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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
OPA
2176
Old Port Advisors
Maine
$950K +$60.8K +512 +7%
OL
2177
Optas LLC
Texas
$950K -$10.6K -89 -1%
GSB
2178
Greenfield Savings Bank
Massachusetts
$949K -$594 -5 -0.1%
TAM
2179
Townsend Asset Management
North Carolina
$949K -$8.2K -69 -0.8%
CIM
2180
CIM Investment Management
Pennsylvania
$947K -$28.3K -238 -3%
ERIM
2181
Eagle Ridge Investment Management
Connecticut
$943K -$89.1K -750 -8%
CA
2182
Crumly & Associates
Illinois
$941K +$78.9K +664 +9%
PC
2183
Port Capital
Illinois
$940K -$24.7K -208 -2%
SOS
2184
Silver Oak Securities
Tennessee
$939K +$266K +2,243 +33%
SPW
2185
Sonoma Private Wealth
California
$939K +$15.2K +128 +2%
GWANC
2186
Guardian Wealth Advisors (North Carolina)
North Carolina
$937K -$7.37K -62 -0.7%
HGERS
2187
Householder Group Estate & Retirement Specialist
Arizona
$936K -$27.7K -233 -3%
VCM
2188
Vivaldi Capital Management
Illinois
$936K +$6.53K +55 +0.7%
IGGA
2189
Iron Gate Global Advisors
Utah
$934K +$594 +5 +0.1%
VAM
2190
Verity Asset Management
North Carolina
$932K +$72.6K +611 +8%
WGC
2191
Watts Gwilliam & Co
Arizona
$930K +$1.02M +8,573 New
CFG
2192
Carr Financial Group
Massachusetts
$930K +$6.89K +58 +0.7%
MWM
2193
Modern Wealth Management
Kansas
$930K +$128K +1,078 +15%
BIG
2194
Builder Investment Group
Georgia
$930K +$356 +3 +0%
BIM
2195
Barton Investment Management
Pennsylvania
$926K
D
2196
Diversified
Delaware
$926K +$5.35K +45 +0.6%
DE
2197
Diversified Enterprises
Delaware
$926K +$969K +8,157 New
MWM
2198
Mindset Wealth Management
Indiana
$925K +$968K +8,148 New
KWMG
2199
King Wealth Management Group
Florida
$921K +$39.7K +334 +4%
FM
2200
Freemont Management
Switzerland
$920K

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.