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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
CWA
2776
Clearview Wealth Advisors
Oregon
$418K -$12.6K -106 -3%
TIM
2777
Tortoise Investment Management
New York
$418K -$5.94K -50 -1%
ACM
2778
Arcataur Capital Management
Wisconsin
$417K +$7.72K +65 +2%
IIM
2779
Ironwood Investment Management
Massachusetts
$417K
NQWM
2780
Northwest Quadrant Wealth Management
Oregon
$417K +$1.19K +10 +0.3%
POIA
2781
Pin Oak Investment Advisors
Texas
$416K -$12K -101 -3%
PCG
2782
PFC Capital Group
California
$416K +$7.13K +60 +2%
PP
2783
PFS Partners
New Jersey
$416K +$2.61K +22 +0.6%
CA
2784
Carson Advisory
Georgia
$416K +$12.5K +105 +3%
MWA
2785
Muirfield Wealth Advisors
North Carolina
$415K +$2.61K +22 +0.6%
DCBT
2786
Dakota Community Bank & Trust
North Dakota
$414K +$2.97K +25 +0.7%
PWM
2787
Palumbo Wealth Management
New York
$414K -$238 -2 -0.1%
BI
2788
Ballast Inc
Kentucky
$413K -$3.8K -32 -0.9%
PIP
2789
Peachtree Investment Partners
Florida
$412K -$28.6K -241 -6%
RFA
2790
RTD Financial Advisors
Pennsylvania
$412K -$7.01K -59 -2%
SG
2791
Somerset Group
Minnesota
$410K
CCM
2792
Chiron Capital Management
Florida
$410K +$108K +911 +34%
BWM
2793
BlackDiamond Wealth Management
New York
$409K +$29K +244 +6%
OFW
2794
Omnia Family Wealth
Florida
$408K -$21.6K -182 -5%
MHR
2795
Matthew Hamilton Rosenberg
$408K +$19.1K +161 +5%
GP
2796
Greenline Partners
New York
$406K
CNTOF
2797
Canandaigua National Trust of Florida
New York
$406K +$425K +3,579 New
PCMM
2798
Piedmont Capital Management (Montana)
Montana
$406K -$5.82K -49 -1%
GFWA
2799
Grey Fox Wealth Advisors
Delaware
$406K -$20.7K -174 -5%
TSW
2800
Three Seasons Wealth
Utah
$406K +$421K +3,547 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.