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 %
VIM
2001
Vista Investment Management
Pennsylvania
$1.05M -$162K -1,627 -13%
BB
2002
Bell Bank
North Dakota
$1.05M +$34.6K +348 +3%
RBWA
2003
RFG - Bristol Wealth Advisors
Massachusetts
$1.05M +$1.05M +10,515 New
PCM
2004
Perkins Capital Management
Minnesota
$1.04M -$24.9K -250 -2%
SRC
2005
Sage Rhino Capital
California
$1.04M -$5.67K -57 -0.5%
PH
2006
Pinnacle Holdings
Oklahoma
$1.04M -$103K -1,032 -9%
LA
2007
LVW Advisors
New York
$1.04M +$264K +2,653 +34%
MMHP
2008
Murphy Middleton Hinkle & Parker
Georgia
$1.04M -$35.3K -355 -3%
BCP
2009
Berkeley Capital Partners
Georgia
$1.04M -$721K -7,247 -41%
ACM
2010
Argent Capital Management
Missouri
$1.04M
CBA
2011
Coastal Bridge Advisors
Connecticut
$1.04M +$68.6K +690 +7%
PWA
2012
Providence Wealth Advisors
Illinois
$1.04M -$6.59K -66 -0.6%
UAG
2013
United Advisor Group
Ohio
$1.04M +$259K +2,600 +33%
HB
2014
Horizon Bancorp
Indiana
$1.04M +$989K +9,938 +2,088%
FCAS
2015
First Command Advisory Services
Texas
$1.03M -$54.5K -548 -5%
RWP
2016
Ridgecrest Wealth Partners
California
$1.03M -$125K -1,261 -11%
THCM
2017
Taylor Hoffman Capital Management
Virginia
$1.03M +$73.2K +736 +8%
PPP
2018
Private Portfolio Partners
New Jersey
$1.03M +$576K +5,790 +127%
RWM
2019
RKL Wealth Management
Pennsylvania
$1.03M
NED
2020
Nancy E. Dempze
$1.03M
APW
2021
Aurora Private Wealth
New Jersey
$1.03M -$25.6K -257 -2%
HWP
2022
Highline Wealth Partners
California
$1.03M -$2.59K -26 -0.3%
NME
2023
Notis-McConarty Edward
$1.03M
GFA
2024
Gallagher Fiduciary Advisors
Illinois
$1.03M +$348K +3,500 +51%
FWC
2025
First Washington Corp
Washington
$1.03M -$15.1K -152 -1%