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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
PIM
1001
Plato Investment Management
Australia
$5.74M +$54.3K +457 +0.9%
EIA
1002
Edgemoor Investment Advisors
Maryland
$5.74M -$107K -902 -2%
IAN
1003
Integrated Advisors Network
Texas
$5.7M +$193K +1,628 +3%
MFG
1004
Merit Financial Group
Georgia
$5.68M -$566K -4,763 -9%
RWM
1005
Ritholtz Wealth Management
New York
$5.68M -$12.9K -109 -0.2%
ERIC
1006
Eagle Rock Investment Company
Georgia
$5.65M -$90.8K -764 -2%
NS
1007
NBC Securities
Alabama
$5.65M +$262K +2,207 +5%
CT
1008
Chicago Trust
Illinois
$5.65M +$308K +2,590 +5%
LIM
1009
Letson Investment Management
Georgia
$5.65M +$56.2K +473 +1%
MIM
1010
Martin Investment Management
Florida
$5.64M +$345K +2,900 +6%
FCBT
1011
First Citizens Bank & Trust
North Carolina
$5.64M -$6.77K -57 -0.1%
SP
1012
Stablepoint Partners
Massachusetts
$5.61M +$65.6K +552 +1%
HSA
1013
HBK Sorce Advisory
Pennsylvania
$5.6M -$47K -396 -0.8%
OA
1014
Oxbow Advisors
Texas
$5.6M +$3.07M +25,836 +110%
WAP
1015
Wealthcare Advisory Partners
Pennsylvania
$5.59M -$329K -2,766 -5%
AFG
1016
Albion Financial Group
Utah
$5.56M +$81.7K +688 +1%
GMA
1017
Glassy Mountain Advisors
Maryland
$5.56M +$185K +1,561 +3%
MFIM
1018
Mesirow Financial Investment Management
Illinois
$5.54M -$2.8M -23,607 -33%
HCM
1019
Hilton Capital Management
New York
$5.54M +$102K +860 +2%
BA
1020
Baugh & Associates
Georgia
$5.53M +$539K +4,541 +10%
OAM
1021
Ostrum Asset Management
France
$5.53M +$1.2M +10,072 +26%
PA
1022
Profund Advisors
Maryland
$5.53M +$186K +1,565 +3%
FNBOMD
1023
First National Bank of Mount Dora
Florida
$5.52M +$150K +1,265 +3%
HVP
1024
Hudson Value Partners
Florida
$5.52M +$518K +4,363 +10%
NHT
1025
New Hampshire Trust
New Hampshire
$5.51M -$10.2K -86 -0.2%

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.