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 %
RF
2076
Roxbury Financial
New Jersey
$963K +$963K +9,473 New
TCA
2077
Trifecta Capital Advisors
Illinois
$961K -$2.1M -21,088 -69%
JWWM
2078
Johnson & White Wealth Management
Pennsylvania
$960K +$63.2K +637 +7%
MAWCM
2079
Mine & Arao Wealth Creation & Management
California
$959K -$45.8K -460 -5%
SFG
2080
SNS Financial Group
Minnesota
$958K +$3.81K +38 +0.4%
SFWA
2081
Summit Financial Wealth Advisors
Louisiana
$955K -$6.29M -62,998 -87%
ONST
2082
Old North State Trust
North Carolina
$954K +$68.5K +689 +8%
GC
2083
Gilbert & Cook
Iowa
$951K -$15.4K -155 -2%
GF
2084
Gries Financial
Ohio
$951K +$27.7K +278 +3%
CF
2085
Convergence Financial
Missouri
$951K +$86.6K +871 +10%
FAM
2086
Fred Alger Management
New York
$951K -$3.32M -33,128 -78%
KA
2087
Klingman & Associates
New York
$951K +$4.48K +45 +0.5%
WG
2088
Wealth Group
North Carolina
$948K +$28.5K +287 +3%
CA
2089
Capital Advantage
California
$948K +$948K +9,527 New
KTC
2090
Kentucky Trust Company
Kentucky
$944K +$944K +9,492 New
AC
2091
Apella Capital
Connecticut
$942K +$42.1K +423 +5%
FBFS
2092
First Business Financial Services
Wisconsin
$942K +$57.1K +574 +6%
IFWM
2093
Institute for Wealth Management
Colorado
$942K -$5.87K -59 -0.6%
BWP
2094
Barlow Wealth Partners
Kentucky
$942K -$251K -2,509 -21%
TSS
2095
Two Sigma Securities
New York
$940K -$844K -8,489 -47%
LMKC
2096
L.M. Kohn & Company
Ohio
$939K -$60.9K -612 -6%
WSCM
2097
Wellington Shields Capital Management
New York
$938K +$867K +145,250 +1,220%
PWAM
2098
Pinnacle West Asset Management
Wyoming
$938K -$4.97K -50 -0.5%
CPIA
2099
Cornell Pochily Investment Advisors
New York
$937K +$58.2K +585 +7%
TBNY
2100
Trustco Bank (New York)
New York
$937K -$62.4K -627 -6%