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 %
FAG
2351
Fortitude Advisory Group
Washington
$736K
BFC
2352
Bedel Financial Consulting
Indiana
$734K -$60.8K -535 -8%
SIC
2353
Sigma Investment Counselors
Michigan
$733K +$61K +537 +9%
AP
2354
Adero Partners
California
$732K -$23.2K -204 -3%
JSL
2355
JT Stratford LLC
Georgia
$731K +$63.3K +557 +9%
HS
2356
Horan Securities
United States
$731K +$265K +2,332 +57%
CSC
2357
Caldwell Sutter Capital
California
$730K -$153K -1,343 -17%
NCTC
2358
New Covenant Trust Company
Indiana
$730K +$50.1K +441 +7%
IP
2359
Intellectus Partners
California
$730K +$730K +6,426 New
TWP
2360
Tempus Wealth Planning
California
$730K +$35.1K +309 +5%
MCA
2361
MSH Capital Advisors
Arizona
$729K -$13.7K -121 -2%
AAP
2362
Arax Advisory Partners
Colorado
$727K +$29.2K +257 +4%
CAC
2363
Certified Advisory Corp
Florida
$727K +$29.2K +257 +4%
CH
2364
Canton Hathaway
Rhode Island
$727K
NRI
2365
NFP Retirement Inc
California
$727K -$164K -1,444 -18%
PA
2366
Prossimo Advisors
California
$725K +$7.04K +62 +1%
SWA
2367
Sax Wealth Advisors
New Jersey
$725K +$80.3K +707 +12%
AWM
2368
Altus Wealth Management
Kentucky
$724K +$4.09K +36 +0.6%
CPWA
2369
Cerro Pacific Wealth Advisors
California
$724K
MIM
2370
Moseley Investment Management
Florida
$721K +$1.93K +17 +0.3%
CPC
2371
Congress Park Capital
New York
$719K
PWM
2372
Paulson Wealth Management
Illinois
$718K -$8.97K -79 -1%
TWP
2373
Tower Wealth Partners
Pennsylvania
$716K -$179K -1,577 -20%
EFG
2374
Ethos Financial Group
Pennsylvania
$716K -$15.1K -132 -2%
CMAI
2375
Capital Management Associates Inc
Minnesota
$716K +$716K +6,301 New