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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
IIM
326
INTECH Investment Management
Florida
$47.4M +$14.6M +122,590 +42%
SA
327
Sanctuary Advisors
Indiana
$47M +$814K +6,855 +1%
SAI
328
Systematic Alpha Investments
New Jersey
$46.6M
SCI
329
S&CO Inc
Massachusetts
$45.8M +$499K +4,200 +1%
LA
330
LBP AM
France
$45.3M +$20.6M +173,643 +77%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$45.3M -$729K -6,134 -2%
NA
332
NewEdge Advisors
Louisiana
$44.7M -$31.1M -261,688 -40%
SOADOR
333
State of Alaska Department of Revenue
Alaska
$44.7M -$5.06M -42,625 -10%
TAM
334
Trillium Asset Management
Massachusetts
$44.6M -$686K -5,773 -1%
TIAA Trust, National Association
335
TIAA Trust, National Association
North Carolina
$44.4M -$2.48M -20,876 -5%
USAA
336
United Services Automobile Association
Texas
$44.3M -$14.4M -120,928 -24%
Lord, Abbett & Co
337
Lord, Abbett & Co
New Jersey
$44.3M +$26M +218,980 +128%
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44M -$381K -3,211 -0.8%
RT
339
Rockland Trust
Massachusetts
$43.9M -$1.77M -14,917 -4%
TC
340
TownSquare Capital
Utah
$43.8M +$1.11M +9,305 +2%
PP
341
Prudential plc
United Kingdom
$43.5M +$158K +1,327 +0.3%
BEI
342
Benjamin Edwards Inc
Missouri
$43.4M +$42M +353,692 +1,261%
ST
343
Sabal Trust
Florida
$43.3M -$889K -7,480 -2%
ASC
344
Atalanta Sosnoff Capital
New York
$43.2M -$24.3M -204,404 -35%
VDI
345
Vaughan David Investments
Illinois
$43M +$393K +3,306 +0.9%
BAM
346
Berkshire Asset Management
Pennsylvania
$42.9M
BMSSC
347
B. Metzler seel. Sohn & Co
Germany
$42.4M -$1.42M -11,990 -3%
WF
348
Welch & Forbes
Massachusetts
$41.7M -$528K -4,446 -1%
Walleye Capital
349
Walleye Capital
New York
$41.2M +$13.4M +112,653 +45%
MHC
350
Meyer Handelman Company
New York
$41.1M +$444K +3,738 +1%

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.