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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
APWM
2476
Argonautica Private Wealth Management
Massachusetts
$636K
WP
2477
Westmount Partners
California
$633K +$20.4K +172 +3%
CC
2478
Cornerstone Capital
California
$632K -$20.8K -175 -3%
CA
2479
Cortland Associates
Missouri
$632K +$2.85K +24 +0.4%
AFT
2480
Alpha Family Trust
California
$631K
BSSFA
2481
Baron Silver Stevens Financial Advisors
Florida
$631K +$57.6K +485 +10%
TPWA
2482
TRUE Private Wealth Advisors
Oregon
$630K -$10.3K -87 -2%
RSWA
2483
Robinson Smith Wealth Advisors
Maine
$630K -$58.9K -496 -8%
BAM
2484
Blueshift Asset Management
New Jersey
$629K +$337K +2,834 +105%
DWM
2485
Defined Wealth Management
Oregon
$629K +$2.85K +24 +0.4%
OCM
2486
Orion Capital Management
California
$629K
MC
2487
Mathes Company
New York
$627K -$2.97K -25 -0.5%
CCT
2488
Capital City Trust
Florida
$626K +$16.4K +138 +3%
WC
2489
Westhampton Capital
North Carolina
$626K
HC
2490
Henshaw Capital
Massachusetts
$625K
CA
2491
CWC Advisors
Oregon
$624K +$653K +5,498 New
Fiera Capital (Canada)
2492
Fiera Capital (Canada)
Quebec, Canada
$624K +$74.7K +629 +13%
HA
2493
Harfst & Associates
Wyoming
$622K -$91.6K -771 -12%
BLAM
2494
Bourne Lent Asset Management
New York
$621K
MPWS
2495
McCarter Private Wealth Services
Massachusetts
$621K +$650K +5,467 New
EAM
2496
Everstar Asset Management
North Carolina
$619K +$647K +5,449 New
FC
2497
FCA Corp
Texas
$616K
SFS
2498
Summit Financial Strategies
Ohio
$613K
LT
2499
Legacy Trust
Michigan
$613K -$30.9K -260 -5%
OIA
2500
Optimum Investment Advisors
Illinois
$613K -$119K -1,000 -16%

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.