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 %
RRA
2101
Round Rock Advisors
Connecticut
$936K +$9.55K +96 +1%
CCA
2102
Cypress Capital Advisors
Tennessee
$936K +$936K +9,410 New
SCM
2103
Seascape Capital Management
New Hampshire
$936K -$36.9K -371 -4%
KFA
2104
Kapstone Financial Advisors
Ohio
$930K -$42.6K -433 -4%
WF
2105
WinCap Financial
Massachusetts
$930K +$930K +9,344 New
GWANC
2106
Guardian Wealth Advisors (North Carolina)
North Carolina
$926K +$105K +1,052 +13%
RPCONE
2107
Retirement Planning Company of New England
Rhode Island
$923K +$37.2K +374 +4%
RFP
2108
Root Financial Partners
California
$923K +$121K +1,215 +15%
IC
2109
Iconiq Capital
California
$922K +$340K +3,416 +58%
QWP
2110
Quotient Wealth Partners
Texas
$920K -$156K -1,566 -14%
GIM
2111
Groesbeck Investment Management
New Jersey
$919K +$175K +1,755 +23%
PWM
2112
Prentice Wealth Management
New York
$917K +$36K +362 +4%
BP
2113
BBR Partners
New York
$917K -$79.1K -795 -8%
AJ
2114
Ashburton (Jersey)
Jersey
$916K -$62.9K -632 -6%
BDWCC
2115
B&D White Capital Company
Texas
$913K -$11.5M -115,900 -93%
RIP
2116
Reliant Investment Partners
North Carolina
$912K +$912K +9,171 New
SSA
2117
Sierra Summit Advisors
Nevada
$912K +$222K +2,231 +32%
WW
2118
Winnow Wealth
Texas
$912K +$912K +9,392 New
MMCM
2119
Murphy & Mullick Capital Management
New York
$912K +$912K +9,170 New
1WM
2120
1858 Wealth Management
Ohio
$912K -$870K -8,743 -49%
TCM
2121
Towercrest Capital Management
Pennsylvania
$910K -$3.58K -36 -0.4%
QC
2122
Quent Capital
New York
$908K -$168K -1,688 -16%
AWMG
2123
Alliance Wealth Management Group
New Jersey
$908K -$3.58K -36 -0.4%
WP
2124
WealthPLAN Partners
Nebraska
$907K -$16.6K -167 -2%
TA
2125
TruWealth Advisors
Louisiana
$903K -$12.3K -124 -1%