3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
2001
Patron Partners
Texas
$1.4M +$29.3K +222 +2%
BIP
2002
Blueprint Investment Partners
North Carolina
$1.39M +$842K +6,378 +152%
APW
2003
Aurora Private Wealth
New Jersey
$1.39M +$3.67K +28 +0.3%
MCCA
2004
Mill Creek Capital Advisors
Pennsylvania
$1.39M -$44.3K -336 -3%
GC
2005
Gilbert & Cook
Iowa
$1.39M +$14.1K +107 +1%
WAM
2006
WNY Asset Management
New York
$1.39M
HBT
2007
Heartland Bank & Trust
Illinois
$1.39M -$69.7K -528 -5%
CG
2008
Corundum Group
Colorado
$1.38M +$170K +1,290 +14%
FWC
2009
First Washington Corp
Washington
$1.38M
RWM
2010
RKL Wealth Management
Pennsylvania
$1.38M +$23.9K +181 +2%
GF
2011
Gries Financial
Ohio
$1.38M +$90K +682 +7%
RAM
2012
Redmond Asset Management
Virginia
$1.38M -$65.7K -498 -5%
TCM
2013
Traynor Capital Management
Pennsylvania
$1.38M +$27.3K +207 +2%
JSW
2014
Journey Strategic Wealth
New Jersey
$1.38M +$146K +1,104 +12%
MWA
2015
Monograph Wealth Advisors
California
$1.38M +$1.38M +10,383 New
SIA
2016
Strategic Investment Advisors
Michigan
$1.38M +$14.4K +109 +1%
ACM
2017
Argent Capital Management
Missouri
$1.38M
TF
2018
TLWM Financial
Texas
$1.37M -$41.6K -315 -3%
FWM
2019
Forza Wealth Management
Florida
$1.37M -$26.4K -200 -2%
DA
2020
Dover Advisors
Virginia
$1.37M +$555K +4,208 +68%
TBNY
2021
Trustco Bank (New York)
New York
$1.37M -$48.6K -368 -3%
FNC
2022
First National Corp
Massachusetts
$1.37M
MFC
2023
Mechanics Financial Corp
Ohio
$1.36M +$32.5K +246 +2%
SFP
2024
Sweet Financial Partners
Minnesota
$1.36M -$1.71M -12,973 -56%
SFM
2025
Signet Financial Management
New Jersey
$1.36M +$28.2K +214 +2%