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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
CFG
2526
Cooper Financial Group
California
$596K -$320K -2,692 -34%
ITIM
2527
Indiana Trust & Investment Management
Indiana
$593K -$4.75K -40 -0.8%
RGC
2528
Roberts, Glore & Co
Illinois
$591K
SPWG
2529
Syntegra Private Wealth Group
Missouri
$591K -$11.6K -98 -2%
TSWM
2530
Tyler-Stone Wealth Management
Ohio
$588K +$326K +2,741 +112%
WI
2531
WBI Investments
New Jersey
$588K +$615K +5,178 New
HCP
2532
Holt Capital Partners
Texas
$587K +$109K +918 +22%
PIA
2533
Perennial Investment Advisors
California
$586K -$123K -1,032 -17%
FUBT
2534
First United Bank & Trust
Maryland
$586K -$6.3K -53 -1%
HBW
2535
Hazlett, Burt & Watson
West Virginia
$586K +$32.8K +276 +6%
PCM
2536
Pointe Capital Management
Michigan
$581K +$26.4K +222 +5%
CFGA
2537
Cambridge Financial Group (Arizona)
Arizona
$581K +$30.1K +253 +5%
CCA
2538
Cora Capital Advisors
New Jersey
$580K -$475 -4 -0.1%
CFD
2539
Creative Financial Designs
Indiana
$579K +$15.7K +132 +3%
LSC
2540
Lesa Sroufe & Co
Washington
$579K
RA
2541
Rise Advisors
New York
$579K -$21.4K -180 -3%
PCMC
2542
Private Capital Management (Colorado)
Colorado
$578K -$61.1K -514 -9%
BFA
2543
Beacon Financial Advisory
Ohio
$576K -$2.73K -23 -0.5%
ME
2544
McIlrath & Eck
Washington
$575K +$19.2K +162 +3%
BST
2545
Bath Savings Trust
Maine
$574K -$47.5K -400 -7%
BW
2546
BIP Wealth
Georgia
$573K +$115K +970 +24%
PGWM
2547
Parisi Gray Wealth Management
New Jersey
$570K +$2.97K +25 +0.5%
EWA
2548
Emergent Wealth Advisors
New York
$570K +$40.8K +343 +7%
ACM
2549
Advent Capital Management
New York
$568K +$594K +5,000 New
OBGC
2550
O'Brien Greene & Co
Pennsylvania
$567K -$46.2K -389 -7%

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.