3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
2351
Clarus Group
Texas
$820K +$25.7K +208 +3%
KLCM
2352
KG&L Capital Management
Louisiana
$820K +$6.66K +54 +0.8%
IFS
2353
Ifrah Financial Services
Arkansas
$815K -$77.9K -629 -9%
SAM
2354
Summit Asset Management
Tennessee
$813K +$131K +1,057 +19%
LWM
2355
Lyell Wealth Management
California
$812K +$57.8K +467 +8%
IA
2356
IFG Advisors
Missouri
$811K
MCA
2357
MSH Capital Advisors
Arizona
$810K +$5.45K +44 +0.7%
SCP
2358
Sivia Capital Partners
California
$803K -$76K -614 -9%
FAG
2359
Fortitude Advisory Group
Washington
$803K +$60.4K +488 +8%
BFAG
2360
Blackston Financial Advisory Group
Florida
$802K +$561K +4,528 +232%
CAM
2361
Close Asset Management
United Kingdom
$801K +$124K +1,004 +18%
CCA
2362
Cottonwood Capital Advisors
Utah
$800K -$4.92K -39 -0.6%
OW
2363
Olistico Wealth
Oklahoma
$800K +$49.1K +397 +7%
EFG
2364
Ethos Financial Group
Pennsylvania
$796K -$39.9K -320 -5%
ST
2365
Somerset Trust
Pennsylvania
$795K +$26K +210 +3%
ORC
2366
O'Rourke & Company
Massachusetts
$795K +$742 +6 +0.1%
GKWIM
2367
Gerber Kawasaki Wealth & Investment Management
California
$795K +$4.71K +38 +0.6%
SWIG
2368
Strategic Wealth Investment Group
Kentucky
$793K +$793K +6,197 New
PWM
2369
Paulson Wealth Management
Illinois
$793K -$21.7K -175 -3%
OIA
2370
Optimum Investment Advisors
Illinois
$792K
FFG
2371
Fiduciary Financial Group
California
$792K +$792K +6,315 New
CH
2372
Canton Hathaway
Rhode Island
$792K
LWM
2373
Laidlaw Wealth Management
New York
$790K +$201K +1,625 +34%
WAAG
2374
Wealth Alliance Advisory Group
Kansas
$787K -$152K -1,224 -16%
AFG
2375
ABLE Financial Group
Arizona
$786K +$140K +1,133 +22%