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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
BFG
1726
Beacon Financial Group
Texas
$1.76M -$83.3K -701 -4%
HI
1727
Hendershot Investments
Virginia
$1.76M +$120K +1,014 +7%
CWM
1728
Connecticut Wealth Management
Connecticut
$1.75M -$206K -1,736 -10%
SWM
1729
Salvus Wealth Management
New Jersey
$1.75M +$7.25K +61 +0.4%
MHS
1730
M Holdings Securities
Oregon
$1.75M -$4.19M -35,264 -70%
AL
1731
Aspiriant LLC
California
$1.75M -$63.6K -535 -3%
WCM
1732
Weaver Capital Management
Georgia
$1.74M -$613K -5,161 -25%
PWPS
1733
Pinnacle Wealth Planning Services
Ohio
$1.74M -$2.97K -25 -0.2%
HCM
1734
Huber Capital Management
California
$1.74M
PMA
1735
Prudent Man Advisors
Illinois
$1.73M -$553K -4,653 -23%
FFA
1736
Founders Financial Alliance
North Carolina
$1.72M -$205K -1,723 -10%
BBI
1737
Baxter Bros Inc
Connecticut
$1.72M -$168K -1,414 -9%
SFS
1738
Stiles Financial Services
Minnesota
$1.72M +$66.4K +559 +4%
PMG
1739
Private Management Group
California
$1.71M -$43.1K -363 -2%
NHC
1740
Nicholas Hoffman & Company
Georgia
$1.71M -$188K -1,583 -10%
GTAM
1741
Global Trust Asset Management
Florida
$1.71M -$34.8K -293 -2%
TCWM
1742
Total Clarity Wealth Management
Illinois
$1.71M -$19K -160 -1%
TCM
1743
Telos Capital Management
California
$1.7M -$37.7K -317 -2%
LP
1744
LMR Partners
United Kingdom
$1.7M +$1.78M +14,995 New
MTC
1745
Matrix Trust Company
Colorado
$1.7M +$9.62K +81 +0.5%
NWAG
1746
Net Worth Advisory Group
Utah
$1.7M +$1.78M +14,947 New
WA1
1747
Wimmer Associates 1
California
$1.7M +$35K +295 +2%
C
1748
Certuity
Florida
$1.69M +$395K +3,324 +29%
CIS
1749
Capital International Sarl
California
$1.69M +$41.1K +346 +2%
GIM
1750
Gold Investment Management
Alberta, Canada
$1.69M -$174K -1,462 -9%

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.