 -14%
OWG
1927
Oxford Wealth Group
Florida
$1.15M -$50.7K -510 -4%
RIA
1928
Regal Investment Advisors
Michigan
$1.15M -$130K -1,306 -10%
LD
1929
Lipe & Dalton
New York
$1.15M -$34.6K -348 -3%
LA
1930
LexAurum Advisors
Kansas
$1.14M +$44.8K +450 +4%
HAIM
1931
Hunter Associates Investment Management
Pennsylvania
$1.14M +$15.3K +154 +1%
GPA
1932
Guerra Pan Advisors
New Jersey
$1.14M
AWM
1933
Avior Wealth Management
Nebraska
$1.14M -$51.5K -518 -4%
CYG
1934
Clean Yield Group
Vermont
$1.14M -$16K -161 -1%
PIM
1935
Pullen Investment Management
Florida
$1.14M -$134K -1,348 -11%
PCA
1936
Peddock Capital Advisors
Massachusetts
$1.14M -$616K -6,190 -35%
CP
1937
Canopy Partners
Ohio
$1.14M +$145K +1,455 +15%
MCCA
1938
Mill Creek Capital Advisors
Pennsylvania
$1.14M +$159K +1,601 +16%
WMA
1939
Wealth Management Associates
New Jersey
$1.13M -$86.6K -871 -7%
PSFG
1940
Prairie Sky Financial Group
Illinois
$1.13M
NSAM
1941
North Star Asset Management
Wisconsin
$1.13M +$26.9K +270 +2%
BTWM
1942
Baker Tilly Wealth Management
Wisconsin
$1.13M -$161K -1,615 -12%
ICP
1943
Impact Capital Partners
Colorado
$1.13M +$1.13M +11,362 New
TE
1944
Tema ETFs
New York
$1.13M +$1.13M +11,342 New
ZIG
1945
Zullo Investment Group
Pennsylvania
$1.13M +$4.38K +44 +0.4%
MAWA
1946
Moss Adams Wealth Advisors
Washington
$1.13M +$370K +3,691 +49%
CAM
1947
Cidel Asset Management
Ontario, Canada
$1.13M +$78.1K +785 +7%
MI
1948
Motiv8 Investments
Florida
$1.12M +$433K +4,354 +63%
RWPA
1949
Richard W. Paul & Associates
Michigan
$1.12M +$65.2K +655 +6%
AA
1950
Apriem Advisors
California
$1.12M +$162K +1,632 +17%