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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
AL
2126
Arnhold LLC
New York
$1.02M
AC
2127
Apella Capital
Connecticut
$1.01M +$124K +1,044 +13%
AIA
2128
Alera Investment Advisors
Illinois
$1.01M -$87.4K -736 -8%
LSPW
2129
Lake Street Private Wealth
Illinois
$1.01M -$2.26M -19,059 -68%
RPCONE
2130
Retirement Planning Company of New England
Rhode Island
$1.01M +$6.77K +57 +0.6%
FCM
2131
Fogel Capital Management
Florida
$1.01M +$446K +3,755 +73%
ONST
2132
Old North State Trust
North Carolina
$1.01M +$29.2K +246 +3%
FBFS
2133
First Business Financial Services
Wisconsin
$1.01M -$67.8K -571 -6%
LIA
2134
LBMC Investment Advisors
Tennessee
$1.01M
CIC
2135
Chase Investment Counsel
Virginia
$1.01M +$26.3K +221 +3%
PWM
2136
Prentice Wealth Management
New York
$1.01M -$1.66K -14 -0.2%
HBT
2137
Heartland Bank & Trust
Illinois
$1.01M -$303K -2,547 -22%
CPIA
2138
Cornell Pochily Investment Advisors
New York
$1M -$39.8K -335 -4%
PWP
2139
Phillips Wealth Planners
Mississippi
$1M +$32.9K +277 +3%
CM
2140
Crestline Management
Texas
$1M +$1.05M +8,818 New
HTI
2141
Hikari Tsushin Inc
Japan
$1M
MWA
2142
Midland Wealth Advisors
Illinois
$1,000K -$111K -931 -10%
DLHL
2143
Donald L. Hagan LLC
Florida
$998K +$50.3K +423 +5%
AIM
2144
Alhambra Investment Management
Florida
$995K +$6.53K +55 +0.6%
SWK
2145
Stephen W. Kidder
$994K -$29.7K -250 -3%
VCM
2146
Virtue Capital Management
Tennessee
$994K -$28.5K -240 -3%
AFP
2147
Ausdal Financial Partners
Iowa
$992K -$29.6K -249 -3%
WAM
2148
Weinberger Asset Management
California
$990K +$57.5K +484 +6%
JWBC
2149
J.W. Burns & Co
New York
$987K +$29.7K +250 +3%
THCM
2150
Taylor Hoffman Capital Management
Virginia
$987K +$1.15M +9,644 New

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.