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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
ISL
451
Ingalls & Snyder LLC
New York
$27.7M -$368K -3,097 -1%
PFC
452
Poplar Forest Capital
California
$27.6M +$1.41M +11,893 +5%
WIC
453
Wilkins Investment Counsel
Massachusetts
$27.5M -$224K -1,884 -0.8%
RPAM
454
Rhenman & Partners Asset Management
Sweden
$27.4M +$7.84M +66,000 +38%
EMPI
455
Elo Mutual Pension Insurance
Finland
$27.3M +$1.54M +12,944 +6%
CWM
456
Congress Wealth Management
Massachusetts
$27.3M +$6.61M +55,659 +30%
P
457
&Partners
Tennessee
$27.1M +$17.4M +146,691 +161%
LCM
458
Laurion Capital Management
New York
$26.9M +$28.1M +236,779 New
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.8M -$982K -8,268 -3%
BBHC
460
Brown Brothers Harriman & Co
New York
$26.6M +$49.9K +420 +0.2%
LBA
461
Letko, Brosseau & Associates
Quebec, Canada
$26.4M -$229K -1,930 -0.8%
UB
462
UMB Bank
Missouri
$26.3M -$5.68M -47,793 -17%
ACI
463
Alpha Cubed Investments
California
$26.3M +$894K +7,529 +3%
Wealthfront Advisers
464
Wealthfront Advisers
California
$26M -$1.41M -11,830 -5%
RMA
465
Roffman Miller Associates
Pennsylvania
$26M -$2.96M -24,939 -10%
CCMIC
466
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$25.7M +$549K +4,624 +2%
AAS
467
Avantax Advisory Services
Texas
$25.7M -$121K -1,021 -0.4%
KPWS
468
Kestra Private Wealth Services
Texas
$25.5M +$111K +936 +0.4%
SFM
469
Stack Financial Management
Montana
$25.5M +$381K +3,207 +1%
VA
470
Vident Advisory
Georgia
$25.5M +$8.95M +75,350 +51%
CA
471
CapWealth Advisors
Tennessee
$25.1M +$699K +5,880 +3%
SJIC
472
St. James Investment Company
Texas
$25M -$1.61M -13,575 -6%
BSA
473
Braun Stacey Associates
New York
$24.9M -$933K -7,853 -3%
EWA
474
EP Wealth Advisors
California
$24.7M +$3.26M +27,461 +14%
OPERF
475
Oregon Public Employees Retirement Fund
Oregon
$24.6M -$83.2K -700 -0.3%

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.