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 %
MAM
2451
Milestone Asset Management
Pennsylvania
$643K +$643K +5,661 New
SCA
2452
Southern Capital Advisors
Tennessee
$642K +$120K +1,058 +23%
MA
2453
MKT Advisors
California
$640K
CWM
2454
Concentric Wealth Management
California
$640K -$8.52K -75 -1%
SIS
2455
Sound Income Strategies
Florida
$638K -$14.9K -131 -2%
CCIA
2456
Cherry Creek Investment Advisors
Colorado
$638K -$9.99K -88 -2%
SJL
2457
Shayne & Jacobs LLC
Tennessee
$637K +$11.4K +100 +2%
APWM
2458
Argonautica Private Wealth Management
Massachusetts
$636K
WP
2459
Westmount Partners
California
$633K +$19.5K +172 +3%
CC
2460
Cornerstone Capital
California
$632K -$19.9K -175 -3%
CA
2461
Cortland Associates
Missouri
$632K +$2.73K +24 +0.4%
AFT
2462
Alpha Family Trust
California
$631K
BSSFA
2463
Baron Silver Stevens Financial Advisors
Florida
$631K +$55.1K +485 +10%
TPWA
2464
TRUE Private Wealth Advisors
Oregon
$630K -$9.88K -87 -2%
RSWA
2465
Robinson Smith Wealth Advisors
Maine
$630K -$56.3K -496 -8%
BAM
2466
Blueshift Asset Management
New Jersey
$629K +$322K +2,834 +105%
DWM
2467
Defined Wealth Management
Oregon
$629K +$2.73K +24 +0.4%
OCM
2468
Orion Capital Management
California
$629K
MC
2469
Mathes Company
New York
$627K -$2.84K -25 -0.5%
CCT
2470
Capital City Trust
Florida
$626K +$15.7K +138 +3%
WC
2471
Westhampton Capital
North Carolina
$626K
CA
2472
CWC Advisors
Oregon
$624K +$624K +5,498 New
Fiera Capital (Canada)
2473
Fiera Capital (Canada)
Quebec, Canada
$624K +$71.4K +629 +13%
HA
2474
Harfst & Associates
Wyoming
$622K -$87.6K -771 -12%
BLAM
2475
Bourne Lent Asset Management
New York
$621K