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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
CAI
2276
Capital Advisors Inc
Oklahoma
$839K -$15.2K -128 -2%
VFA
2277
Voya Financial Advisors
Connecticut
$837K +$53.6K +451 +7%
MCM
2278
Morton Capital Management
California
$837K +$68.7K +578 +9%
VC
2279
Vestor Capital
Illinois
$836K +$713 +6 +0.1%
ECA
2280
Elevated Capital Advisors
Utah
$836K +$209K +1,763 +32%
MWM
2281
MGB Wealth Management
Texas
$835K +$8.91K +75 +1%
MFG
2282
Magnus Financial Group
New York
$834K +$39.3K +331 +5%
PB
2283
Pinnacle Bancorp
Nebraska
$833K +$131K +1,105 +18%
GWA
2284
GGM Wealth Advisors
Maryland
$833K +$4.28K +36 +0.5%
AOI
2285
Auto-Owners Insurance
Michigan
$829K
SFM
2286
Systematic Financial Management
New Jersey
$829K
WA
2287
Waddell & Associates
Tennessee
$828K -$4.99K -42 -0.6%
IAS
2288
Investment Advisory Services
Texas
$826K +$12K +101 +1%
EBA
2289
Eagle Bay Advisors
New York
$826K -$45.1K -380 -5%
HFS
2290
Howard Financial Services
Texas
$826K -$8.44K -71 -1%
GWI
2291
Grace & White Inc
New York
$825K
BFPW
2292
BOK Financial Private Wealth
Colorado
$824K +$57.4K +483 +7%
LWM
2293
Laidlaw Wealth Management
New York
$823K +$103K +867 +14%
WAAG
2294
Wealth Alliance Advisory Group
Kansas
$822K +$104K +878 +14%
BIM
2295
Baldwin Investment Management
Pennsylvania
$820K +$11.9K +100 +1%
CTC
2296
Cetera Trust Company
Minnesota
$819K -$11.9K -100 -1%
FWA
2297
FSM Wealth Advisors
Ohio
$818K +$53.3K +449 +7%
CCB
2298
Cutter & Co Brokerage
Missouri
$817K -$13.4K -113 -2%
SWMP
2299
Signature Wealth Management Partners
New Jersey
$817K +$119 +1 +0%
OP
2300
ORG Partners
Indiana
$816K +$355K +2,988 +71%

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.