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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
FNBT
626
FineMark National Bank & Trust
Florida
$14.9M -$138K -1,165 -0.9%
PD
627
Point72 (DIFC)
United Arab Emirates
$14.6M +$9.26M +77,968 +154%
FRM
628
Foundation Resource Management
Arkansas
$14.5M -$32.4K -273 -0.2%
SCA
629
Snowden Capital Advisors
New York
$14.5M -$65.2K -549 -0.4%
BRWA
630
B. Riley Wealth Advisors
Florida
$14.4M -$2.44M -20,562 -14%
TCOV
631
Trust Company of Vermont
Vermont
$14.4M -$309K -2,602 -2%
WAG
632
Wallace Advisory Group
California
$14.3M -$4.87K -41 -0%
PP
633
Patten & Patten
Tennessee
$14.3M -$102K -860 -0.7%
PCM
634
Parsons Capital Management
Rhode Island
$14.3M -$46.8K -394 -0.3%
BDWCC
635
B&D White Capital Company
Texas
$14.2M +$14.9M +125,075 New
AAIM
636
American Assets Investment Management
California
$14.2M
WC
637
Woodstock Corp
Massachusetts
$14.2M -$237K -1,993 -2%
CIA
638
CCM Investment Advisers
South Carolina
$14.2M -$219K -1,841 -1%
CA
639
Clearstead Advisors
Ohio
$14.1M +$618K +5,206 +4%
ACM
640
Advisors Capital Management
New Jersey
$14.1M +$5.42M +45,586 +58%
HIP
641
HUB Investment Partners
Texas
$14.1M +$559K +4,702 +4%
NMERB
642
New Mexico Educational Retirement Board
New Mexico
$14.1M -$451K -3,800 -3%
LNWWM
643
Laird Norton Wetherby Wealth Management
California
$14M -$367K -3,088 -2%
EWM
644
Edge Wealth Management
New York
$14M -$53.5K -450 -0.4%
GIA
645
GHP Investment Advisors
Colorado
$14M +$203K +1,706 +1%
CAG
646
Crestwood Advisors Group
Massachusetts
$13.9M +$46.6K +392 +0.3%
SBIA
647
Sheaff Brock Investment Advisors
Indiana
$13.9M +$622K +5,237 +4%
CGPCS
648
Capital Group Private Client Services
California
$13.9M -$117K -981 -0.8%
CIS
649
Connors Investor Services
Pennsylvania
$13.9M +$41K +345 +0.3%
LNB
650
Ledyard National Bank
$13.8M -$785K -6,606 -5%

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.