We are live on ! Find out more

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
GCM
2726
Goldstream Capital Management
Hong Kong
$450K +$469K +3,945 New
CPRC
2727
Consolidated Portfolio Review Corp
New York
$448K -$26K -219 -5%
FC
2728
Financial Council
Maryland
$447K +$119 +1 +0%
RIG
2729
Ramiah Investment Group
Wisconsin
$446K -$191K -1,606 -29%
OAM
2730
Oak Asset Management
California
$446K -$14.3K -120 -3%
MSRI
2731
Michael S. Ryan Inc
New York
$445K +$356 +3 +0.1%
SP
2732
Symmetry Partners
Connecticut
$445K -$935K -7,866 -67%
CFS
2733
Cannon Financial Strategists
Georgia
$445K -$20.1K -169 -4%
GFG
2734
Goldstone Financial Group
Illinois
$444K -$10.7K -90 -2%
AIA
2735
Angeles Investment Advisors
California
$442K -$24.5K -206 -5%
CJ
2736
Caitlin John
Michigan
$442K +$510K +4,292 +2,201%
HFA
2737
High Falls Advisors
New York
$440K -$22K -185 -5%
GAM
2738
Grandview Asset Management
Pennsylvania
$439K +$238 +2 +0.1%
WFA
2739
WMG Financial Advisors
Tennessee
$439K +$11.2K +94 +2%
EW
2740
Element Wealth
Mississippi
$437K -$78.8K -663 -15%
PFG
2741
PAX Financial Group
Texas
$437K +$37.5K +316 +9%
AA
2742
Advisory Alpha
Michigan
$437K -$10.1K -85 -2%
PFP
2743
Paragon Financial Partners
California
$436K +$238 +2 +0.1%
IIM
2744
InTrack Investment Management
Vermont
$436K +$52.5K +442 +13%
Financial Engines Advisors
2745
Financial Engines Advisors
California
$435K -$172K -1,448 -28%
LSA
2746
Lansing Street Advisors
Pennsylvania
$434K -$15.1K -127 -3%
EA
2747
Emerald Advisors
Washington
$433K -$99.1K -834 -17%
JF
2748
Joule Financial
Kentucky
$433K +$37.8K +318 +9%
CCIA
2749
Campbell & Co Investment Adviser
Maryland
$432K +$233K +1,963 +107%
CWM
2750
Castle Wealth Management
Florida
$431K +$1.78K +15 +0.4%

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.