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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
LCM
2226
Landscape Capital Management
New Jersey
$896K +$937K +7,888 New
CWM
2227
Compass Wealth Management
Connecticut
$892K -$23.5K -198 -2%
DAC
2228
Dividend Assets Capital
South Carolina
$892K +$7.01K +59 +0.8%
LAIC
2229
Lederer & Associates Investment Counsel
California
$891K
LA
2230
LVW Advisors
New York
$888K +$122K +1,028 +15%
QPWM
2231
Quadrant Private Wealth Management
Pennsylvania
$888K +$13.8K +116 +2%
UAG
2232
United Advisor Group
Ohio
$888K +$484K +4,077 +109%
BFAG
2233
Blackston Financial Advisory Group
Florida
$887K +$158K +1,332 +21%
ST
2234
Somerset Trust
Pennsylvania
$886K +$163K +1,375 +21%
VST
2235
Van Strum & Towne
California
$885K
SFG
2236
Sunburst Financial Group
Alabama
$884K +$832 +7 +0.1%
TWP
2237
Tyche Wealth Partners
Texas
$882K -$8.08K -68 -0.9%
WH
2238
Willner & Heller
California
$881K +$4.99K +42 +0.5%
GAMC
2239
Garner Asset Management Corp
Texas
$879K -$18.1K -152 -2%
KSWWM
2240
Keyes Stange & Wooten Wealth Management
Florida
$878K +$34.7K +292 +4%
CM
2241
Cercano Management
Washington
$878K +$918K +7,730 New
Edgewood Management
2242
Edgewood Management
Connecticut
$876K
FAT
2243
First American Trust
California
$873K +$183K +1,544 +25%
FHC
2244
First Heartland Consultants
Missouri
$871K -$41.8K -352 -4%
SAM
2245
SignalPoint Asset Management
Missouri
$871K +$17.8K +150 +2%
GIP
2246
Granite Investment Partners
California
$871K
CTA
2247
Colonial Trust Advisors
South Carolina
$870K +$467K +3,935 +106%
SOW
2248
State of Wyoming
Wyoming
$870K +$593K +4,990 +187%
SAA
2249
Southeast Asset Advisors
Georgia
$869K +$713 +6 +0.1%
RWI
2250
Red Wave Investments
Pennsylvania
$868K

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.