Merger Fund-IMERIX

13F holders, Q1 2024 (March 31)
1holders
$17.06avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Merger Fund-I (MERIX) in their 13F filings. The largest holder was Motco ($5.2M).

Company
Merger Fund-I
Filed as
THE MERGER FUND INSTL (Q1 2024)
CUSIP
589509207
Latest filing quarter
Q4 2025

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Motco 0.31% Reduce -2.0% 304,270 $5.2M

"% of holder's portfolio" is MERIX's weight in each manager's 13F, not the share of Merger Fund-I the manager owns.