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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
PI
1676
Pettee Investors
Connecticut
$1.88M
BCG
1677
Breakwater Capital Group
New Jersey
$1.87M +$38.6K +325 +2%
GFP
1678
Gryphon Financial Partners
Ohio
$1.87M +$90.3K +760 +5%
LCWP
1679
Legacy Capital Wealth Partners
Arkansas
$1.87M +$997K +8,389 +104%
WAM
1680
Wolverine Asset Management
Illinois
$1.86M +$868K +7,303 +80%
PWG
1681
Portside Wealth Group
Utah
$1.86M +$173K +1,459 +10%
PWM
1682
PBMares Wealth Management
Virginia
$1.86M +$23.8K +200 +1%
WA
1683
Wealth Alliance
New York
$1.86M +$86.6K +729 +5%
CWM
1684
Chesapeake Wealth Management
Virginia
$1.86M +$29K +244 +2%
HCM
1685
Howard Capital Management
Georgia
$1.86M +$1.94M +16,335 New
PA
1686
Probity Advisors
Texas
$1.84M +$26.9K +226 +1%
WDG
1687
Wealth Dimensions Group
Ohio
$1.84M +$45.5K +383 +2%
AA
1688
Argent Advisors
Louisiana
$1.84M -$47.5K -400 -2%
HNWAG
1689
High Net Worth Advisory Group
Florida
$1.84M -$3.92K -33 -0.2%
UB
1690
Umpqua Bank
Oregon
$1.84M +$31.1K +262 +2%
STAS
1691
Strong Tower Advisory Services
Minnesota
$1.83M +$435K +3,662 +29%
CT
1692
Colonial Trust
South Carolina
$1.83M +$307K +2,584 +19%
FWA
1693
FOCUS Wealth Advisors
Texas
$1.83M -$23.4K -197 -1%
IA
1694
Icon Advisers
Colorado
$1.83M
CFA
1695
Camarda Financial Advisors
Florida
$1.83M
AW
1696
Alaethes Wealth
Nevada
$1.82M +$148K +1,244 +8%
ABWM
1697
Alpine Bank Wealth Management
Colorado
$1.82M +$1.9M +16,033 New
LGA
1698
Lebenthal Global Advisors
New York
$1.82M +$467K +3,927 +33%
GLLW
1699
Graves Light Lenhart Wealth
Virginia
$1.82M -$74.1K -624 -4%
AIS
1700
AM Investment Strategies
Tennessee
$1.81M +$8.91K +75 +0.5%

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.