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 %
KIG
2026
Kessler Investment Group
Indiana
$1.16M +$1.82K +16 +0.2%
VCP
2027
Verus Capital Partners
Arizona
$1.16M -$40.9K -360 -3%
BB
2028
Bell Bank
North Dakota
$1.16M +$46.8K +412 +4%
NAMP
2029
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.15M -$102K -900 -8%
PFA
2030
Plotkin Financial Advisors
Maryland
$1.15M
MAWCM
2031
Mine & Arao Wealth Creation & Management
California
$1.15M +$341 +3 +0%
HPIA
2032
Hamilton Point Investment Advisors
North Carolina
$1.15M
SIA
2033
Strategic Investment Advisors
Michigan
$1.14M -$39.4K -347 -3%
LMKC
2034
L.M. Kohn & Company
Ohio
$1.14M +$3.29K +29 +0.3%
CFA
2035
Capstone Financial Advisors
Illinois
$1.14M -$11K -97 -1%
TBNY
2036
Trustco Bank (New York)
New York
$1.14M -$33K -291 -3%
CWP
2037
Core Wealth Partners
California
$1.14M -$127K -1,122 -10%
BP
2038
BBR Partners
New York
$1.14M -$26.2K -231 -2%
GWA
2039
Gibson Wealth Advisors
Texas
$1.14M
CP
2040
Canopy Partners
Ohio
$1.14M -$60.5K -533 -5%
CAM
2041
Close Asset Management
United Kingdom
$1.14M +$400K +3,526 +55%
CLA
2042
Carnegie Lake Advisors
New Jersey
$1.13M +$1.13M +9,982 New
FMTC
2043
Farmers & Merchants Trust Company
California
$1.13M +$90.2K +794 +9%
AJ
2044
Ashburton (Jersey)
Jersey
$1.13M -$118K -1,027 -9%
OFS
2045
OneAscent Financial Services
Alabama
$1.13M -$5.14K -45 -0.5%
KFA
2046
Kapstone Financial Advisors
Ohio
$1.13M
AGP
2047
Autumn Glory Partners
Texas
$1.12M +$130K +1,145 +13%
RIG
2048
Renaissance Investment Group
Massachusetts
$1.12M -$99K -872 -8%
WIM
2049
Waverton Investment Management
United Kingdom
$1.12M
SBF
2050
Sara-Bay Financial
Florida
$1.12M +$42.7K +376 +4%