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 %
AIM
2226
Aspen Investment Management
Michigan
$796K -$108K -1,085 -12%
GCC
2227
Game Creek Capital
Massachusetts
$796K -$249K -2,500 -24%
LAM
2228
Lynch Asset Management
Pennsylvania
$796K +$119K +1,200 +18%
DL
2229
DOHJ LLC
Washington
$794K +$794K +7,984 New
FMTC
2230
Farmers & Merchants Trust Company
California
$793K -$200K -2,006 -20%
PWP
2231
Phillips Wealth Planners
Mississippi
$793K -$109K -1,094 -12%
DWM
2232
Drive Wealth Management
Utah
$791K +$35.1K +350 +5%
AT
2233
Arlington Trust
Alabama
$791K
TAM
2234
Townsend Asset Management
North Carolina
$790K -$40.5K -407 -5%
KCFA
2235
Key Client Fiduciary Advisors
New Jersey
$790K -$71K -714 -8%
MFG
2236
Mosaic Financial Group
Illinois
$790K
AP
2237
Adero Partners
California
$790K +$148K +1,489 +23%
MWM
2238
Mindset Wealth Management
Indiana
$787K -$23.2K -233 -3%
RFG
2239
RFP Financial Group
Georgia
$787K
BFM
2240
Boothbay Fund Management
New York
$786K +$786K +7,905 New
BPFA
2241
Barnes Pettey Financial Advisors
Mississippi
$786K
EP
2242
Edgestream Partners
New Jersey
$785K -$1.3M -13,101 -62%
AIA
2243
AssuredPartners Investment Advisors
Florida
$785K +$785K +7,892 New
CAM
2244
Claret Asset Management
Quebec, Canada
$780K -$18.6K -187 -2%
BFPW
2245
BOK Financial Private Wealth
Colorado
$780K +$57.2K +570 +8%
VAM
2246
Verity Asset Management
North Carolina
$779K +$46.7K +526 +6%
OFS
2247
Orrstown Financial Services
Pennsylvania
$778K -$321K -3,229 -29%
ZAM
2248
Zevin Asset Management
Massachusetts
$778K +$180K +1,814 +30%
WH
2249
Willner & Heller
California
$775K +$2.59K +26 +0.3%
DFA
2250
Delta Financial Advisors
Louisiana
$774K -$367K -3,689 -32%