3,562 hedge funds and large institutions have $196B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,307 increasing their positions, 1,567 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,562
Holders Change
+102
Holders Change %
+2.95%
% of All Funds
47.41%
Holding in Top 10
72
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-35.71%
% of All Funds
0.96%
New
374
Increased
1,307
Reduced
1,567
Closed
206
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
2451
KDT Advisors
New York
$590K +$590K +5,926 New
CDWM
2452
Campbell Deegan Wealth Management
Virginia
$588K +$588K +5,913 New
SPWG
2453
Sage Private Wealth Group
Illinois
$588K +$14.2K +143 +2%
CH
2454
Canton Hathaway
Rhode Island
$587K -$49.8K -500 -8%
SNPAM
2455
St. Nicholas Private Asset Management
Florida
$587K +$587K +5,897 New
NCM
2456
Neumann Capital Management
California
$585K +$99.5K +1,000 +20%
PCTC
2457
Perkins Coie Trust Company
Washington
$585K
RCM
2458
RB Capital Management
Nevada
$584K -$14.4K -145 -2%
SMA
2459
Seven Mile Advisory
New Jersey
$583K +$94.6K +951 +19%
SCA
2460
St. Clair Advisors
Ohio
$582K +$46K +462 +9%
BFC
2461
Bedel Financial Consulting
Indiana
$580K +$628 +7 +0.1%
HCM
2462
Hollencrest Capital Management
California
$579K -$31K -312 -5%
SGK
2463
Steigerwald Gordon & Koch
Virginia
$578K -$1.69K -17 -0.3%
OFG
2464
Oxford Financial Group
Indiana
$578K -$4.48K -45 -0.8%
CFG
2465
Clayton Financial Group
Missouri
$576K -$3.38K -34 -0.6%
TWP
2466
Tempus Wealth Planning
California
$575K -$63.9K -642 -10%
IF
2467
Ironwood Financial
Arizona
$575K +$4.97K +50 +0.9%
BCMLT
2468
Beacon Capital Management LLC (Tennessee)
Tennessee
$574K -$42.1K -423 -7%
EBT
2469
Enterprise Bank & Trust
Massachusetts
$573K -$6.37K -64 -1%
VBFG
2470
Vishria Bird Financial Group
Tennessee
$573K -$1.69K -17 -0.3%
OCG
2471
Opus Capital Group
Ohio
$571K -$127K -1,276 -18%
BCM
2472
Boltwood Capital Management
California
$571K -$9.95K -100 -2%
BWM
2473
Birchcreek Wealth Management
Ohio
$571K +$81.1K +815 +17%
WWM
2474
Wagner Wealth Management
South Carolina
$570K -$20.2K -203 -3%
SWP
2475
Strategic Wealth Partners
Ohio
$570K -$28.3K -335 -5%