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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
FFO
2751
Fortitude Family Office
Arizona
$431K +$270K +2,271 +149%
MF
2752
Manchester Financial
California
$431K +$2.5K +21 +0.6%
FPGK
2753
Financial Partners Group (Kansas)
Kansas
$429K +$2.26K +19 +0.5%
VCM
2754
Viewpoint Capital Management
Washington
$429K
FSG
2755
Financial Strategies Group
Michigan
$429K -$950 -8 -0.2%
SWM
2756
Seed Wealth Management
Illinois
$428K
FOA
2757
Five Oceans Advisors
California
$427K +$75.8K +638 +20%
TF
2758
Tudor Financial
Ohio
$427K +$446K +3,758 New
TAM
2759
Titleist Asset Management
Texas
$427K +$3.09K +26 +0.7%
SWIM
2760
Smallwood Wealth Investment Management
New Jersey
$427K +$23.8K +200 +6%
AGC
2761
Aspen Grove Capital
Colorado
$426K +$6.77K +57 +2%
MTC
2762
McDaniel Terry & Co
Texas
$426K -$9.62K -81 -2%
AWM
2763
AllSquare Wealth Management
New York
$426K
SL
2764
Summitry LLC
California
$426K +$109K +920 +33%
NC
2765
Napatree Capital
Rhode Island
$424K +$214K +1,803 +93%
EHWM
2766
Eads & Heald Wealth Management
Georgia
$424K -$94.5K -795 -18%
GWAG
2767
Garrett Wealth Advisory Group
Texas
$423K
HBWM
2768
Hollow Brook Wealth Management
New York
$423K +$20.7K +174 +5%
SCP
2769
Seizert Capital Partners
Michigan
$422K
TFGT
2770
TS Financial Group (TSFG)
Illinois
$422K -$183K -1,544 -29%
OKSA
2771
O'Keefe Stevens Advisory
New York
$422K
WA
2772
Wambolt & Associates
Colorado
$421K
BL
2773
Balentine LLC
Georgia
$421K +$86.1K +725 +24%
SFFS
2774
Stonehage Fleming Financial Services
Jersey
$420K -$1.54K -13 -0.3%
ARC
2775
Advisor Resource Council
Texas
$420K +$439K +3,698 New

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.