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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
MCM
1076
Manchester Capital Management
Vermont
$5.02M -$26.5K -223 -0.5%
FHA
1077
Flagship Harbor Advisors
Massachusetts
$5.02M -$38.3K -322 -0.7%
SSB
1078
Sandy Spring Bank
Maryland
$5.01M -$36.7K -309 -0.7%
BO
1079
Bank OZK
Arkansas
$5.01M -$12.4K -104 -0.2%
ECU
1080
Eisler Capital (UK)
United Kingdom
$5.01M +$5.24M +44,126 New
FM
1081
Foster & Motley
Ohio
$5M +$21.9K +184 +0.4%
BWM
1082
BigSur Wealth Management
Florida
$5M +$664K +5,592 +15%
BCM
1083
Birmingham Capital Management
Alabama
$4.99M +$318K +2,675 +6%
GFS
1084
GYL Financial Synergies
Connecticut
$4.99M -$2.53M -21,268 -33%
SIM
1085
Studio Investment Management
Illinois
$4.99M +$18.8K +158 +0.4%
CAM
1086
Cypress Asset Management
Texas
$4.98M +$340K +2,864 +7%
BCM
1087
Bayesian Capital Management
New York
$4.98M +$4.81M +40,455 +1,190%
GAG
1088
GM Advisory Group
New York
$4.98M +$174K +1,463 +3%
UF
1089
Univest Financial
Pennsylvania
$4.97M +$4.12M +34,695 +381%
GCM
1090
Graham Capital Management
Connecticut
$4.97M +$4.28M +36,033 +467%
B
1091
Bailard
California
$4.96M +$85.8K +722 +2%
WMA
1092
West Michigan Advisors
Michigan
$4.96M -$4.63K -39 -0.1%
RP
1093
Rowlandmiller & Partners
Georgia
$4.95M +$8.32K +70 +0.2%
CA
1094
Cullinan Associates
Kentucky
$4.94M +$273K +2,300 +5%
RWM
1095
Rench Wealth Management
Texas
$4.9M +$67K +564 +1%
RWM
1096
RBA Wealth Management
California
$4.89M +$124K +1,045 +2%
PTC
1097
Private Trust Company
Ohio
$4.89M -$768K -6,464 -13%
TCOK
1098
Trust Company of Kansas
Kansas
$4.86M +$69.4K +584 +1%
SCA
1099
Stokes Capital Advisors
South Carolina
$4.86M +$421K +3,547 +9%
FAM
1100
Fred Alger Management
New York
$4.84M -$6.02M -50,673 -54%

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.