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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
ACP
2676
Aveo Capital Partners
Colorado
$480K -$75.7K -637 -13%
AA
2677
Aire Advisors
California
$480K -$2.5K -21 -0.5%
FC
2678
Fairscale Capital
New Hampshire
$480K
HWA
2679
HHM Wealth Advisors
Tennessee
$479K +$1.66K +14 +0.3%
PM
2680
Penbrook Management
New York
$478K +$11.9K +100 +2%
MWC
2681
MBM Wealth Consultants
Missouri
$475K +$15.4K +130 +3%
TVM
2682
True Vision MN
Minnesota
$475K +$77.8K +655 +19%
OCM
2683
Osterweis Capital Management
California
$475K -$73.7K -620 -13%
GAM
2684
Gould Asset Management
California
$475K -$10.7K -90 -2%
BA
2685
Bluesphere Advisors
Pennsylvania
$475K -$63.4K -534 -11%
RA
2686
Riverstone Advisors
Texas
$473K
SCM
2687
Stevens Capital Management
Pennsylvania
$473K -$1.61M -13,563 -77%
EFG
2688
Embree Financial Group
Illinois
$472K -$10.1K -85 -2%
QFA
2689
Quantum Financial Advisors
California
$470K +$136K +1,145 +38%
PIA
2690
Powell Investment Advisors
Florida
$470K +$7.49K +63 +2%
FH
2691
FWG Holdings
Florida
$470K -$9.27K -78 -2%
AIFAIM
2692
American Institute for Advanced Investment Management
Arizona
$470K
SM
2693
Sciencast Management
New Jersey
$469K +$99.1K +834 +25%
VIP
2694
Vista Investment Partners
Oklahoma
$469K -$3.8K -32 -0.8%
MWPCG
2695
Measured Wealth Private Client Group
New Hampshire
$467K -$202K -1,702 -29%
FLII
2696
First Long Island Investors
New York
$466K -$136K -1,148 -22%
AWM
2697
Aviso Wealth Management
Washington
$466K +$69.6K +586 +17%
PFWA
2698
Paces Ferry Wealth Advisors
Georgia
$465K -$2.26K -19 -0.5%
GIP
2699
Greatmark Investment Partners
Georgia
$464K -$23.8K -200 -5%
FFA
2700
Florida Financial Advisors
Florida
$464K +$29.2K +246 +6%

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.