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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
MGWM
2876
Marks Group Wealth Management
Minnesota
$378K -$10.1K -85 -2%
TCOO
2877
Trust Company of Oklahoma
Oklahoma
$378K -$7.01K -59 -2%
MCG
2878
McCollum Christoferson Group
New York
$378K
WQ
2879
Wealth Quarterback
New Jersey
$377K -$67.2K -566 -15%
PPW
2880
Pasadena Private Wealth
California
$376K
SAW
2881
Signal Advisors Wealth
Michigan
$374K +$391K +3,292 New
NFW
2882
Noble Family Wealth
Florida
$374K
OWA
2883
Opal Wealth Advisors
New York
$374K -$10.9K -92 -3%
FG
2884
Foster Group
Iowa
$373K -$32.3K -272 -8%
GA
2885
Goldstein Advisors
Wisconsin
$373K -$21K -177 -5%
SL
2886
Sentinus LLC
Illinois
$373K -$21.4K -180 -5%
GC
2887
Gibson Capital
Pennsylvania
$372K
OPCM
2888
Osborne Partners Capital Management
California
$372K -$119 -1 -0%
SNBOSCI
2889
Security National Bank of Sioux City Iowa
Iowa
$371K
PHWM
2890
Pine Harbor Wealth Management
Maryland
$371K -$5.46K -46 -1%
BFIC
2891
Bedell Frazier Investment Counselling
California
$368K -$11.5K -97 -3%
TWA
2892
Talisman Wealth Advisors
New Jersey
$368K -$24.2K -204 -6%
DBIA
2893
Dumont & Blake Investment Advisors
New Jersey
$368K -$597K -5,026 -61%
PSB
2894
Piscataqua Savings Bank
New Hampshire
$366K
BTWM
2895
Brass Tax Wealth Management
Ohio
$366K +$92.3K +777 +32%
FNBSF
2896
First National Bank Sioux Falls
South Dakota
$365K
MHWM
2897
Montz Harcus Wealth Management
Louisiana
$364K -$25.2K -212 -6%
WA
2898
Waterford Advisors
New York
$364K
MIH
2899
Meitav Investment House
Israel
$364K -$38.7M -325,858 -99%
GL
2900
Gerber LLC
Ohio
$364K +$119 +1 +0%

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.