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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
ERSOT
226
Employees Retirement System of Texas
Texas
$88M +$19.9M +167,200 +28%
HTC
227
Haverford Trust Company
Pennsylvania
$85.8M -$6.44M -54,165 -7%
LGF
228
LGT Group Foundation
Liechtenstein
$82.9M +$5.03M +42,364 +6%
TAF
229
Tredje AP-fonden
Sweden
$82.5M -$21.6M -182,130 -20%
ASRS
230
Arizona State Retirement System
Arizona
$82.5M -$952K -8,011 -1%
DnB Asset Management
231
DnB Asset Management
Norway
$82.1M +$4.96M +41,716 +6%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$80.6M -$3.32M -27,950 -4%
Artisan Partners
233
Artisan Partners
Wisconsin
$80.6M +$1.25M +10,501 +2%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$80.2M +$18.6M +156,525 +28%
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$79.8M -$249K -2,094 -0.3%
SOMRS
236
State of Michigan Retirement System
Michigan
$78.4M -$404K -3,400 -0.5%
FAF
237
Första AP-fonden
Sweden
$75.9M +$7.22M +60,800 +10%
HA
238
Homestead Advisers
Virginia
$74.3M -$59.4K -500 -0.1%
CAM
239
Cacti Asset Management
Georgia
$74.2M
First Trust Advisors
240
First Trust Advisors
Illinois
$74.1M +$7.47M +62,892 +11%
HPC
241
HM Payson & Co
Maine
$73.9M +$11.1M +93,401 +17%
CCMG
242
Clark Capital Management Group
Pennsylvania
$73.8M -$56.5M -475,240 -42%
BTW
243
Boston Trust Walden
Massachusetts
$72.2M -$767K -6,460 -1%
Lazard Asset Management
244
Lazard Asset Management
New York
$72M -$68.1M -573,279 -47%
FPCG
245
Fort Pitt Capital Group
Pennsylvania
$71M +$5.66M +47,615 +8%
SMDAM
246
Sumitomo Mitsui DS Asset Management
Japan
$70.6M +$6.8M +57,198 +10%
FCI
247
Financial Counselors Inc
Kansas
$70.3M +$3.19M +26,836 +5%
CF
248
Corebridge Financial
Texas
$70.1M -$2.27M -19,091 -3%
GAM
249
Groupama Asset Management
France
$69.6M +$17.2M +144,961 +10%
ORIO
250
Old Republic International (ORI)
Illinois
$69.1M

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.