3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
2301
Channel Wealth
California
$907K +$25.9K +196 +3%
S
2302
Sachetta
Massachusetts
$903K
AAG
2303
Accordant Advisory Group
Maryland
$902K +$902K +6,833 New
AWM
2304
Aprio Wealth Management
Georgia
$901K +$365K +2,767 +68%
HB
2305
HTLF Bank
Colorado
$899K -$8.97K -68 -1%
ES
2306
Eagle Strategies
New York
$894K -$1.33M -10,047 -60%
MCM
2307
Morton Capital Management
California
$892K +$27.8K +211 +3%
EFG
2308
Ethos Financial Group
Pennsylvania
$891K -$1.2K -9 -0.1%
FWA
2309
FSM Wealth Advisors
Ohio
$889K -$15.8K -120 -2%
GMFG
2310
Greater Midwest Financial Group
Minnesota
$886K +$635K +4,812 +253%
HA
2311
Harfst & Associates
Wyoming
$885K -$1.22M -9,255 -58%
CSI
2312
Cross Staff Investments
New York
$885K
SCG
2313
Sonata Capital Group
Washington
$884K +$264 +2 +0%
NCM
2314
Neumann Capital Management
California
$882K +$238K +1,800 +37%
WAM
2315
Weatherly Asset Management
California
$880K -$95.8K -722 -10%
BRA
2316
Bender Robert & Associates
California
$879K -$7.92K -60 -0.9%
ESBC
2317
E.S. Barr & Co
Kentucky
$877K
SIA
2318
Schear Investment Advisers
Ohio
$876K +$450K +3,407 +105%
SPC
2319
Stewart & Patten Company
California
$875K -$139K -1,050 -14%
MPW
2320
Monterey Private Wealth
California
$874K +$13.1K +99 +2%
TFF
2321
The Family Firm
Maryland
$873K +$4.49K +34 +0.5%
PWM
2322
Paulson Wealth Management
Illinois
$868K -$11.6K -88 -1%
BFPW
2323
BOK Financial Private Wealth
Colorado
$866K +$21.9K +165 +3%
KLCM
2324
KG&L Capital Management
Louisiana
$865K +$129K +985 +18%
IAS
2325
Investment Advisory Services
Texas
$865K +$73.6K +558 +9%