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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
SFC
3151
SYM Financial Corp
Indiana
$243K +$2.02K +17 +0.8%
VR
3152
Valued Retirements
Texas
$243K
CCA
3153
Cadent Capital Advisors
Oklahoma
$243K -$68.5K -577 -21%
AFWM
3154
Abich Financial Wealth Management
Virginia
$242K +$215K +1,807 +554%
W
3155
WorthPointe
California
$242K +$55.4K +466 +28%
DCM
3156
Delta Capital Management
New Jersey
$242K
FWSM
3157
First Wilshire Securities Management
California
$242K
AWM
3158
AAF Wealth Management
Massachusetts
$242K +$253K +2,130 New
HBCM
3159
Heron Bay Capital Management
Michigan
$241K +$252K +2,122 New
PAG
3160
Paladin Advisory Group
Iowa
$240K
HCM
3161
Hutchinson Capital Management
California
$240K +$7.37K +62 +3%
SWA
3162
ShankerValleau Wealth Advisors
Illinois
$239K
EA
3163
Enclave Advisors
Texas
$239K +$250K +2,105 New
SFP
3164
Sterling Financial Planning
New Jersey
$239K
BBNB
3165
Baker Boyer National Bank
Washington
$239K
OBWP
3166
O'Brien Wealth Partners
Massachusetts
$238K -$2.38K -20 -0.9%
MIM
3167
Merrion Investment Management
New Jersey
$238K -$95K -800 -28%
USWIA
3168
UP Strategic Wealth Investment Advisors
Pennsylvania
$238K +$249K +2,094 New
AIC
3169
Argus Investors Counsel
New York
$238K -$94K -791 -27%
FCM
3170
Family Capital Management
Michigan
$237K +$2.85K +24 +1%
WI
3171
Wedgewood Investors
Pennsylvania
$237K
FA
3172
Fortis Advisors
Pennsylvania
$237K
LWA
3173
Lantern Wealth Advisors
New York
$237K +$4.16K +35 +2%
AWA
3174
Aletheian Wealth Advisors
Washington
$236K -$41.3K -348 -14%
RA
3175
Riversedge Advisors
Delaware
$236K -$54.9K -462 -18%

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.