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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
BBPWM
3076
Blue Bell Private Wealth Management
Pennsylvania
$272K +$594 +5 +0.2%
FA
3077
Fagan Associates
New York
$272K -$11.6K -98 -4%
NI
3078
NDVR Inc
Massachusetts
$272K -$2.38K -20 -0.8%
SF
3079
Safeguard Financial
Wisconsin
$271K +$62.1K +523 +28%
NECFA
3080
New England Capital Financial Advisors
Connecticut
$271K +$1.66K +14 +0.6%
WOSD
3081
WFA of San Diego
California
$271K
TC
3082
TAP Consulting
Missouri
$271K +$8.91K +75 +3%
WAOI
3083
Wealth Advisors of Iowa
Iowa
$271K +$1.43K +12 +0.5%
OPPS
3084
Obsidian Personal Planning Solutions
Maryland
$271K -$1.66K -14 -0.5%
TCBWMS
3085
Texas Capital Bank Wealth Management Services
Texas
$271K +$55.8K +470 +25%
KWM
3086
KFG Wealth Management
Indiana
$269K +$29.1K +245 +12%
DWP
3087
Destiny Wealth Partners
Florida
$269K +$713 +6 +0.3%
FVWA
3088
Foster Victor Wealth Advisors
South Carolina
$269K -$30.4K -256 -10%
FAM
3089
Flaharty Asset Management
Florida
$269K +$1.07K +9 +0.4%
ES
3090
ETF Store
Kansas
$268K +$2.73K +23 +1%
CWM
3091
Cherrydale Wealth Management
New Jersey
$268K -$12.7K -107 -4%
SHWM
3092
Smith & Howard Wealth Management
Georgia
$268K
SAMT
3093
Select Asset Management & Trust
Pennsylvania
$268K +$280K +2,358 New
B
3094
Bellecapital
Switzerland
$268K +$2.26K +19 +0.8%
SFWC
3095
Strategic Family Wealth Counselors
New Jersey
$267K +$27.8K +234 +11%
JEST
3096
JTC Employer Solutions Trustee
Jersey
$267K
BA
3097
Ballast Advisors
Minnesota
$267K -$45.9K -386 -14%
GWM
3098
Gray Wealth Management
Maine
$267K +$238 +2 +0.1%
AR
3099
Apeiron RIA
Texas
$266K -$3.56K -30 -1%
LPAM
3100
Lodestar Private Asset Management
California
$266K -$10.2K -86 -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.