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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
IA
1426
Insight Advisors
Pennsylvania
$2.81M -$3.09K -26 -0.1%
BFA
1427
Brendel Financial Advisors
New Hampshire
$2.8M -$356 -3 -0%
FFM
1428
Forum Financial Management
Illinois
$2.79M +$226K +1,899 +8%
PGAM
1429
Princeton Global Asset Management
New Jersey
$2.79M +$98.3K +827 +3%
VA
1430
Valmark Advisers
Ohio
$2.79M +$50.5K +425 +2%
FAP
1431
Financial Advisory Partners
Florida
$2.79M -$70.6K -594 -2%
NWM
1432
Northcape Wealth Management
New York
$2.79M +$266K +2,238 +10%
BCM
1433
Brasada Capital Management
Texas
$2.79M +$234K +1,971 +9%
PCM
1434
Princeton Capital Management
New Jersey
$2.78M +$7.37K +62 +0.3%
CW
1435
CreativeOne Wealth
Kansas
$2.78M +$1.58M +13,324 +120%
IA
1436
IFP Advisors
Florida
$2.78M +$417K +3,511 +17%
GC
1437
Gould Capital
Washington
$2.77M -$6.18K -52 -0.2%
MWM
1438
Marion Wealth Management
Pennsylvania
$2.76M +$160K +1,346 +6%
SFS
1439
Strategic Financial Services
New York
$2.76M -$4.63K -39 -0.2%
FFA
1440
Farther Finance Advisors
California
$2.76M -$61.8K -520 -2%
PPW
1441
Parcion Private Wealth
Washington
$2.75M +$444K +3,734 +18%
RPWA
1442
Regent Peak Wealth Advisors
Georgia
$2.75M -$411K -3,462 -13%
LJHT
1443
Laurie J. Hall Trustee
$2.73M -$23.8K -200 -0.8%
AWM
1444
Allen Wealth Management
North Carolina
$2.73M +$230K +1,940 +9%
CGL
1445
Clarius Group LLC
Washington
$2.73M -$129K -1,085 -4%
SAM
1446
Sectoral Asset Management
Quebec, Canada
$2.73M -$7.43M -62,500 -72%
AA
1447
AlphaCentric Advisors
Puerto Rico
$2.73M +$2.85M +24,000 New
BC
1448
Bowman & Company
Wisconsin
$2.72M +$259K +2,184 +10%
AA
1449
Axiom Advisory
California
$2.72M +$104K +876 +4%
KA
1450
Kovack Advisors
Florida
$2.71M -$245K -2,064 -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.