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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
MKC
1926
M. Kraus & Co
Vermont
$1.36M -$29.7K -250 -2%
DC
1927
DeDora Capital
California
$1.36M -$164K -1,383 -10%
WCM
1928
Washington Capital Management
Washington
$1.36M -$8.91K -75 -0.6%
LD
1929
Lipe & Dalton
New York
$1.35M -$2.61K -22 -0.2%
WSCM
1930
Wellington Shields Capital Management
New York
$1.35M +$35.8K +301 +3%
JGIA
1931
Jackson Grant Investment Advisers
Connecticut
$1.35M +$4.87K +41 +0.3%
VWA
1932
Visionary Wealth Advisors
Illinois
$1.35M -$98.4K -828 -7%
AI
1933
AXS Investments
New York
$1.35M +$160K +1,343 +13%
BIA
1934
Benchmark Investment Advisors
Illinois
$1.34M +$684K +5,757 +95%
AI
1935
Accredited Investors
Minnesota
$1.34M +$12.9K +109 +0.9%
CHJWM
1936
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.34M -$11.3K -95 -0.7%
ICP
1937
Interchange Capital Partners
Pennsylvania
$1.34M -$21.6K -182 -2%
CP
1938
Covenant Partners
Tennessee
$1.34M +$28K +236 +2%
WFS
1939
Widmann Financial Services
Maryland
$1.33M -$22.5K -189 -2%
EFA
1940
Evernest Financial Advisors
Indiana
$1.33M +$32.3K +272 +2%
LIM
1941
Longfellow Investment Management
Massachusetts
$1.33M +$469K +3,949 +51%
IDA
1942
Intelligence Driven Advisers
California
$1.33M +$599K +5,041 +76%
RWP
1943
Ridgecrest Wealth Partners
California
$1.32M +$45.9K +386 +3%
CYG
1944
Clean Yield Group
Vermont
$1.32M -$55.8K -470 -4%
BC
1945
Bridgefront Capital
Texas
$1.32M +$1.38M +11,631 New
COCM
1946
Charter Oak Capital Management
New Hampshire
$1.32M +$46.3K +390 +3%
CBT
1947
CoreFirst Bank & Trust
Kansas
$1.32M
CIA
1948
Cladis Investment Advisory
Montana
$1.31M +$89.1K +750 +7%
PH
1949
Pinnacle Holdings
Oklahoma
$1.31M +$26.3K +221 +2%
CA
1950
Cambridge Advisors
Nebraska
$1.31M -$6.06K -51 -0.4%

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.