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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
WCM
2651
Wedge Capital Management
North Carolina
$500K +$32K +269 +7%
MFC
2652
Morris Financial Concepts
South Carolina
$499K +$8.44K +71 +2%
EAM
2653
Evanson Asset Management
California
$499K -$87.2K -734 -14%
CGH
2654
CMG Global Holdings
Texas
$498K +$34.1K +287 +7%
EC
2655
EntryPoint Capital
New York
$498K +$425K +3,575 +441%
RCG
2656
Regatta Capital Group
California
$498K +$2.26K +19 +0.4%
CMI
2657
Clare Market Investments
Texas
$497K -$15.8K -133 -3%
BWM
2658
Brophy Wealth Management
New Hampshire
$494K +$517K +4,349 New
EAM
2659
Empirical Asset Management
Massachusetts
$493K +$66.3K +558 +2%
KC
2660
Kinloch Capital
Virginia
$493K -$119 -1 -0%
TGAM
2661
TBH Global Asset Management
Tennessee
$493K -$594 -5 -0.1%
PWA
2662
Physician Wealth Advisors
Utah
$492K +$594 +5 +0.1%
FB
2663
First Bancorp
Maine
$492K -$2.61K -22 -0.5%
CWA
2664
Centennial Wealth Advisory
Michigan
$491K +$40.4K +340 +9%
MTIM
2665
Marathon Trading Investment Management
Pennsylvania
$490K +$437K +3,682 +584%
GS
2666
Gagnon Securities
New York
$489K -$20.6K -173 -4%
PEA
2667
Park Edge Advisors
Ohio
$488K -$6.77K -57 -1%
VI
2668
Versor Investments
New York
$487K +$510K +4,291 New
PCMC
2669
Paragon Capital Management (Colorado)
Colorado
$486K +$950 +8 +0.2%
BSHC
2670
Breed's Hill Capital
Massachusetts
$484K
HFP
2671
Holistic Financial Partners
Indiana
$483K -$4.4K -37 -0.9%
CG
2672
Cynosure Group
Utah
$483K +$77.9K +656 +18%
PVM
2673
Palogic Value Management
Texas
$483K
SIM
2674
SSI Investment Management
California
$482K -$356 -3 -0.1%
SWM
2675
Sterling Wealth Management
Illinois
$481K +$95K +800 +23%

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.