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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
CWM
2926
Cahaba Wealth Management
Georgia
$347K -$15K -126 -4%
MIA
2927
MeadowBrook Investment Advisors
Michigan
$347K +$6.3K +53 +2%
HHAA
2928
Henry H. Armstrong Associates
Pennsylvania
$347K -$36.8K -310 -9%
AWC
2929
Adamsbrown Wealth Consultants
Kansas
$346K +$3.33K +28 +0.9%
OPW
2930
Osprey Private Wealth
New York
$346K +$362K +3,050 New
EWM
2931
EPG Wealth Management
Georgia
$346K +$362K +3,045 New
WAS
2932
Wealth Advisory Solutions
Indiana
$345K -$713 -6 -0.2%
UWPG
2933
Ullmann Wealth Partners Group
Florida
$345K +$48.4K +407 +15%
SSW
2934
Smith Shellnut Wilson
Mississippi
$345K -$23.8K -200 -6%
AT
2935
American Trust
Kentucky
$345K +$149K +1,256 +71%
FFA
2936
Fi3 Financial Advisors
Indiana
$344K -$15.1K -127 -4%
CRWM
2937
Castle Rock Wealth Management
California
$344K -$7.72K -65 -2%
BAM
2938
Byrne Asset Management
New Jersey
$344K +$360K +3,030 New
MCM
2939
Mainstay Capital Management
Michigan
$344K +$713 +6 +0.2%
DBRC
2940
D.B. Root & Company
Pennsylvania
$343K +$3.56K +30 +1%
VC
2941
Veery Capital
Delaware
$342K -$1.43K -12 -0.4%
RR
2942
Robotti Robert
$341K
WIM
2943
Westside Investment Management
California
$339K -$5.46K -46 -2%
TIA
2944
Tandem Investment Advisors
South Carolina
$339K +$86K +724 +32%
SI
2945
Seeds Investor
New York
$339K +$23.9K +201 +7%
OPOWM
2946
One Plus One Wealth Management
Florida
$338K -$80.2K -675 -18%
EA
2947
Eclectic Associates
California
$337K +$7.96K +67 +2%
WPA
2948
Winning Points Advisors
Florida
$336K +$383K +3,222 New
DWA
2949
Delta Wealth Advisors
Indiana
$336K
LFG
2950
Lockerman Financial Group
California
$336K -$43.5K -366 -11%

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.