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 %
WAAG
2276
Wealth Alliance Advisory Group
Kansas
$822K +$99.7K +878 +14%
BIM
2277
Baldwin Investment Management
Pennsylvania
$820K +$11.4K +100 +1%
CTC
2278
Cetera Trust Company
Minnesota
$819K -$11.4K -100 -1%
FWA
2279
FSM Wealth Advisors
Ohio
$818K +$51K +449 +7%
CCB
2280
Cutter & Co Brokerage
Missouri
$817K -$12.8K -113 -2%
SWMP
2281
Signature Wealth Management Partners
New Jersey
$817K +$114 +1 +0%
OP
2282
ORG Partners
Indiana
$816K +$339K +2,988 +71%
SFG
2283
Sather Financial Group
Texas
$814K -$32.3K -284 -4%
SAI
2284
Savvy Advisors Inc
New York
$812K +$115K +1,013 +17%
ATIA
2285
American Trust Investment Advisors
New Hampshire
$810K +$425K +3,745 +111%
AWA
2286
Acorn Wealth Advisors
Michigan
$808K +$175K +1,537 +28%
AWM
2287
Aprio Wealth Management
Georgia
$807K -$20.6K -181 -2%
SWP
2288
Strategic Wealth Partners
Ohio
$805K -$26.6K -234 -3%
DTC
2289
Davidson Trust Company
Washington
$803K +$127K +1,121 +19%
PTCG
2290
Pring Turner Capital Group
California
$802K -$32.9K -290 -4%
CH
2291
Cromwell Holdings
Wyoming
$799K -$64K -560 -7%
MPW
2292
Monterey Private Wealth
California
$797K -$681 -6 -0.1%
CS
2293
Crescent Sterling
Louisiana
$797K -$7.84K -69 -1%
GAA
2294
Global Assets Advisory
Florida
$797K +$797K +6,943 New
OCG
2295
Opus Capital Group
Ohio
$796K +$43.1K +380 +6%
ILI
2296
Invesco LLC (Illinois)
Illinois
$795K
M
2297
Mirova
France
$793K
AWM
2298
Absher Wealth Management
North Carolina
$793K +$119K +1,045 +18%
CF
2299
Copperwynd Financial
Arizona
$793K +$28.5K +251 +4%
MI
2300
Motiv8 Investments
Florida
$790K +$135K +1,192 +21%