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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
AWA
1101
Arkadios Wealth Advisors
Georgia
$4.84M +$89.9K +757 +2%
OHIS
1102
Oak Harvest Investment Services
Texas
$4.83M +$378K +3,184 +8%
BHA
1103
Beech Hill Advisors
New York
$4.83M +$573K +4,819 +13%
RA
1104
RFG Advisory
Alabama
$4.83M -$740K -6,225 -13%
SCP
1105
Sandhill Capital Partners
New York
$4.81M +$193K +1,625 +4%
GC
1106
Globeflex Capital
California
$4.8M
PA
1107
Procyon Advisors
Connecticut
$4.8M +$90.3K +760 +2%
BG
1108
Bellevue Group
Switzerland
$4.8M -$3.86M -32,476 -43%
BBWA
1109
Bell & Brown Wealth Advisors
California
$4.79M +$171K +1,440 +4%
WA
1110
WealthTrust Axiom
Pennsylvania
$4.79M -$35.2K -296 -0.7%
ST
1111
Spinnaker Trust
Maine
$4.78M
FWM
1112
Finer Wealth Management
Massachusetts
$4.77M -$113K -954 -2%
JAG
1113
Journey Advisory Group
Kentucky
$4.77M +$65.3K +550 +1%
GWM
1114
GSB Wealth Management
Connecticut
$4.75M +$634K +5,333 +15%
WCA
1115
Westover Capital Advisors
Delaware
$4.74M -$95.9K -807 -2%
BIC
1116
Beach Investment Counsel
Pennsylvania
$4.73M -$47.5K -400 -1%
CWS
1117
Confluence Wealth Services
Pennsylvania
$4.72M -$155K -1,304 -3%
CAM
1118
Cozad Asset Management
Illinois
$4.72M -$162K -1,366 -3%
VWM
1119
Valley Wealth Managers
New Jersey
$4.71M +$9.27K +78 +0.2%
SC
1120
Searle & Co
Connecticut
$4.7M -$2.72M -22,928 -36%
PIM
1121
Penobscot Investment Management
Massachusetts
$4.7M +$408K +3,433 +9%
USCWA
1122
U.S. Capital Wealth Advisors
Texas
$4.7M +$423K +3,557 +9%
KP
1123
Keel Point
Alabama
$4.68M +$193K +1,622 +4%
QI
1124
QV Investors
Alberta, Canada
$4.68M +$28.5K +240 +0.6%
XT
1125
XTX Topco
Cayman Islands
$4.67M +$354K +2,977 +8%

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.