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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
NIM
3026
Nexus Investment Management
Ontario, Canada
$298K
LSWM
3027
Lorne Steinberg Wealth Management
Canada
$298K
TWM
3028
Triton Wealth Management
Arizona
$298K
NG
3029
NWK Group
California
$297K
WAM
3030
Walker Asset Management
Missouri
$297K -$6.53K -55 -2%
WJA
3031
Willis Johnson & Associates
Texas
$297K +$33.3K +280 +12%
EWM
3032
Endowment Wealth Management
Wisconsin
$296K +$8.08K +68 +3%
AWS
3033
Arkfeld Wealth Strategies
Nebraska
$296K
CBOR
3034
Community Bank of Raymore
Missouri
$296K
NJBEST
3035
New Jersey Better Educational Savings Trust
New Jersey
$296K
BRG
3036
Bay Rivers Group
Virginia
$293K
PGF
3037
Plan Group Financial
Oklahoma
$293K +$306K +2,576 New
MWP
3038
Meridian Wealth Partners
Pennsylvania
$290K -$41.3K -348 -12%
CHA
3039
Cooper/Haims Advisors
New York
$290K -$28K -236 -8%
LWM
3040
LJI Wealth Management
Indiana
$290K -$31K -261 -9%
LAS
3041
LWM Advisory Services
Florida
$289K +$52.5K +442 +21%
SF
3042
Slagle Financial
Illinois
$289K -$33K -278 -10%
HBS
3043
Howard Bailey Securities
Indiana
$288K +$301K +2,535 New
MGWA
3044
Monument Group Wealth Advisors
Massachusetts
$287K
SCI
3045
Silver Coast Investments
United States
$287K +$15.3K +129 +5%
SFC
3046
Swisher Financial Concepts
Ohio
$286K
CFA
3047
CWS Financial Advisors
Michigan
$286K -$1.78K -15 -0.6%
JCM
3048
Jag Capital Management
Missouri
$286K
III
3049
Independent Investors Inc
New York
$284K
FL
3050
Fort LP
Maryland
$284K -$11.9K -100 -4%

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.