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 %
BOM
2401
Bank of Marin
California
$789K -$1.32K -10 -0.2%
PCTC
2402
Perkins Coie Trust Company
Washington
$789K -$5.67K -43 -0.7%
RFN
2403
Redwood Financial Network
Ohio
$788K -$66.6K -505 -8%
CCM
2404
Cohen Capital Management
California
$787K
LWANC
2405
Laurel Wealth Advisors (North Carolina)
North Carolina
$783K
DTC
2406
Davidson Trust Company
Washington
$781K -$15.8K -120 -2%
VC
2407
Veracity Capital
Georgia
$781K +$45.1K +342 +6%
AA
2408
Addison Advisors
Vermont
$780K
AC
2409
Apella Capital
Connecticut
$780K +$45.5K +359 +6%
SWP
2410
Strategic Wealth Partners
Ohio
$779K -$549K -4,160 -41%
TC
2411
Trilogy Capital
California
$779K +$411K +3,112 +112%
Fiera Capital (Canada)
2412
Fiera Capital (Canada)
Quebec, Canada
$778K -$41.6K -315 -5%
JWM
2413
Janiczek Wealth Management
Colorado
$778K +$69.5K +526 +10%
WGC
2414
Watts Gwilliam & Co
Arizona
$777K +$777K +6,042 New
FAT
2415
First American Trust
California
$777K +$309K +2,342 +66%
CWM
2416
Concentric Wealth Management
California
$776K +$11.2K +85 +1%
CBFP
2417
Cedar Brook Financial Partners
Ohio
$776K -$9.1K -69 -1%
OL
2418
Owen LaRue
Kentucky
$774K -$210K -1,589 -21%
CBB
2419
Citizens Business Bank
California
$773K -$6.2K -47 -0.8%
EBT
2420
Enterprise Bank & Trust
Massachusetts
$769K +$1.32K +10 +0.2%
BCMLT
2421
Beacon Capital Management LLC (Tennessee)
Tennessee
$768K +$53K +402 +7%
CCM
2422
Crew Capital Management
Ohio
$767K +$259K +1,965 +51%
HP
2423
Holistic Planning
Texas
$766K +$6.99K +53 +0.9%
VFPI
2424
Vantage Financial Partners (Illinois)
Illinois
$765K -$19.8K -150 -3%
EAM
2425
EdenTree Asset Management
United Kingdom
$765K -$1.35M -10,200 -64%