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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
FC
976
FORA Capital
Florida
$6M +$6.28M +52,872 New
LC
977
Legacy CG
Texas
$6M +$431K +3,629 +7%
BWS
978
Buck Wealth Strategies
Colorado
$5.99M -$841K -7,081 -12%
VAS
979
Vestmark Advisory Solutions
Massachusetts
$5.99M +$313K +2,633 +5%
RHDIC
980
R.H. Dinel Investment Counsel
California
$5.97M
MWA
981
Meridian Wealth Advisors
Texas
$5.96M -$201K -1,691 -3%
BAMCO Inc
982
BAMCO Inc
New York
$5.95M -$4.47M -37,600 -42%
HDIM
983
Hanson & Doremus Investment Management
Vermont
$5.95M -$198K -1,666 -3%
PS
984
Principal Securities
Iowa
$5.94M +$73.3K +617 +1%
CB
985
Cadence Bank
Mississippi
$5.93M -$21.6K -182 -0.3%
VSQM
986
V-Square Quantitative Management
Illinois
$5.92M +$441K +3,715 +8%
BFO
987
Boston Family Office
Massachusetts
$5.91M -$188K -1,585 -3%
SB
988
Strategic Blueprint
Georgia
$5.9M +$456K +3,840 +8%
Walleye Trading
989
Walleye Trading
New York
$5.9M -$869K -7,312 -12%
AF
990
Alerus Financial
North Dakota
$5.9M +$27.1K +228 +0.4%
IPW
991
Inlet Private Wealth
Florida
$5.86M -$20.3K -171 -0.3%
SVWAG
992
Sound View Wealth Advisors Group
Georgia
$5.86M +$371K +3,121 +6%
WDA
993
Wendell David Associates
New Hampshire
$5.85M
DDC
994
DF Dent & Co
Maryland
$5.81M +$559K +4,704 +10%
SS
995
Sunbelt Securities
Texas
$5.8M -$310K -2,609 -5%
AAM
996
Aureus Asset Management
Massachusetts
$5.79M +$1.08M +9,130 +22%
BBA
997
BLB&B Advisors
Pennsylvania
$5.78M +$38.5K +324 +0.6%
JHCP
998
Jackson Hole Capital Partners
Oklahoma
$5.76M -$223K -1,880 -4%
PVI
999
Pine Valley Investments
New Jersey
$5.75M -$173K -1,454 -3%
TI
1000
tru Independence
Oregon
$5.75M -$57.7K -486 -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.