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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
SWMG
2626
Signature Wealth Management Group
Georgia
$514K -$36.1K -304 -6%
KCM
2627
KRS Capital Management
Michigan
$514K -$43.2K -364 -7%
BMC
2628
Benin Management Corp
Connecticut
$514K -$7.96K -67 -1%
MWA
2629
Moser Wealth Advisors
Washington
$512K
MA
2630
MBA Advisors
Pennsylvania
$511K -$1.9K -16 -0.4%
PCS
2631
Private Client Services
Kentucky
$511K +$181K +1,523 +51%
XSC
2632
X-Square Capital
Puerto Rico
$511K +$1.31K +11 +0.2%
VC
2633
Veracity Capital
Georgia
$510K -$34K -286 -6%
CA
2634
Calton & Associates
Florida
$510K +$299K +2,515 +127%
DOA
2635
D'Orazio & Associates
Virginia
$510K -$17.9K -151 -3%
PCH
2636
PGIM Custom Harvest
New Jersey
$509K +$107K +900 +25%
HPFG
2637
Hart & Patterson Financial Group
Massachusetts
$509K -$4.28K -36 -0.8%
WLIM
2638
White Lighthouse Investment Management
Massachusetts
$509K
WHCI
2639
W.H. Cornerstone Investments
Massachusetts
$508K +$330K +2,781 +164%
ACA
2640
Atlas Capital Advisors
Wyoming
$508K -$87.3K -735 -14%
CIA
2641
Cohen Investment Advisors
New Hampshire
$507K -$98.8K -832 -16%
NPFS
2642
Novak & Powell Financial Services
Florida
$506K +$1.43K +12 +0.3%
LGG
2643
Luts & Greenleigh Group
Maryland
$504K -$4.87K -41 -0.9%
OWM
2644
OneAscent Wealth Management
Alabama
$503K +$205K +1,722 +64%
TA
2645
TFB Advisors
Kansas
$502K -$55.8K -470 -10%
GI
2646
Gradient Investments
Minnesota
$502K -$141K -1,191 -21%
CWMGP
2647
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$501K -$176K -1,478 -25%
ACM
2648
Armbruster Capital Management
New York
$501K -$49.5K -417 -9%
CMS
2649
Capital Market Strategies
Florida
$501K +$1.19K +10 +0.2%
HWM
2650
Howard Wealth Management
Connecticut
$501K +$9.62K +81 +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.