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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
GB
2901
Goepper Burkhardt
South Carolina
$362K -$17.8K -150 -4%
SFA
2902
Source Financial Advisors
New York
$362K +$12K +101 +3%
CWA
2903
Canvas Wealth Advisors
Kansas
$360K +$74.5K +627 +25%
PIA
2904
Panoramic Investment Advisors
Colorado
$360K +$376K +3,166 New
KFA
2905
Krane Funds Advisors
New York
$359K -$8.79K -74 -2%
IPW
2906
Intergy Private Wealth
Colorado
$357K +$9.5K +80 +3%
TW
2907
Towerpoint Wealth
California
$356K -$2.97K -25 -0.8%
BGAI
2908
Bruce G. Allen Investments
Colorado
$356K -$14K -118 -4%
SFB
2909
STAR Financial Bank
Indiana
$355K -$156K -1,313 -30%
MWA
2910
Motive Wealth Advisors
Michigan
$355K
BWFA
2911
Baltimore-Washington Financial Advisors
Maryland
$354K
AIP
2912
Almanack Investment Partners
Pennsylvania
$352K -$45.3K -381 -11%
GAM
2913
Gemmer Asset Management
California
$351K -$41.6K -350 -10%
VIA
2914
Virtus Investment Advisers
Connecticut
$351K -$87.8K -739 -19%
PSC
2915
Prentiss Smith & Co
Vermont
$351K -$53.5K -450 -13%
GRQ
2916
Gardner Russo & Quinn
Pennsylvania
$351K -$42.7K -359 -10%
WPW
2917
Warther Private Wealth
Ohio
$350K
RP
2918
Rice Partnership
Hawaii
$350K -$2.61K -22 -0.7%
WTFG
2919
Wells Trecaso Financial Group
Ohio
$349K -$303K -2,551 -45%
ATS
2920
Ashton Thomas Securities
New York
$349K +$25.8K +217 +8%
GPW
2921
Gentry Private Wealth
Kansas
$349K +$950 +8 +0.3%
I
2922
INVST
Indiana
$348K -$38K -320 -9%
KBFS
2923
Kohmann Bosshard Financial Services
Ohio
$348K
BA
2924
Ballew Advisors
Mississippi
$348K +$12.2K +103 +3%
BBA
2925
Braun-Bostich & Associates
Pennsylvania
$347K -$30.8K -259 -8%

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.