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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
VRM
1701
Vectors Research Management
New York
$1.81M -$45.7K -385 -2%
CCP
1702
Clarkston Capital Partners
Michigan
$1.81M +$589K +4,954 +45%
MC
1703
Martin & Co
Tennessee
$1.81M -$238 -2 -0%
ES
1704
Eagle Strategies
New York
$1.81M -$117K -987 -6%
CTFG
1705
Capstone Triton Financial Group
Oklahoma
$1.8M -$17.9K -151 -0.9%
RAM
1706
Ramirez Asset Management
New York
$1.8M -$226K -1,902 -11%
KJWM
1707
Kiley Juergens Wealth Management
Washington
$1.8M +$10.7K +90 +0.6%
SIA
1708
Soltis Investment Advisors
Utah
$1.8M -$6.18K -52 -0.3%
HVIA
1709
Hudson Valley Investment Advisors
New York
$1.8M -$309K -2,605 -14%
BWM
1710
BCS Wealth Management
Tennessee
$1.8M +$48.1K +405 +3%
EB
1711
Exchange Bank
California
$1.79M +$6.77K +57 +0.4%
MWM
1712
Mattern Wealth Management
Kansas
$1.79M -$11.9K -100 -0.6%
AB
1713
Atlas Brown
Kentucky
$1.78M +$8.32K +70 +0.4%
WWA
1714
WCG Wealth Advisors
Nevada
$1.78M +$50.1K +422 +3%
TL
1715
Tradewinds LLC
North Carolina
$1.78M +$12K +101 +0.6%
CGFA
1716
Colton Groome Financial Advisors
North Carolina
$1.78M -$9.5K -80 -0.5%
HR
1717
Hardy Reed
Mississippi
$1.77M +$41K +345 +2%
AACR
1718
ACR Alpine Capital Research
Missouri
$1.77M +$370K +3,111 +25%
BDA
1719
Borer Denton & Associates
Pennsylvania
$1.77M
PAA
1720
Peregrine Asset Advisers
Oregon
$1.77M +$160K +1,350 +9%
BTC
1721
Bank & Trust Company
Illinois
$1.76M -$19.8K -167 -1%
GIM
1722
Guardian Investment Management
California
$1.76M -$642K -5,400 -26%
HCCM
1723
Hudson Canyon Capital Management
New York
$1.76M +$220K +1,848 +14%
PGIM
1724
Pacific Global Investment Management
California
$1.76M -$47.3K -398 -3%
SB
1725
Sunflower Bank
Texas
$1.76M -$4.16K -35 -0.2%

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.