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 %
APIM
2326
Agate Pass Investment Management
Washington
$708K +$708K +7,115 New
TRIA
2327
Trail Ridge Investment Advisors
Colorado
$707K -$11.7K -118 -2%
AWA
2328
Acorn Wealth Advisors
Michigan
$707K -$696 -7 -0.1%
CJL
2329
Cyrus J. Lawrence
New York
$706K -$2.02M -20,354 -74%
VWM
2330
Vigilare Wealth Management
Arizona
$703K -$210K -2,106 -23%
PTCG
2331
Pring Turner Capital Group
California
$703K
KWM
2332
Kolinsky Wealth Management
New Jersey
$701K -$104K -1,048 -13%
CF
2333
Claris Financial
Virginia
$700K +$700K +7,034 New
RI
2334
Ridgewood Investments
New Jersey
$697K +$564K +5,668 +424%
IAS
2335
Investment Advisory Services
Texas
$697K -$27.2K -273 -4%
ILI
2336
Invesco LLC (Illinois)
Illinois
$696K
SAM
2337
Sawgrass Asset Management
Florida
$693K +$200K +2,006 +40%
GSWM
2338
Golden State Wealth Management
California
$692K +$692K +6,960 New
MFG
2339
Magnus Financial Group
New York
$692K -$38.5K -387 -5%
CA
2340
Crumly & Associates
Illinois
$692K -$133K -1,333 -16%
SCP
2341
Sivia Capital Partners
California
$689K +$17.7K +178 +3%
MSFP
2342
Mark Sheptoff Financial Planning
Connecticut
$688K -$54.7K -550 -7%
ACA
2343
Atlas Capital Advisors
Wyoming
$688K +$243K +2,441 +55%
LI
2344
Lafayette Investments
Maryland
$687K
SFG
2345
Sather Financial Group
Texas
$685K -$28.1K -282 -4%
FFG
2346
Fiduciary Financial Group
California
$682K +$28.7K +289 +4%
AMG
2347
Asset Management Group
Connecticut
$681K +$4.38K +44 +0.6%
OL
2348
OneFund LLC
Florida
$680K +$18K +181 +3%
AWM
2349
Aprio Wealth Management
Georgia
$678K -$28.6K -287 -4%
PWM
2350
Pines Wealth Management
North Carolina
$678K +$678K +6,827 New