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 %
THWM
2426
Taylor Hoffman Wealth Management
Virginia
$739K +$16.1K +126 +2%
CCM
2427
Cohen Capital Management
California
$739K
BCMLT
2428
Beacon Capital Management LLC (Tennessee)
Tennessee
$738K +$17.1K +138 +2%
GC
2429
Garde Capital
Washington
$737K -$16.5K -133 -2%
DTC
2430
Davidson Trust Company
Washington
$736K +$3.47K +28 +0.5%
CCM
2431
Crew Capital Management
Ohio
$735K +$15.5K +125 +2%
RFN
2432
Redwood Financial Network
Ohio
$735K -$3.84K -31 -0.5%
AWM
2433
Absher Wealth Management
North Carolina
$735K -$53.2K -430 -7%
SIC
2434
Sigma Investment Counselors
Michigan
$732K +$40.6K +328 +6%
MCP
2435
Mirador Capital Partners
California
$731K -$78.5K -634 -10%
CWMGP
2436
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$729K +$175K +1,416 +32%
JSL
2437
JT Stratford LLC
Georgia
$728K -$19.1K -154 -3%
MSCM
2438
McElhenny Sheffield Capital Management
Texas
$727K -$35.8K -289 -5%
WWM
2439
Wagner Wealth Management
South Carolina
$725K -$62.4K -504 -8%
CPWA
2440
Cerro Pacific Wealth Advisors
California
$724K +$724K +5,848 New
JFA
2441
JNBA Financial Advisors
Minnesota
$722K -$24.8K -200 -3%
EBT
2442
Enterprise Bank & Trust
Massachusetts
$721K
EWS
2443
Evergreen Wealth Solutions
Pennsylvania
$721K -$50.8K -410 -7%
DPIM
2444
Duff & Phelps Investment Management
Illinois
$720K -$2.9M -23,421 -80%
MA
2445
MKT Advisors
California
$720K +$14.4K +114 +2%
MSR
2446
Main Street Research
Connecticut
$719K +$39K +313 +6%
MWPCG
2447
Measured Wealth Private Client Group
New Hampshire
$719K -$53K -428 -7%
VFPI
2448
Vantage Financial Partners (Illinois)
Illinois
$718K
EAM
2449
EdenTree Asset Management
United Kingdom
$718K
OL
2450
Owen LaRue
Kentucky
$717K -$8.42K -68 -1%