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 %
OIA
2351
Optimum Investment Advisors
Illinois
$844K
CH
2352
Canton Hathaway
Rhode Island
$844K
GKWIM
2353
Gerber Kawasaki Wealth & Investment Management
California
$842K +$30.5K +231 +4%
PA
2354
Prossimo Advisors
California
$840K +$7.13K +54 +0.9%
AWM
2355
Absher Wealth Management
North Carolina
$840K +$1.19K +9 +0.1%
D
2356
Diversified
Delaware
$839K +$12.9K +98 +2%
ACM
2357
Avalon Capital Management
California
$839K
WWM
2358
Wagner Wealth Management
South Carolina
$839K +$21.2K +161 +3%
IP
2359
Investment Partners
Ohio
$838K -$89.2K -676 -10%
CPC
2360
Congress Park Capital
New York
$833K -$33K -250 -4%
HAS
2361
HBW Advisory Services
California
$832K
CF
2362
Copperwynd Financial
Arizona
$827K -$29.7K -225 -3%
BFC
2363
Bedel Financial Consulting
Indiana
$826K -$10.6K -80 -1%
NFG
2364
Nadler Financial Group
Illinois
$826K -$65.5K -496 -7%
VWM
2365
Venturi Wealth Management
Texas
$825K -$61.4K -465 -7%
NB
2366
Nicolet Bankshares
Wisconsin
$825K
MWPCG
2367
Measured Wealth Private Client Group
New Hampshire
$823K -$4.09K -31 -0.5%
BWA
2368
Burt Wealth Advisors
Maryland
$823K +$119K +900 +17%
OCM
2369
Orion Capital Management
California
$823K
KFS
2370
Keynote Financial Services
Connecticut
$823K +$823K +6,234 New
EWS
2371
Evergreen Wealth Solutions
Pennsylvania
$822K -$25.1K -190 -3%
ST
2372
Somerset Trust
Pennsylvania
$820K +$84.6K +641 +12%
EIG
2373
Ellenbecker Investment Group
Wisconsin
$819K -$5.54K -42 -0.7%
TWP
2374
Tower Wealth Partners
Pennsylvania
$819K -$50.5K -383 -6%
PIA
2375
Perennial Investment Advisors
California
$816K +$264 +2 +0%