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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
TFO
2701
Tarbox Family Office
California
$464K
CICI
2702
Capital Investment Counsel Inc
North Carolina
$463K
ACA
2703
Affinity Capital Advisors
California
$463K +$29.6K +249 +7%
AA
2704
Aufman Associates
Pennsylvania
$462K +$483K +4,068 New
HC
2705
Hamilton Capital
Ohio
$461K +$33.1K +279 +7%
HIM
2706
Hanlon Investment Management
New Jersey
$461K +$19.5K +164 +4%
KIG
2707
Kennedy Investment Group
New Jersey
$461K +$70.1K +590 +17%
JF
2708
JSF Financial
California
$459K -$7.6K -64 -2%
AWM
2709
Atticus Wealth Management
Florida
$459K -$6.89K -58 -1%
SHGA
2710
Sand Hill Global Advisors
California
$458K -$3.92K -33 -0.8%
WC
2711
Weil Company
California
$458K -$45.3K -381 -9%
AGA
2712
Arkos Global Advisors
Texas
$458K -$36.5K -307 -7%
TC
2713
Truvestments Capital
Florida
$458K +$107K +903 +29%
BDF
2714
Black Diamond Financial
Maryland
$457K +$356 +3 +0.1%
GGS
2715
Galvin Gaustad & Stein
Arizona
$456K -$49.2K -414 -9%
PSCM
2716
Per Stirling Capital Management
Texas
$456K +$59.9K +504 +14%
PP
2717
Paloma Partners
Connecticut
$456K -$5.34M -44,963 -92%
NFSG
2718
Newbridge Financial Services Group
Florida
$456K -$10.2K -86 -2%
CWM
2719
Centurion Wealth Management
Virginia
$456K +$477K +4,015 New
PS
2720
Planned Solutions
California
$454K -$6.06K -51 -1%
LAI
2721
Legal Advantage Investments
California
$454K
FCM
2722
Firestone Capital Management
Florida
$453K -$13.8K -116 -3%
SWP
2723
Significant Wealth Partners
Illinois
$451K +$55K +463 +13%
SMWM
2724
Silvia McColl Wealth Management
California
$451K
FFG
2725
Fortem Financial Group
California
$450K -$28.3K -238 -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.