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 %
SP
2351
Successful Portfolios
Florida
$678K
FWA
2352
FSM Wealth Advisors
Ohio
$676K -$49.5K -492 -7%
SIC
2353
Sigma Investment Counselors
Michigan
$675K +$32.8K +330 +5%
NFG
2354
Nadler Financial Group
Illinois
$674K -$11.6K -117 -2%
PWA
2355
Provenance Wealth Advisors
Florida
$673K +$637K +6,400 +1,730%
HP
2356
Holistic Planning
Texas
$669K -$22.3K -224 -3%
LWM
2357
Lyell Wealth Management
California
$668K +$15.1K +152 +2%
CWM
2358
Cranbrook Wealth Management
Michigan
$668K -$4.08K -41 -0.6%
SCG
2359
Sonata Capital Group
Washington
$667K +$199 +2 +0%
TFF
2360
The Family Firm
Maryland
$666K -$5.77K -58 -0.9%
DIM
2361
Delta Investment Management
California
$666K -$11.1K -112 -2%
HR
2362
Hardy Reed
Mississippi
$665K -$890K -8,947 -57%
GWM
2363
Greenwich Wealth Management
Connecticut
$664K +$168K +1,686 +34%
FH
2364
Financial Harvest
Florida
$662K +$662K +6,656 New
RMF
2365
Red Mountain Financial
Colorado
$662K +$398 +4 +0.1%
AGP
2366
Aspire Growth Partners
Florida
$658K +$658K +6,615 New
ACM
2367
Avalon Capital Management
California
$657K -$24.9K -250 -4%
WDC
2368
Woodward Diversified Capital
California
$657K -$375K -3,770 -36%
LWANC
2369
Laurel Wealth Advisors (North Carolina)
North Carolina
$657K +$895 +9 +0.1%
GKWIM
2370
Gerber Kawasaki Wealth & Investment Management
California
$656K +$37.7K +379 +6%
AAP
2371
Arax Advisory Partners
Colorado
$655K +$17.9K +180 +3%
OWA
2372
Octavia Wealth Advisors
Ohio
$654K -$12.8K -128 -2%
VC
2373
Vicus Capital
Pennsylvania
$654K -$4.08K -41 -0.6%
SAM
2374
Summit Asset Management
Tennessee
$653K
BC
2375
Barrett & Company
Rhode Island
$651K +$24.9K +250 +4%