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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
ABLA
1801
Alan B. Lancz & Associates
Ohio
$1.57M +$11.9K +100 +0.7%
EW
1802
Evoke Wealth
California
$1.57M +$1.63M +13,724 New
TSWM
1803
Triangle Securities Wealth Management
North Carolina
$1.57M -$294K -2,473 -15%
LMIM
1804
Lockheed Martin Investment Management
Maryland
$1.57M +$808K +6,800 +97%
PHIC
1805
Pine Haven Investment Counsel
Massachusetts
$1.57M +$5.46K +46 +0.3%
SLT
1806
St Louis Trust
Missouri
$1.57M -$202K -1,700 -11%
AWM
1807
Accurate Wealth Management
Florida
$1.57M -$2.33M -19,637 -58%
MSAM
1808
Moloney Securities Asset Management
Missouri
$1.56M -$2.38K -20 -0.1%
SKK
1809
Shepherd Kaplan Krochuk
Massachusetts
$1.56M +$631K +5,314 +63%
CFS
1810
CRA Financial Services
New Jersey
$1.55M -$11.4K -96 -0.7%
PCP
1811
Pacific Capital Partners
$1.55M +$127K +1,069 +8%
WCM Investment Management
1812
WCM Investment Management
California
$1.55M +$1.25M +10,482 +329%
FRA
1813
Frank Rimerman Advisors
California
$1.55M -$2.16M -18,219 -57%
BV
1814
Boxwood Ventures
Illinois
$1.55M
MSWM
1815
McGlone Suttner Wealth Management
Wisconsin
$1.55M +$307K +2,587 +23%
FFA
1816
First Foundation Advisors
California
$1.54M -$146K -1,231 -8%
MFP
1817
Meridian Financial Partners
Virginia
$1.54M +$943K +7,939 +142%
BIA
1818
Bigelow Investment Advisors
Maine
$1.54M -$62.7K -528 -4%
NIA
1819
NIA Impact Advisors
California
$1.54M +$9.5K +80 +0.6%
PP
1820
PDS Planning
Ohio
$1.54M -$17.3K -146 -1%
TWM
1821
Trueblood Wealth Management
Ohio
$1.53M -$31.4K -264 -2%
DCM
1822
DGS Capital Management
New Jersey
$1.53M +$85.3K +718 +6%
RA
1823
Ransom Advisory
Rhode Island
$1.53M +$149K +1,250 +10%
RCM
1824
Raleigh Capital Management
North Carolina
$1.53M +$55K +463 +4%
LIM
1825
Loudon Investment Management
New Hampshire
$1.53M

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.