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 %
CW
2451
CIC Wealth
Maryland
$717K +$132K +1,063 +22%
CAM
2452
Campion Asset Management
Virginia
$714K
BCM
2453
Boltwood Capital Management
California
$713K +$3.71K +30 +0.5%
MI
2454
Motiv8 Investments
Florida
$713K +$2.6K +21 +0.4%
SIS
2455
Sound Income Strategies
Florida
$712K +$27.7K +224 +4%
CC
2456
Cornerstone Capital
California
$711K +$145K +1,170 +26%
HCM
2457
Hollencrest Capital Management
California
$710K +$124 +1 +0%
LL
2458
LWMG LLC
Minnesota
$709K -$34.7K -280 -5%
ATWA
2459
Arbor Trust Wealth Advisors
Michigan
$707K -$1.37K -11 -0.2%
CWM
2460
Concentric Wealth Management
California
$707K -$21K -170 -3%
CFG
2461
Clayton Financial Group
Missouri
$707K
KFA
2462
Kelleher Financial Advisors
New York
$707K -$89.6K -724 -11%
CCIA
2463
Cherry Creek Investment Advisors
Colorado
$707K -$8.05K -65 -1%
BOS
2464
Bank of Stockton
California
$705K +$260K +2,104 +59%
SWM
2465
Sugarloaf Wealth Management
Georgia
$703K +$743 +6 +0.1%
IF
2466
Ironwood Financial
Arizona
$703K +$4.33K +35 +0.6%
SWA
2467
Sax Wealth Advisors
New Jersey
$703K +$149K +1,200 +27%
WI
2468
WrapManager Inc
California
$702K +$86.3K +697 +14%
BOM
2469
Bank of Marin
California
$702K -$38.5K -311 -5%
LT
2470
Legacy Trust
Michigan
$701K -$9.29K -75 -1%
LAM
2471
Lynch Asset Management
Pennsylvania
$699K
USB
2472
Union Savings Bank
Connecticut
$699K
MWM
2473
Mittelman Wealth Management
Massachusetts
$698K +$256K +2,066 +58%
TPWA
2474
TRUE Private Wealth Advisors
Oregon
$698K -$2.35K -19 -0.3%
FAFN
2475
First Affirmative Financial Network
Colorado
$698K +$17.1K +138 +3%