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 %
TA
2401
TFG Advisers
Michigan
$766K +$24.8K +200 +3%
NB
2402
Nicolet Bankshares
Wisconsin
$766K -$7.68K -62 -1%
CF
2403
Copperwynd Financial
Arizona
$761K +$51.9K +459 +7%
AAP
2404
Arax Advisory Partners
Colorado
$761K +$110K +885 +17%
SGCA
2405
Steel Grove Capital Advisors
Tennessee
$761K -$2.2M -17,768 -74%
CAC
2406
Certified Advisory Corp
Florida
$761K +$68.6K +554 +10%
FAT
2407
First American Trust
California
$761K +$31.6K +255 +4%
SAI
2408
Savvy Advisors Inc
New York
$760K +$407K +3,285 +115%
APW
2409
Austin Private Wealth
Texas
$759K +$39.1K +316 +5%
OAM
2410
Oxford Asset Management
United Kingdom
$758K +$758K +6,125 New
BFWA
2411
Benchmark Financial Wealth Advisors
Florida
$758K +$154K +1,245 +26%
TWP
2412
Tempus Wealth Planning
California
$757K +$50.9K +411 +7%
BIA
2413
Benchmark Investment Advisors
Illinois
$753K +$212K +1,710 +39%
NCTC
2414
New Covenant Trust Company
Indiana
$752K -$17.2K -137 -2%
SIC
2415
Sterling Investment Counsel
New York
$751K -$45.7K -369 -6%
SMH
2416
Sanders Morris Harris
Texas
$751K
FSA
2417
Financial Security Advisor
Virginia
$750K +$1.5K +12 +0.2%
LWANC
2418
Laurel Wealth Advisors (North Carolina)
North Carolina
$749K +$14.9K +120 +2%
S
2419
SimplyRich
California
$749K +$128K +1,032 +21%
RSWA
2420
Robinson Smith Wealth Advisors
Maine
$748K +$1.98K +16 +0.3%
AWM
2421
Accel Wealth Management
Iowa
$744K +$136K +1,099 +22%
ZAM
2422
Zevin Asset Management
Massachusetts
$744K
LIM
2423
Lathrop Investment Management
Arkansas
$744K
SAM
2424
S.A. Mason
Michigan
$743K +$37.9K +306 +5%
PCTC
2425
Perkins Coie Trust Company
Washington
$740K