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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
HIS
3051
Harvest Investment Services
Illinois
$283K +$35.4K +298 +14%
IAG
3052
Investment Advisory Group
Massachusetts
$283K +$49.1K +413 +20%
IWN
3053
Independent Wealth Network
Iowa
$283K +$10.2K +86 +4%
JSA
3054
Jacobson & Schmitt Advisors
Wisconsin
$282K -$4.4K -37 -1%
CFA
3055
Cahill Financial Advisors
Minnesota
$282K -$3.44K -29 -1%
MAP
3056
Moody Aldrich Partners
Massachusetts
$282K -$34.8K -293 -11%
AWS
3057
Aspen Wealth Strategies
Colorado
$282K -$24.4K -205 -8%
SFM
3058
Signet Financial Management
New Jersey
$281K -$923K -7,773 -76%
NCM
3059
Northside Capital Management
Oregon
$280K -$23.8K -200 -7%
OAS
3060
Optivise Advisory Services
Tennessee
$280K +$9.03K +76 +3%
IRAG
3061
Investment Research & Advisory Group
Georgia
$280K
BIM
3062
Breakwater Investment Management
Washington
$279K
CWA
3063
Consilio Wealth Advisors
Washington
$279K +$24.9K +210 +9%
KOCAA
3064
Knights of Columbus Asset Advisors
Connecticut
$279K -$229K -1,931 -44%
EMAM
3065
Encompass More Asset Management
California
$279K +$292K +2,457 New
IWM
3066
Integris Wealth Management
California
$279K
MS
3067
Marshall & Sullivan
Washington
$278K
WIM
3068
WealthPlan Investment Management
Nebraska
$277K +$88.2K +742 +44%
WA
3069
Wealthstream Advisors
New York
$277K -$14.5K -122 -5%
HA
3070
HFG Advisors
Ohio
$277K
AMM
3071
American Money Management
California
$277K -$2.97K -25 -1%
WCA
3072
Waypoint Capital Advisors
Minnesota
$275K -$16.5K -139 -5%
SL
3073
SWMG LLC
Texas
$275K +$332K +2,795 New
LB
3074
Legacy Bridge
Iowa
$273K
WTG
3075
West Tower Group
Virginia
$273K +$285K +2,400 New

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.