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 %
FWM
1976
Forza Wealth Management
Florida
$1.23M +$41.3K +364 +3%
LC
1977
Lavaca Capital
Texas
$1.23M +$11.4K +100 +0.9%
FNC
1978
First National Corp
Massachusetts
$1.23M -$171K -1,503 -12%
QC
1979
Quent Capital
New York
$1.23M +$32.9K +290 +3%
QWP
1980
Quotient Wealth Partners
Texas
$1.23M -$229K -2,015 -16%
PBO
1981
Peoples Bank (Ohio)
Ohio
$1.23M -$69.8K -615 -5%
MMHP
1982
Murphy Middleton Hinkle & Parker
Georgia
$1.23M -$38.5K -339 -3%
RBFC
1983
Roman Butler Fullerton & Co
Missouri
$1.22M +$32.9K +295 +3%
PCM
1984
Perkins Capital Management
Minnesota
$1.22M -$133K -1,175 -10%
MTIC
1985
Missouri Trust & Investment Company
Missouri
$1.22M -$8.52K -75 -0.7%
GA
1986
GoalVest Advisory
New York
$1.22M +$76.9K +677 +7%
TNA
1987
True North Advisors
Texas
$1.22M
GWP
1988
Gen-Wealth Partners
Michigan
$1.21M +$42K +401 +4%
MIS
1989
Morningstar Investment Services
Illinois
$1.21M -$173K -1,521 -12%
CG
1990
Corundum Group
Colorado
$1.21M -$718K -6,325 -37%
CST
1991
Charles Schwab Trust
Nevada
$1.21M -$374K -3,296 -24%
RWPA
1992
Richard W. Paul & Associates
Michigan
$1.21M +$124K +1,094 +11%
TF
1993
TLWM Financial
Texas
$1.21M -$4.43K -39 -0.4%
CC
1994
Callan Capital
California
$1.21M -$40.3K -355 -3%
APW
1995
Aurora Private Wealth
New Jersey
$1.21M +$7.84K +69 +0.7%
CFO
1996
CVA Family Office
Colorado
$1.2M -$7.84K -69 -0.6%
VF
1997
Vest Financial
Virginia
$1.2M +$804K +7,079 +201%
SIA
1998
Schear Investment Advisers
Ohio
$1.2M +$178K +1,565 +17%
AWP
1999
Abacus Wealth Partners
California
$1.2M -$96.8K -852 -7%
SIC
2000
Sterling Investment Counsel
New York
$1.2M +$510K +4,495 +74%