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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
GLA
1851
Good Life Advisors
Pennsylvania
$1.47M +$454K +3,824 +42%
SPA
1852
Sherbrooke Park Advisers
New York
$1.47M +$396K +3,329 +35%
AEPWM
1853
Atlantic Edge Private Wealth Management
Florida
$1.47M +$36.4K +306 +2%
KLCM
1854
KG&L Capital Management
Louisiana
$1.47M +$748K +6,298 +95%
Optiver Holding
1855
Optiver Holding
Netherlands
$1.47M +$945K +7,952 +160%
HFM
1856
Hartford Funds Management
Pennsylvania
$1.47M +$7.25K +61 +0.5%
OAM
1857
Occidental Asset Management
California
$1.47M +$3.92K +33 +0.3%
EFH
1858
Eaton Financial Holdings
Florida
$1.47M +$1.53M +12,913 New
BIA
1859
Barry Investment Advisors
Massachusetts
$1.46M +$27K +227 +2%
RIA
1860
Regal Investment Advisors
Michigan
$1.46M -$16.5K -139 -1%
MFG
1861
MidWestOne Financial Group
Iowa
$1.46M
GHAM
1862
Gilman Hill Asset Management
Connecticut
$1.46M -$47K -396 -3%
PIM
1863
Pullen Investment Management
Florida
$1.46M +$17.6K +148 +1%
WCAMG
1864
Woodard & Company Asset Management Group
North Carolina
$1.46M +$180K +1,518 +13%
PPG
1865
Peak Planning Group
Colorado
$1.45M -$54.4K -458 -3%
CA
1866
Cornerstone Advisory
Maryland
$1.45M -$21.3K -179 -1%
1CP
1867
17 Capital Partners
Arizona
$1.45M -$98K -825 -6%
HJGA
1868
Hardman Johnston Global Advisors
Connecticut
$1.45M
ACG
1869
Allen Capital Group
Nebraska
$1.45M +$169K +1,419 +13%
NA
1870
Navellier & Associates
Nevada
$1.44M -$328K -2,761 -18%
KMWM
1871
Keudell/Morrison Wealth Management
Oregon
$1.44M +$24.9K +210 +2%
GCP
1872
GSA Capital Partners
United Kingdom
$1.44M +$1.51M +12,709 New
MG
1873
Marex Group
$1.44M -$159K -1,337 -10%
OM
1874
OV Management
Minnesota
$1.44M +$60.4K +508 +4%
GDP
1875
Great Diamond Partners
Maine
$1.44M -$845K -7,114 -36%

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.