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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
SIGI
2976
Susquehanna International Group (Ireland)
Ireland
$323K +$338K +2,842 New
DSA
2977
Droms Strauss Advisors
Missouri
$323K
SC
2978
Schubert & Co
Texas
$323K +$2.14K +18 +0.6%
LCM
2979
Lazari Capital Management
California
$322K +$10.9K +92 +3%
WC
2980
Waterloo Capital
Texas
$321K -$38K -320 -10%
GCAC
2981
Guardian Capital Advisors (Canada)
Ontario, Canada
$321K
MCA
2982
Maryland Capital Advisors
Maryland
$320K
WAC
2983
William Allan Corp
Colorado
$320K -$713 -6 -0.2%
OLVIG
2984
Oliver Lagore Vanvalin Investment Group
Michigan
$320K
LAM
2985
Lewis Asset Management
California
$320K +$76.2K +641 +29%
CG
2986
CFO4Life Group
Texas
$319K -$8.91K -75 -3%
BBW
2987
Blue Barn Wealth
Utah
$319K -$3.44K -29 -1%
AWA
2988
Amplius Wealth Advisors
Pennsylvania
$319K -$12.1K -102 -4%
SSWM
2989
Strait & Sound Wealth Management
California
$319K -$23.2K -195 -6%
HCM
2990
Harvey Capital Management
Florida
$318K
DCM
2991
Davis Capital Management
Florida
$318K +$45K +379 +16%
PMFA
2992
Plante Moran Financial Advisors
Michigan
$317K -$1.36M -11,487 -80%
BSAM
2993
Blue Square Asset Management
New York
$317K -$9.5K -80 -3%
OC
2994
Oarsman Capital
Wisconsin
$316K +$34K +286 +11%
HWM
2995
Hohimer Wealth Management
Washington
$316K
WSWA
2996
Warren Street Wealth Advisors
California
$316K -$12.6K -106 -4%
BIA
2997
Bell Investment Advisors
California
$314K -$5.35K -45 -2%
FWP
2998
Falcon Wealth Planning
California
$314K +$23K +194 +8%
PWM
2999
Penobscot Wealth Management
Maine
$314K +$28.2K +237 +9%
PA
3000
PSI Advisors
Florida
$314K +$713 +6 +0.2%

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.