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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
BCM
2851
Brown Capital Management
Maryland
$389K
CWC
2852
Carolinas Wealth Consulting
North Carolina
$389K +$132K +1,113 +49%
OWA
2853
ORBA Wealth Advisors
Illinois
$388K -$21.3K -179 -5%
SWP
2854
Semus Wealth Partners
Florida
$387K +$46.9K +395 +13%
CCP
2855
Carmel Capital Partners
California
$387K +$27.8K +234 +7%
OCPWS
2856
One Charles Private Wealth Services
Massachusetts
$387K +$238 +2 +0.1%
FCIM
2857
Fairview Capital Investment Management
California
$387K +$60.7K +511 +18%
EGWAG
2858
Elwood & Goetz Wealth Advisory Group
Georgia
$386K
MFWP
2859
Mosaic Family Wealth Partners
Missouri
$386K
LFA
2860
Laraway Financial Advisors
Minnesota
$385K -$5.94K -50 -1%
GCM
2861
Gallacher Capital Management
Colorado
$385K +$402K +3,386 New
BFS
2862
Beacon Financial Strategies
North Carolina
$384K +$119 +1 +0%
PAM
2863
PVG Asset Management
Colorado
$384K +$402K +3,380 New
VP
2864
Verum Partners
North Carolina
$384K -$7.37K -62 -2%
FA
2865
Fermata Advisors
California
$384K +$5.46K +46 +1%
MW
2866
Maia Wealth
Colorado
$383K +$9.03K +76 +2%
TW
2867
Traveka Wealth
California
$382K -$8.08K -68 -2%
JCM
2868
Jacobsen Capital Management
Utah
$382K -$62.4K -525 -14%
Marshall Wace
2869
Marshall Wace
United Kingdom
$382K -$307M -2,580,823 -100%
CC
2870
Corton Capital
Ontario, Canada
$380K +$397K +3,344 New
WCG
2871
Weaver Consulting Group
California
$379K
SW
2872
SkyOak Wealth
Michigan
$379K
MM
2873
MQS Management
New York
$378K -$424K -3,565 -52%
MIFH
2874
Migdal Insurance & Financial Holdings
Israel
$378K -$182K -1,534 -32%
Cohen & Steers
2875
Cohen & Steers
New York
$378K +$7.6K +64 +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.