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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
BWA
1751
Blodgett Wealth Advisors
California
$1.69M -$20.1K -169 -1%
GCM
1752
Gladius Capital Management
Illinois
$1.69M +$1.1M +9,246 +165%
FSA
1753
Financial Sense Advisors
California
$1.69M +$142K +1,195 +9%
PHK
1754
Point72 Hong Kong
Hong Kong
$1.68M -$13.1M -110,416 -88%
RWMG
1755
Redwood Wealth Management Group
New Jersey
$1.68M -$7.96K -67 -0.5%
WA
1756
WBH Advisory
Maryland
$1.68M -$64.3K -541 -4%
FCM
1757
Fourpath Capital Management
Oklahoma
$1.67M +$1.52M +12,781 +652%
ICM
1758
IMS Capital Management
Oregon
$1.67M +$261K +2,200 +18%
PPWP
1759
Premier Path Wealth Partners
New Jersey
$1.67M -$93.3K -785 -5%
BCMO
1760
Buckingham Capital Management (Ohio)
Ohio
$1.67M -$4.75K -40 -0.3%
NCM
1761
Northwest Capital Management
Oregon
$1.67M -$94.1K -792 -5%
EGA
1762
E&G Advisors
Texas
$1.67M +$11.9K +100 +0.7%
YIA
1763
YHB Investment Advisors
Connecticut
$1.67M +$423K +3,564 +32%
CFFP
1764
Center for Financial Planning
Michigan
$1.67M -$57.4K -483 -3%
DMBA
1765
Deseret Mutual Benefit Administrators
Utah
$1.67M -$258K -2,171 -13%
DAM
1766
Doheny Asset Management
California
$1.66M
RTC
1767
Riverview Trust Company
Washington
$1.66M +$5.7K +48 +0.3%
RFA
1768
ROI Financial Advisors
Oregon
$1.66M +$99.4K +837 +6%
BAM
1769
Brave Asset Management
New Jersey
$1.66M +$272K +2,287 +19%
SPA
1770
Shore Point Advisors
New Jersey
$1.66M -$25.3K -213 -1%
LCM
1771
LVM Capital Management
Michigan
$1.65M
LF
1772
Lantz Financial
Illinois
$1.65M +$713 +6 +0%
GBT
1773
Grove Bank & Trust
Florida
$1.64M +$21.1K +178 +1%
CFP
1774
Cascade Financial Partners
California
$1.64M +$27.1K +228 +2%
FIM
1775
FWL Investment Management
Texas
$1.64M +$1.15M +9,704 +205%

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.