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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
SW
876
SteelPeak Wealth
California
$7.4M +$4.03M +33,906 +110%
AF
877
Ally Financial
Michigan
$7.38M +$4.4M +37,000 +132%
MKA
878
M. Kulyk & Associates
Georgia
$7.37M +$249K +2,096 +3%
AAIM
879
Asset Advisors Investment Management
Georgia
$7.36M -$178K -1,497 -2%
SGA
880
Strategic Global Advisors
California
$7.34M +$3.65M +30,755 +91%
SG
881
Sienna Gestion
France
$7.29M +$1.1M +9,292 +17%
TA
882
Tectonic Advisors
Texas
$7.27M +$810K +6,817 +12%
EA
883
Ellsworth Advisors
Ohio
$7.26M +$298K +2,508 +4%
NIM
884
Northeast Investment Management
Massachusetts
$7.25M +$288K +2,423 +4%
SAM
885
Shell Asset Management
Netherlands
$7.23M +$7.56M +63,664 New
AHC
886
Adell Harriman & Carpenter
Texas
$7.23M +$1.21M +10,210 +19%
CUAMC
887
China Universal Asset Management Company
China
$7.21M +$1.07M +8,985 +17%
CWG
888
Cornerstone Wealth Group
North Carolina
$7.2M +$99.1K +834 +1%
FAB
889
First American Bank
Illinois
$7.14M -$390K -3,279 -5%
LIM
890
Leavell Investment Management
Alabama
$7.13M -$218K -1,835 -3%
XF
891
XML Financial
Maryland
$7.11M -$153K -1,290 -2%
BRM
892
Boston Research & Management
Massachusetts
$7.08M +$186K +1,566 +3%
BOC
893
Barbara Oil Co
Illinois
$7.07M
MAM
894
Meeder Asset Management
Ohio
$7.07M -$22.4M -188,509 -75%
CC
895
Capital Counsel
New York
$7.06M +$2.73K +23 +0%
RCP
896
Rothschild Capital Partners
New York
$7.04M +$60.4K +508 +0.8%
HT
897
Headlands Technologies
Illinois
$7.03M +$2.38M +20,018 +48%
CFSG
898
Community Financial Services Group
Vermont
$7.02M +$436K +3,671 +6%
BWM
899
Buckley Wealth Management
Nevada
$7M -$178K -1,500 -2%
PAMG
900
Patton Albertson Miller Group
Tennessee
$6.99M +$44.2K +372 +0.6%

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.