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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
JBA
2601
Johnson Bixby & Associates
Washington
$530K
FZCM
2602
Flynn Zito Capital Management
New York
$530K +$1.31K +11 +0.2%
DFA
2603
DHJJ Financial Advisors
Illinois
$530K
VV
2604
Verity & Verity
South Carolina
$529K +$150K +1,262 +37%
CCFM
2605
Clear Creek Financial Management
Washington
$528K -$43.2K -364 -7%
HWMG
2606
Hurlow Wealth Management Group
Indiana
$528K -$2.14K -18 -0.4%
S
2607
Sunpointe
Missouri
$527K -$11.9K -100 -2%
ODIJL
2608
One Day In July LLC
Vermont
$527K +$197K +1,658 +56%
HAS
2609
HBW Advisory Services
California
$527K -$44K -370 -7%
SWM
2610
Sendero Wealth Management
Texas
$526K +$22.3K +188 +4%
3F
2611
360 Financial
Minnesota
$526K +$21.3K +179 +4%
FCFC
2612
First Citizens Financial Corp
Iowa
$525K
UBV
2613
United Bank (Virginia)
Virginia
$524K
DWAM
2614
Duncan Williams Asset Management
Tennessee
$524K +$548K +4,611 New
BWA
2615
Bordeaux Wealth Advisors
California
$522K +$28.5K +240 +6%
NRC
2616
New Republic Capital
North Carolina
$522K +$10.5K +88 +2%
WFMPM
2617
Woodley Farra Manion Portfolio Management
Indiana
$521K +$4.75K +40 +0.9%
HPM
2618
Hoxton Planning & Management
West Virginia
$520K +$38.4K +323 +8%
PPP
2619
Private Portfolio Partners
New Jersey
$519K +$543K +4,572 New
UL
2620
Unionview LLC
Washington
$518K
WIM
2621
Warwick Investment Management
Texas
$518K +$27.9K +235 +5%
SCM
2622
SOL Capital Management
Maryland
$517K +$11.9K +100 +2%
SWRP
2623
Summit Wealth & Retirement Planning
California
$516K +$119 +1 +0%
MPIA
2624
Mountain Pacific Investment Advisers
Idaho
$516K +$11.4K +96 +2%
STA
2625
Smith Thornton Advisors
Alabama
$515K +$15.4K +130 +3%

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.