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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
William Blair Investment Management
426
William Blair Investment Management
Illinois
$30.9M +$4.03M +33,950 +14%
AAM
427
Advisors Asset Management
Colorado
$30.5M -$255K -2,147 -0.8%
VPIM
428
Vanguard Personalized Indexing Management
California
$30.4M -$808K -6,802 -2%
BPA
429
Beacon Pointe Advisors
California
$30.4M -$506K -4,259 -2%
CNAM
430
Campbell Newman Asset Management
Wisconsin
$30.3M -$65.1K -548 -0.2%
Mirae Asset Global ETFs Holdings
431
Mirae Asset Global ETFs Holdings
Hong Kong
$29.8M -$12.5M -104,972 -29%
JAM
432
Jupiter Asset Management
United Kingdom
$29.7M +$30.7M +258,700 +8,541%
Rafferty Asset Management
433
Rafferty Asset Management
New York
$29.6M -$2.1M -17,704 -6%
MWM
434
Moran Wealth Management
Florida
$29.6M -$11.1M -93,556 -26%
JGC
435
J. Goldman & Co
New York
$29.4M -$45.9M -386,730 -60%
AI
436
Atria Investments
North Carolina
$29.3M -$1.13M -9,519 -4%
GIM
437
Generate Investment Management
New Zealand
$29.2M +$19.3M +162,482 +172%
SIC
438
Salem Investment Counselors
North Carolina
$28.9M +$92.3K +777 +0.3%
NPF
439
Norris Perne & French
Michigan
$28.9M +$6.16M +51,858 +26%
AFCM
440
Applied Finance Capital Management
Puerto Rico
$28.7M +$288K +2,422 +1%
EAM
441
Erste Asset Management
Austria
$28.5M +$3.2M +26,910 +12%
RAM
442
RWC Asset Management
United Kingdom
$28.4M -$232K -1,954 -0.8%
BMCM
443
Bryn Mawr Capital Management
Pennsylvania
$28.4M -$297K -2,504 -1%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$28.3M -$4.76M -40,066 -13%
EF
445
Empowered Funds
Pennsylvania
$28.2M +$17.5M +147,267 +146%
TSW
446
Thompson Siegel & Walmsley
Virginia
$28.2M -$129K -1,083 -0.4%
CIP
447
Chartwell Investment Partners
Pennsylvania
$28.1M -$1.8M -15,191 -6%
WTC
448
WhitTier Trust Company
Nevada
$28.1M -$76.2K -641 -0.3%
CGH
449
Crossmark Global Holdings
Texas
$28M +$6.78M +57,106 +30%
CFG
450
Citizens Financial Group
Rhode Island
$27.8M +$923K +7,769 +3%

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.