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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
CCG
2551
Coastwise Capital Group
California
$567K +$58K +488 +11%
GWM
2552
Greenwich Wealth Management
Connecticut
$566K -$37.7K -317 -6%
BRA
2553
Bender Robert & Associates
California
$566K +$592K +4,982 New
SAM
2554
Sawgrass Asset Management
Florida
$563K -$374K -3,145 -39%
BAM
2555
BOS Asset Management
Illinois
$562K
CC
2556
Constitution Capital
Connecticut
$562K +$11.9K +100 +2%
LA
2557
Lane & Associates
New Jersey
$560K +$201K +1,689 +52%
LCM
2558
Liberty Capital Management
Michigan
$560K
MCM
2559
Mendel Capital Management
Arkansas
$559K -$37.2K -313 -6%
BWM
2560
Birchcreek Wealth Management
Ohio
$559K +$26.6K +224 +5%
ICA
2561
Infrastructure Capital Advisors
New York
$558K +$584K +4,918 New
BWP
2562
Balboa Wealth Partners
Arizona
$558K -$85.2K -717 -13%
FGA
2563
Fortis Group Advisors
New Jersey
$558K -$1.54K -13 -0.3%
MWM
2564
Merriman Wealth Management
Washington
$557K +$23.2K +195 +4%
VAG
2565
VisionPoint Advisory Group
Texas
$557K +$52.6K +443 +10%
SMA
2566
Seven Mile Advisory
New Jersey
$557K +$19.6K +165 +3%
CPA
2567
Cardiff Park Advisors
California
$556K +$950 +8 +0.2%
OCM
2568
Objective Capital Management
Ohio
$556K +$582K +4,898 New
WIA
2569
Wetzel Investment Advisors
Indiana
$556K +$38.4K +323 +7%
4WM
2570
44 Wealth Management
Oregon
$556K +$621K +5,225 New
RB
2571
Renasant Bank
Mississippi
$556K -$68.9K -580 -11%
NCM
2572
Neumann Capital Management
California
$555K -$214K -1,800 -27%
PTC
2573
Petrus Trust Company
Texas
$551K +$285K +2,400 +98%
HEIP
2574
Hudson Edge Investment Partners
New Jersey
$551K
WCM
2575
Westend Capital Management
California
$549K +$12.4K +104 +2%

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.