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 %
HP
2301
Holistic Planning
Texas
$789K +$130K +1,144 +20%
NPPM
2302
North Point Portfolio Managers
Ohio
$788K +$570K +5,020 +261%
SSA
2303
Sierra Summit Advisors
Nevada
$788K -$3.41K -30 -0.4%
BFWA
2304
Benchmark Financial Wealth Advisors
Florida
$788K +$92.8K +817 +13%
OSNBOA
2305
Old Second National Bank of Aurora
Illinois
$787K
LI
2306
Lafayette Investments
Maryland
$784K
CSI
2307
Cross Staff Investments
New York
$784K +$15.1K +133 +2%
NFG
2308
Nadler Financial Group
Illinois
$783K +$71.8K +632 +10%
ORC
2309
O'Rourke & Company
Massachusetts
$780K +$50.2K +442 +7%
ACM
2310
Avalon Capital Management
California
$778K -$186K -1,640 -19%
WFC
2311
Western Financial Corp
California
$778K -$197K -1,739 -20%
GFA
2312
Gallagher Fiduciary Advisors
Illinois
$777K -$326K -2,873 -30%
BSB
2313
Bangor Savings Bank
Maine
$775K -$3.63K -32 -0.5%
APW
2314
Austin Private Wealth
Texas
$774K +$77.9K +686 +11%
SP
2315
Successful Portfolios
Florida
$773K -$15K -132 -2%
DIM
2316
Delta Investment Management
California
$773K -$113K -999 -13%
AMG
2317
Asset Management Group
Connecticut
$773K +$4.32K +38 +0.6%
LAM
2318
Lynch Asset Management
Pennsylvania
$772K +$131K +1,150 +20%
BOM
2319
Bank of Marin
California
$769K +$125K +1,100 +19%
TRIA
2320
Trail Ridge Investment Advisors
Colorado
$768K -$23.7K -223 -3%
GMFG
2321
Greater Midwest Financial Group
Minnesota
$768K -$2.16K -19 -0.3%
WI
2322
WrapManager Inc
California
$767K +$123K +1,086 +19%
MLA
2323
My Legacy Advisors
Oregon
$767K -$230K -2,029 -23%
TFF
2324
The Family Firm
Maryland
$767K +$12.8K +113 +2%
CWM
2325
Cranbrook Wealth Management
Michigan
$767K +$187K +1,650 +32%