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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
PBF
2826
Petix & Botte Financial
California
$397K
CIG
2827
Cairn Investment Group
Washington
$397K -$26.7K -225 -6%
RFA
2828
Rollins Financial Advisors
New York
$397K +$238 +2 +0.1%
CAWM
2829
Capital Advisors Wealth Management
Washington
$397K -$6.42K -54 -2%
ANB
2830
Amarillo National Bank
Texas
$397K
MWM
2831
MBE Wealth Management
Wisconsin
$397K -$11.8K -99 -3%
LWM
2832
Liberty Wealth Management
California
$396K -$7.77M -65,364 -95%
FMP
2833
Financial Management Professionals
Texas
$396K -$37.5K -316 -8%
ALC
2834
Alexander Labrunerie & Co
Missouri
$396K +$356 +3 +0.1%
UPS
2835
UHLMANN PRICE SECURITIES
Illinois
$396K +$414K +3,486 New
IIA
2836
Integral Investment Advisors
California
$395K -$23.5K -198 -5%
AMCA
2837
Arthur M. Cohen & Associates
Illinois
$395K +$14.3K +120 +4%
TWM
2838
Tradition Wealth Management
Minnesota
$394K -$55.5K -467 -12%
GWM
2839
Gibbs Wealth Management
Georgia
$394K +$140K +1,176 +51%
SWG
2840
Summit Wealth Group
Vermont
$394K +$356 +3 +0.1%
PFG
2841
Prosperity Financial Group
California
$394K +$11.3K +95 +3%
PG
2842
Prostatis Group
Maryland
$394K -$12.5K -105 -3%
WB
2843
West Bancorporation
Iowa
$393K +$7.13K +60 +2%
FA
2844
Fiducient Advisors
Illinois
$393K +$18.7K +157 +5%
GWP
2845
Gateway Wealth Partners
Wisconsin
$393K +$2.38K +20 +0.6%
LSA
2846
Lion Street Advisors
Texas
$392K +$69.7K +587 +20%
WAM
2847
Wallington Asset Management
Indiana
$392K +$118K +993 +40%
TAM
2848
Taurus Asset Management
New York
$392K
VFG
2849
Valley Financial Group
Pennsylvania
$391K -$1.78K -15 -0.4%
SXL
2850
Summit X LLC
Missouri
$390K -$13.8K -116 -4%

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.