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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
NFG
2326
Nadler Financial Group
Illinois
$783K +$75.1K +632 +10%
ORC
2327
O'Rourke & Company
Massachusetts
$780K +$52.5K +442 +7%
ACM
2328
Avalon Capital Management
California
$778K -$195K -1,640 -19%
WFC
2329
Western Financial Corp
California
$778K -$207K -1,739 -20%
GFA
2330
Gallagher Fiduciary Advisors
Illinois
$777K -$341K -2,873 -30%
BSB
2331
Bangor Savings Bank
Maine
$775K -$3.8K -32 -0.5%
APW
2332
Austin Private Wealth
Texas
$774K +$81.5K +686 +11%
SP
2333
Successful Portfolios
Florida
$773K -$15.7K -132 -2%
DIM
2334
Delta Investment Management
California
$773K -$119K -999 -13%
AMG
2335
Asset Management Group
Connecticut
$773K +$4.51K +38 +0.6%
LAM
2336
Lynch Asset Management
Pennsylvania
$772K +$137K +1,150 +20%
BOM
2337
Bank of Marin
California
$769K +$131K +1,100 +19%
TRIA
2338
Trail Ridge Investment Advisors
Colorado
$768K -$26.5K -223 -3%
GMFG
2339
Greater Midwest Financial Group
Minnesota
$768K -$2.26K -19 -0.3%
WI
2340
WrapManager Inc
California
$767K +$129K +1,086 +19%
MLA
2341
My Legacy Advisors
Oregon
$767K -$241K -2,029 -23%
TFF
2342
The Family Firm
Maryland
$767K +$13.4K +113 +2%
CWM
2343
Cranbrook Wealth Management
Michigan
$767K +$196K +1,650 +32%
SCP
2344
Sivia Capital Partners
California
$767K +$31.7K +267 +4%
Wolverine Trading
2345
Wolverine Trading
Illinois
$766K -$4.44M -37,390 -85%
HFS
2346
Heritage Financial Services
Massachusetts
$762K -$2.02K -17 -0.3%
SCG
2347
Sonata Capital Group
Washington
$762K +$119 +1 +0%
IA
2348
IFG Advisors
Missouri
$762K +$18.7K +157 +2%
OWA
2349
Octavia Wealth Advisors
Ohio
$760K -$117K -986 -13%
FAFN
2350
First Affirmative Financial Network
Colorado
$759K +$124K +1,045 +19%

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.