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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
GIM
3226
Guild Investment Management
California
$221K
CA
3227
Crane Advisory
California
$221K
SC
3228
Scholtz & Company
Connecticut
$221K -$142K -1,195 -38%
EL
3229
EWA LLC
Pennsylvania
$221K -$77.1K -649 -22%
AWM
3230
Able Wealth Management
New Jersey
$221K
MFG
3231
MTM Financial Group
Pennsylvania
$220K
VWM
3232
Vivid Wealth Management
Iowa
$220K -$713 -6 -0.3%
CTB
3233
Country Trust Bank
Illinois
$220K +$65.3K +550 +40%
BAM
3234
Bosun Asset Management
Illinois
$219K +$8.67K +73 +4%
SAM
3235
Seelaus Asset Management
New Jersey
$219K +$34.8K +293 +18%
PSP
3236
Pacific Sage Partners
Washington
$219K -$5.58K -47 -2%
GCA
3237
Greenwood Capital Associates
South Carolina
$219K -$1.46M -12,305 -86%
JCFM
3238
JBR Co Financial Management
Oklahoma
$219K
LC
3239
Landaas & Company
Wisconsin
$218K +$594 +5 +0.3%
DWM
3240
Denver Wealth Management
Colorado
$217K +$1.31K +11 +0.6%
SRC
3241
Stone Run Capital
New York
$217K +$713 +6 +0.3%
DW30
3242
Drucker Wealth 3.0
New Jersey
$216K -$4.87K -41 -2%
AC
3243
ASB Consultores
Florida
$216K -$236K -1,983 -51%
KPPF
3244
Klein Pavlis & Peasley Financial
California
$215K +$21.3K +179 +10%
MSF
3245
Mustard Seed Financial
Arkansas
$215K +$4.28K +36 +2%
CWM
3246
Collaborative Wealth Management
Florida
$215K +$2.02K +17 +0.9%
TC
3247
TAGStone Capital
North Carolina
$215K +$7.13K +60 +3%
CIA
3248
Cascade Investment Advisors
Oregon
$215K
ERWM
3249
Elk River Wealth Management
Colorado
$215K
WWP
3250
WR Wealth Planners
Missouri
$214K -$47.2K -397 -17%

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.