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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
BCM
826
BTC Capital Management
Iowa
$8.36M +$12K +101 +0.1%
TCOT
827
Trust Company of Toledo
Ohio
$8.35M +$38K +320 +0.4%
CAC
828
Core Alternative Capital
Georgia
$8.34M -$772K -6,497 -8%
VFA
829
Valeo Financial Advisors
Indiana
$8.29M -$484K -4,076 -4%
RPC
830
Rossmore Private Capital
Connecticut
$8.28M +$51.1K +430 +0.6%
SFWA
831
Summit Financial Wealth Advisors
Louisiana
$8.24M +$90.5K +762 +1%
RHAM
832
Round Hill Asset Management
California
$8.23M -$59.4K -500 -0.7%
PWP
833
Principle Wealth Partners
Connecticut
$8.22M +$208K +1,750 +2%
SVCP
834
Silicon Valley Capital Partners
California
$8.21M +$1.07M +8,982 +14%
FB
835
Fulton Bank
Pennsylvania
$8.17M -$178K -1,497 -2%
LFAS
836
Level Four Advisory Services
Texas
$8.15M -$1.61M -13,540 -15%
MHIC
837
Marble Harbor Investment Counsel
Massachusetts
$8.14M -$29.9K -252 -0.4%
RDWM
838
Red Door Wealth Management
Tennessee
$8.11M +$397K +3,343 +5%
LW
839
Linscomb Wealth
Texas
$8.11M -$16K -135 -0.2%
PCA
840
Private Capital Advisors
Connecticut
$8.09M
HAG
841
HighPoint Advisor Group
Illinois
$8.07M -$934K -7,861 -10%
1IA
842
1834 Investment Advisors
Wisconsin
$8.05M -$112K -946 -1%
SIM
843
Seaview Investment Managers
Florida
$8.04M -$158K -1,331 -2%
PCA
844
Pallas Capital Advisors
Massachusetts
$8.04M +$815K +6,859 +10%
MDCM
845
Morgan Dempsey Capital Management
Wisconsin
$7.99M -$1.07M -9,027 -11%
SFS
846
Sowell Financial Services
Arkansas
$7.98M +$511K +4,304 +7%
CC
847
Courier Capital
New York
$7.97M -$41.1K -346 -0.5%
FCH
848
Freestone Capital Holdings
Washington
$7.95M +$385K +3,244 +5%
MMA
849
Miracle Mile Advisors
California
$7.95M -$942K -7,932 -10%
LOPW
850
Live Oak Private Wealth
North Carolina
$7.94M +$89.1K +750 +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.