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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
PCM
1601
Prelude Capital Management
New York
$2.12M +$214K +1,805 +11%
SWM
1602
Sculati Wealth Management
Michigan
$2.12M -$736K -6,193 -25%
CWP
1603
CFM Wealth Partners
Texas
$2.11M -$101K -854 -4%
LFA
1604
Legacy Financial Advisors
Kentucky
$2.11M -$212K -1,783 -9%
IAMOG
1605
Investors Asset Management of Georgia
Georgia
$2.11M +$238 +2 +0%
WHC
1606
Wulff, Hansen & Co
California
$2.1M -$193K -1,627 -8%
EFM
1607
E Fund Management
China
$2.1M +$169K +1,420 +8%
NCM
1608
NCM Capital Management
New Jersey
$2.1M +$35.6K +300 +2%
MW
1609
Marcum Wealth
Ohio
$2.09M -$132K -1,112 -6%
AF
1610
Apexium Financial
Texas
$2.09M +$4.16K +35 +0.2%
JWA
1611
JFS Wealth Advisors
Pennsylvania
$2.09M +$602K +5,071 +38%
EFSCE
1612
Enterprise Financial Services Corp (EFSC)
Missouri
$2.09M -$105K -887 -5%
CCM
1613
Cox Capital Management
Massachusetts
$2.09M -$21.4K -180 -1%
CA
1614
Claro Advisors
Massachusetts
$2.09M +$251K +2,115 +13%
ZF
1615
Zhang Financial
Michigan
$2.09M -$40K -337 -2%
SOAMC
1616
Spirit of America Management Corp
New York
$2.08M
TNBTD
1617
Trustmark National Bank Trust Department
Mississippi
$2.08M -$1.06M -8,887 -33%
CWAF
1618
Core Wealth Advisors (Florida)
Florida
$2.07M -$100K -842 -4%
WPP
1619
Whalerock Point Partners
Rhode Island
$2.07M
TCMP
1620
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.07M +$1.78M +15,007 +465%
EWM
1621
Evermay Wealth Management
Virginia
$2.07M -$51.4K -433 -2%
AC
1622
Avestar Capital
New York
$2.06M -$117K -986 -5%
LOIP
1623
Live Oak Investment Partners
Texas
$2.06M
BEC
1624
Blue Edge Capital
Virginia
$2.06M +$35.9K +302 +2%
BWP
1625
BSW Wealth Partners
Colorado
$2.06M +$436K +3,671 +25%

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.