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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
PPW
2801
Presilium Private Wealth
Pennsylvania
$405K -$92.9K -782 -18%
LAS
2802
Legacy Advisory Services
Pennsylvania
$405K
SDWMA
2803
Schneider Downs Wealth Management Advisors
Pennsylvania
$404K +$4.51K +38 +1%
MAG
2804
MRA Advisory Group
New Jersey
$404K -$2.85K -24 -0.7%
WCWM
2805
Willow Creek Wealth Management
California
$404K -$34.7K -292 -8%
MAM
2806
McLean Asset Management
Virginia
$404K -$3.09K -26 -0.7%
VFP
2807
Verus Financial Partners
Virginia
$403K +$3.09K +26 +0.7%
PCM
2808
Perritt Capital Management
Illinois
$403K +$4.4K +37 +1%
NFA
2809
Northwest Financial Advisors
Virginia
$402K
AWC
2810
Abundance Wealth Counselors
Pennsylvania
$402K +$29.5K +248 +8%
GWSG
2811
GPS Wealth Strategies Group
Colorado
$402K +$119 +1 +0%
LA
2812
Latitude Advisors
Florida
$401K +$3.44K +29 +0.8%
FPFS
2813
First Personal Financial Services
North Carolina
$401K +$1.07K +9 +0.3%
RIM
2814
Redwood Investment Management
Arizona
$401K -$1.23M -10,364 -75%
HWM
2815
Hemington Wealth Management
Virginia
$401K -$91.8K -773 -16%
DA
2816
Dillon & Associates
Michigan
$401K +$8.32K +70 +2%
TCB
2817
Texas Capital Bancshares
Texas
$401K -$15.1K -127 -3%
EC
2818
EdgeRock Capital
Colorado
$401K +$62K +522 +17%
FWM
2819
FFT Wealth Management
Pennsylvania
$401K +$78.6K +662 +23%
CWS
2820
Cypress Wealth Services
California
$401K -$3.68K -31 -0.9%
IW
2821
Instrumental Wealth
Florida
$399K -$3.8K -32 -0.9%
BWM
2822
BKM Wealth Management
Wisconsin
$399K -$700K -5,889 -63%
GA
2823
Greenspring Advisors
Maryland
$398K +$416K +3,501 New
RPGK
2824
Retirement Planning Group (Kansas)
Kansas
$397K +$416K +3,499 New
EWS
2825
Eagle Wealth Strategies
New Jersey
$397K +$8.08K +68 +2%

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.