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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
SFG
2576
Sovereign Financial Group
Connecticut
$548K -$8.67K -73 -1%
TFG
2577
Tilson Financial Group
New Jersey
$547K
OAM
2578
Oxford Asset Management
United Kingdom
$546K -$157K -1,319 -22%
RWP
2579
Revolve Wealth Partners
New Jersey
$545K -$713 -6 -0.1%
NCM
2580
Next Capital Management
New York
$544K -$12.2K -103 -2%
CG
2581
Clarus Group
Texas
$544K -$218K -1,836 -28%
MIC
2582
Meridian Investment Counsel
California
$543K
ACC
2583
Acorn Creek Capital
Colorado
$542K -$14K -118 -2%
APW
2584
Acima Private Wealth
Virginia
$541K
MAG
2585
Mayfair Advisory Group
Alabama
$541K +$2.97K +25 +0.5%
CAL
2586
Capital Advisors Ltd
Ohio
$539K -$24.7K -208 -4%
PBK
2587
Peoples Bank (Kansas)
Kansas
$539K
DFG
2588
Dupree Financial Group
Kentucky
$537K +$28K +236 +5%
MAM
2589
Montchanin Asset Management
Delaware
$537K
CFO
2590
Collective Family Office
Pennsylvania
$536K -$33.6K -283 -6%
HFRG
2591
Houlihan Financial Resource Group
Virginia
$536K +$356 +3 +0.1%
FTC
2592
Farmers Trust Company
Ohio
$535K -$950 -8 -0.2%
AC
2593
Annandale Capital
Texas
$534K -$1.78K -15 -0.3%
CFO
2594
Callan Family Office
Pennsylvania
$534K +$15.4K +130 +3%
WCFA
2595
Walkner Condon Financial Advisors
Wisconsin
$533K +$33.6K +283 +6%
EW
2596
Elyxium Wealth
California
$532K +$556K +4,681 New
IWP
2597
Invenio Wealth Partners
Florida
$531K -$14.7K -124 -3%
JWM
2598
JGP Wealth Management
Oregon
$531K +$21.3K +179 +4%
LK
2599
Lumbard & Kellner
New Hampshire
$530K
CSA
2600
Cottage Street Advisors
Massachusetts
$530K

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.