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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
VBCG
2251
Valley Brook Capital Group
Pennsylvania
$867K +$2.97K +25 +0.3%
GPW
2252
Gray Private Wealth
Massachusetts
$866K
RWS
2253
Resolute Wealth Strategies
Mississippi
$865K -$1.66K -14 -0.2%
DWM
2254
Drive Wealth Management
Utah
$863K -$217K -1,828 -19%
FFIC
2255
First Fiduciary Investment Counsel
Ohio
$861K
MAWA
2256
Moss Adams Wealth Advisors
Washington
$861K +$39.7K +334 +5%
CCP
2257
Cassia Capital Partners
North Carolina
$859K -$37.4K -315 -4%
DWM
2258
Dorchester Wealth Management
Quebec, Canada
$857K -$51.1K -430 -5%
HAM
2259
Harmony Asset Management
Arizona
$856K -$662K -5,574 -42%
PNAA
2260
Pictet North America Advisors
Switzerland
$855K +$18.3K +154 +2%
VWM
2261
Venturi Wealth Management
Texas
$854K -$116K -978 -12%
CA
2262
Continuum Advisory
Idaho
$853K +$35.5K +299 +4%
I2I
2263
Insight 2811 Inc
Illinois
$852K +$4.16K +35 +0.5%
PPC
2264
Park Place Capital
Alabama
$852K +$58K +488 +7%
GIM
2265
Groesbeck Investment Management
New Jersey
$849K -$130K -1,098 -13%
MSFP
2266
Mark Sheptoff Financial Planning
Connecticut
$848K -$95K -800 -10%
MAM
2267
MWA Asset Management
Massachusetts
$848K +$9.74K +82 +1%
TA
2268
Townsend & Associates
Colorado
$844K
FFA
2269
Fairfield Financial Advisors
Massachusetts
$843K +$146K +1,231 +20%
BCM
2270
Beddow Capital Management
Wyoming
$843K
AA
2271
Alta Advisers
United Kingdom
$843K
PAMP
2272
Polar Asset Management Partners
Ontario, Canada
$841K -$22.1M -185,793 -96%
DFG
2273
Demars Financial Group
Washington
$841K -$2.26K -19 -0.3%
CCWM
2274
Cassaday & Co Wealth Management
Virginia
$840K +$22.5K +189 +3%
FWM
2275
Focused Wealth Management
New York
$839K +$3.09K +26 +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.