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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
II
276
IFM Investors
Australia
$60.4M +$426K +3,586 +0.7%
RCM
277
Radnor Capital Management
Pennsylvania
$60.2M +$1.29M +10,827 +2%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$60M -$839K -7,059 -1%
TRSOTSOK
279
Teachers Retirement System of the State of Kentucky
Kentucky
$58.9M +$1.54M +12,940 +3%
CNB
280
Czech National Bank
Czech Republic
$58.6M +$4.01M +33,717 +7%
Connor, Clark & Lunn Investment Management (CC&L)
281
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$58.6M -$94.1M -792,148 -61%
IMRF
282
Illinois Municipal Retirement Fund
Illinois
$58.4M -$978K -8,234 -2%
WT
283
Whittier Trust
California
$57.5M +$1.04M +8,734 +2%
SPIA
284
Steward Partners Investment Advisory
New York
$57.4M +$1.72M +14,445 +3%
DLA
285
Douglas Lane & Associates
New York
$57.1M -$962K -8,095 -2%
BBVA
286
Banco Bilbao Vizcaya Argentaria
Spain
$57M +$307K +2,583 +0.5%
ProShare Advisors
287
ProShare Advisors
Maryland
$56.9M -$2.42M -20,331 -4%
AWM
288
AE Wealth Management
Kansas
$56.8M +$11M +92,811 +23%
HPG
289
Harvest Portfolios Group
Ontario, Canada
$56.8M +$9.46M +79,662 +19%
AAP
290
Aristotle Atlantic Partners
Florida
$56.4M
QCM
291
QRG Capital Management
Illinois
$56.3M +$1.03M +8,659 +2%
BS
292
Banco Santander
Spain
$56.3M -$572K -4,817 -1%
HWA
293
Heritage Wealth Advisors
Virginia
$56.2M +$1.9M +16,022 +3%
CWM
294
CIBC World Markets
New York
$55.5M +$7.93M +66,733 +16%
FWIA
295
Fort Washington Investment Advisors
Ohio
$55.3M +$1.27M +10,731 +2%
BTCPP
296
Border to Coast Pensions Partnership
United Kingdom
$54.3M +$2.43M +20,448 +4%
DCM
297
Donaldson Capital Management
Indiana
$53.9M -$1.48M -12,457 -3%
SC
298
Sapient Capital
Indiana
$53.7M -$615K -5,174 -1%
Vontobel Holding
299
Vontobel Holding
Switzerland
$53.5M -$4.31M -36,292 -7%
ZIG
300
Zurich Insurance Group
Switzerland
$53M -$70.6M -594,534 -56%

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.