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 %
AA
2426
Addison Advisors
Vermont
$666K -$43.7K -385 -6%
OFG
2427
Oxford Financial Group
Indiana
$665K -$323K -2,846 -33%
IC
2428
Iconiq Capital
California
$665K +$449K +3,958 +209%
BCM
2429
Boltwood Capital Management
California
$663K +$8.52K +75 +1%
SGK
2430
Steigerwald Gordon & Koch
Virginia
$662K +$73K +643 +12%
CFG
2431
Clayton Financial Group
Missouri
$662K +$53.5K +471 +9%
BOS
2432
Bank of Stockton
California
$662K +$14.8K +130 +2%
EBT
2433
Enterprise Bank & Trust
Massachusetts
$661K
AGWCA
2434
Annis Gardner Whiting Capital Advisors
Florida
$661K -$156K -1,366 -19%
KFA
2435
Kelleher Financial Advisors
New York
$660K +$11.4K +100 +2%
JFA
2436
JNBA Financial Advisors
Minnesota
$657K -$5.45K -48 -0.8%
AWM
2437
Accel Wealth Management
Iowa
$656K -$26.9K -237 -4%
HI
2438
Human Investing
Oregon
$655K +$22.7K +200 +4%
VBFG
2439
Vishria Bird Financial Group
Tennessee
$655K +$102K +896 +18%
PCM
2440
Pennsylvania Capital Management
Pennsylvania
$655K +$196K +1,722 +43%
SPWG
2441
Sage Private Wealth Group
Illinois
$655K +$59.7K +526 +10%
IF
2442
Ironwood Financial
Arizona
$651K +$5.91K +52 +0.9%
RIA
2443
Realta Investment Advisors
Delaware
$651K -$1.03M -9,369 -61%
KC
2444
Kingfisher Capital
North Carolina
$648K +$14.8K +130 +2%
JGGDR
2445
JGP Global Gestao de Recursos
Brazil
$647K +$80.1K +705 +14%
SWM
2446
Sugarloaf Wealth Management
Georgia
$646K +$795 +7 +0.1%
USB
2447
Union Savings Bank
Connecticut
$646K +$3.98K +35 +0.6%
CAM
2448
Campion Asset Management
Virginia
$645K -$9.65K -85 -1%
MSCM
2449
McElhenny Sheffield Capital Management
Texas
$644K -$22.6K -199 -3%
CW
2450
CIC Wealth
Maryland
$643K -$14.3K -126 -2%