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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
TA
1651
TKG Advisors
Indiana
$1.96M +$71K +598 +4%
SIAG
1652
Signet Investment Advisory Group
Rhode Island
$1.96M -$9.74K -82 -0.5%
WFI
1653
West Family Investments
California
$1.95M +$106K +891 +5%
OA
1654
Oak Associates
Ohio
$1.95M
KCPG
1655
Kavar Capital Partners Group
Kansas
$1.95M -$17.6K -148 -0.9%
MF
1656
Meridian Financial
Massachusetts
$1.95M -$33.9K -285 -2%
HI
1657
Hoey Investments
Pennsylvania
$1.95M
SWM
1658
Segment Wealth Management
Texas
$1.95M +$238 +2 +0%
WGCA
1659
Wolf Group Capital Advisors
Virginia
$1.94M -$159K -1,338 -7%
RIA
1660
Richwood Investment Advisors
Ohio
$1.94M +$31.5K +265 +2%
GWM
1661
Geneos Wealth Management
Colorado
$1.94M +$634K +5,335 +46%
PAM
1662
Peak Asset Management
Colorado
$1.94M -$103K -867 -5%
HFBOT
1663
Home Federal Bank of Tennessee
Tennessee
$1.93M +$84K +707 +4%
HAM
1664
Hedges Asset Management
Nevada
$1.93M
CFP
1665
Catalyst Financial Partners
Massachusetts
$1.93M -$87.3K -735 -4%
CANY
1666
Caxton Associates (New York)
New York
$1.92M -$743K -6,251 -27%
JSW
1667
Journey Strategic Wealth
New Jersey
$1.91M +$397K +3,343 +25%
WCM
1668
Wisconsin Capital Management
Wisconsin
$1.9M +$59.4K +500 +3%
SJIM
1669
St. Johns Investment Management
Florida
$1.89M -$2.02K -17 -0.1%
GWA
1670
Gratus Wealth Advisors
Virginia
$1.89M +$187K +1,570 +10%
EI
1671
Ellevest Inc
New York
$1.89M -$127K -1,068 -6%
W
1672
Wealthquest
Ohio
$1.89M +$33K +278 +2%
CWAG
1673
Compton Wealth Advisory Group
Virginia
$1.88M +$22.8K +192 +1%
BWP
1674
Bernardo Wealth Planning
Pennsylvania
$1.88M -$6.65K -56 -0.3%
AWP
1675
Ascent Wealth Partners
New York
$1.88M -$11.8K -99 -0.6%

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.