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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
MLA
1826
MB, Levis & Associates
Pennsylvania
$1.53M +$3.68K +31 +0.2%
NAS
1827
Nicolet Advisory Services
Wisconsin
$1.53M -$126K -1,059 -7%
NL
1828
NWAM LLC
Washington
$1.53M -$207K -1,746 -11%
TCM
1829
Traynor Capital Management
Pennsylvania
$1.52M +$275K +2,314 +21%
KA
1830
KLCM Advisors
Wisconsin
$1.52M +$34.1K +287 +2%
SA
1831
Strategic Advisors
New York
$1.51M +$8.08K +68 +0.5%
BPAMU
1832
BTG Pactual Asset Management US
New York
$1.51M +$1.58M +13,300 New
PIMG
1833
Patriot Investment Management Group
Tennessee
$1.5M +$13.4K +113 +0.9%
GS
1834
GTS Securities
New York
$1.5M -$1.78M -14,980 -53%
WCM
1835
Winthrop Capital Management
Indiana
$1.5M -$5.94K -50 -0.4%
NL
1836
Navalign LLC
California
$1.49M +$27K +227 +2%
MIM
1837
MTM Investment Management
South Carolina
$1.49M -$29.6K -249 -2%
PBT
1838
Pictet Bank & Trust
Bahamas
$1.49M +$110K +924 +8%
DG
1839
DMC Group
Alabama
$1.49M -$47.2K -397 -3%
PSP
1840
Principal Street Partners
Tennessee
$1.49M +$451K +3,796 +44%
CCS
1841
Concentric Capital Strategies
Connecticut
$1.49M +$646K +5,439 +71%
DA
1842
Doliver Advisors
Texas
$1.49M -$29.2K -246 -2%
HFO
1843
Heritage Family Offices
Arizona
$1.48M -$2.97K -25 -0.2%
MMG
1844
Monetary Management Group
Missouri
$1.48M +$485K +4,080 +46%
CASB
1845
Cape Ann Savings Bank
Massachusetts
$1.48M +$5.94K +50 +0.4%
GFG
1846
Greystone Financial Group
Michigan
$1.48M +$396K +3,334 +34%
AFS
1847
Aft Forsyth & Sober
Florida
$1.48M
APC
1848
Aspire Private Capital
North Carolina
$1.48M +$114K +962 +8%
BTWM
1849
Baker Tilly Wealth Management
Wisconsin
$1.47M -$129K -1,086 -8%
PP
1850
Pingora Partners
Wyoming
$1.47M

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.