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3,489 hedge funds and large institutions have $222B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,533 increasing their positions, 1,416 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $1.95B | Put options by funds: $1.77B

8% more repeat investments, than reductions

Existing positions increased: 1,533 | Existing positions reduced: 1,416

0.04% more ownership

Funds ownership: 77.22%77.26% (+0.04%)

9% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 160

2% less funds holding

Funds holding: 3,5443,489 (-55)

8% less capital invested

Capital invested by funds: $242B → $222B (-$20.5B)

41% less funds holding in top 10

Funds holding in top 10: 193114 (-79)

Holders
3,489
Holders Change
-55
Holders Change %
-1.55%
% of All Funds
50.1%
Holding in Top 10
114
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-40.93%
% of All Funds
1.64%
New
145
Increased
1,533
Reduced
1,416
Closed
160
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
2501
Schrum Private Wealth Management
Florida
$613K +$202K +1,697 +46%
SCA
2502
St. Clair Advisors
Ohio
$612K
Group One Trading
2503
Group One Trading
Illinois
$612K +$640K +5,385 New
MCA
2504
Millennium Capital Advisors
Arkansas
$611K -$11.3K -95 -2%
SLC
2505
Second Line Capital
Louisiana
$610K +$83.5K +703 +15%
Members Trust
2506
Members Trust
Florida
$610K -$9.27K -78 -1%
MA
2507
McBroom & Associates
Nevada
$610K +$54.1K +455 +9%
PCA
2508
Prosperity Capital Advisors
Ohio
$610K +$31K +261 +5%
CWG
2509
Crown Wealth Group
North Carolina
$609K -$594 -5 -0.1%
BAM
2510
Boyar Asset Management
New York
$609K +$111K +935 +21%
TP
2511
Tranquility Partners
Tennessee
$608K +$475 +4 +0.1%
SFP
2512
Sweet Financial Partners
Minnesota
$608K -$299K -2,514 -32%
HCP
2513
Hexagon Capital Partners
Arkansas
$607K -$20.2K -170 -3%
FI
2514
Financial Insights
Washington
$606K -$416K -3,502 -40%
LWM
2515
Lakeridge Wealth Management
Ohio
$605K -$12.2K -103 -2%
HFAS
2516
Hummer Financial Advisory Services
Illinois
$605K
EBSAM
2517
Eubel Brady & Suttman Asset Management
Ohio
$602K -$30.2K -254 -5%
1WM
2518
1900 Wealth Management
Texas
$602K +$594 +5 +0.1%
HGA
2519
Hobbs Group Advisors
South Carolina
$602K -$21.5K -181 -3%
NEWAS
2520
N.E.W. Advisory Services
Wisconsin
$600K +$40K +337 +7%
LL
2521
LWMG LLC
Minnesota
$598K -$54.8K -461 -8%
HTIM
2522
Harbour Trust & Investment Management
Indiana
$597K +$1.43K +12 +0.2%
EWS
2523
Evergreen Wealth Solutions
Pennsylvania
$597K -$66.8K -562 -10%
V
2524
ViaWealth
Kansas
$597K +$6.18K +52 +1%
AHL
2525
Abel Hall LLC
Louisiana
$597K -$594 -5 -0.1%

MRK Hedge Fund Activity: Q3 2024 in Review

3,489 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2024, worth a combined $222B — down 8.5% from $242B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of MRK and 145 opened new positions — a net loss of 15 holders — while 1,416 trimmed existing stakes and 1,533 added.

The largest buyer was Vanguard Group, adding an estimated $609M. The largest seller was DZ Bank, cutting an estimated $1.3B.

  • 3,489 institutional investors held Merck (MRK) as of Q3 2024, down from 3,544 in Q2 2024.
  • Funds reported $222B of Merck stock for Q3 2024, down 8.5% quarter-over-quarter.
  • 145 funds opened new Merck positions in Q3 2024 and 160 closed out, a net change of -15 holders.
  • The largest Merck buyer in Q3 2024 was Vanguard Group, an estimated $609M added.
  • The largest Merck seller in Q3 2024 was DZ Bank, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2024.