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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
CC
576
Cadinha & Co
Hawaii
$17.2M -$46.7K -393 -0.3%
AWS
577
Atria Wealth Solutions
New York
$17M -$2.88M -24,254 -14%
RGC
578
Redwood Grove Capital
California
$17M +$5.99M +50,410 +51%
BHWM
579
Bar Harbor Wealth Management
New Hampshire
$17M -$38K -320 -0.2%
MGP
580
Metis Global Partners
California
$17M +$511K +4,298 +3%
Lido Advisors
581
Lido Advisors
California
$16.9M +$1.18M +9,927 +7%
HWM
582
HB Wealth Management
Georgia
$16.8M +$468K +3,942 +3%
AssetMark Inc
583
AssetMark Inc
California
$16.7M +$2.01M +16,911 +13%
BCM
584
Bourgeon Capital Management
Connecticut
$16.7M +$394K +3,316 +2%
IEFM
585
IQ EQ Fund Management
Ireland
$16.6M +$951K +8,008 +6%
MSRPS
586
Maryland State Retirement & Pension System
Maryland
$16.6M -$6.12M -51,516 -26%
ACA
587
Aptus Capital Advisors
Alabama
$16.6M +$5.21M +43,852 +43%
JFG
588
Jefferies Financial Group
New York
$16.6M +$4.38M +36,835 +34%
MC
589
Moors & Cabot
Massachusetts
$16.4M -$103K -867 -0.6%
SCA
590
Stonebridge Capital Advisors
Minnesota
$16.4M +$904K +7,612 +6%
RIM
591
Rakuten Investment Management
Japan
$16.3M +$4.25M +35,752 +33%
SCM
592
Shelton Capital Management
Colorado
$16.3M +$3.33M +28,030 +24%
HFS
593
Hantz Financial Services
Michigan
$16.3M -$800K -6,731 -4%
LSERS
594
Louisiana State Employees Retirement System
Louisiana
$16.2M -$71.3K -600 -0.4%
JF
595
Jump Financial
Illinois
$16.2M +$1.38M +11,605 +9%
NCM
596
Narwhal Capital Management
Georgia
$16.1M +$1.84M +15,510 +12%
BFA
597
Bragg Financial Advisors
North Carolina
$16.1M +$24K +202 +0.1%
IC
598
IEQ Capital
California
$16M +$1.13M +9,502 +7%
ASN
599
Advisory Services Network
Georgia
$16M
SAM
600
Securian Asset Management
Minnesota
$15.9M -$647K -5,442 -4%

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.