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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
APA
3101
Astoria Portfolio Advisors
New York
$264K -$18.8K -158 -6%
GA
3102
GSG Advisors
New Jersey
$264K +$34.5K +290 +14%
CSWG
3103
Cardinal Strategic Wealth Guidance
Kentucky
$264K -$14.1K -119 -5%
VF
3104
Virtu Financial
New York
$264K -$18.5M -155,572 -99%
CCA
3105
Conservest Capital Advisors
Pennsylvania
$264K
GWA
3106
Geometric Wealth Advisors
District of Columbia
$264K
NC
3107
NovaPoint Capital
Georgia
$263K -$1.54K -13 -0.6%
GSAM
3108
Grant Street Asset Management
Pennsylvania
$263K -$37.3K -314 -12%
JWS
3109
Juncture Wealth Strategies
Arizona
$262K +$33K +278 +14%
AC
3110
Allstate Corporation
Illinois
$262K -$737K -6,205 -73%
BCM
3111
Blume Capital Management
California
$261K
TFP
3112
Triune Financial Partners
Kansas
$260K +$1.66K +14 +0.6%
AIS
3113
American Investment Services
Massachusetts
$260K
DSN
3114
D. Scott Neal
Kentucky
$260K
MCAI
3115
Members Capital Advisors Inc
Wisconsin
$259K
TC
3116
Trust Company
Kansas
$258K -$5.7K -48 -2%
SA
3117
SRH Advisors
Kansas
$257K
EBWM
3118
Eagle Bluffs Wealth Management
Missouri
$257K
TS
3119
Tamar Securities
California
$257K +$10.2K +86 +4%
CP
3120
Castleview Partners
Texas
$256K +$48.6K +409 +22%
MPM
3121
MBB Public Markets
Illinois
$256K -$21.1M -177,956 -99%
SCA
3122
Sandy Cove Advisors
Massachusetts
$255K -$46.2K -389 -15%
SA
3123
SL Advisors
New Jersey
$255K
RRCM
3124
Rappaport Reiches Capital Management
Illinois
$254K +$1.43K +12 +0.5%
AAMA
3125
Advanced Asset Management Advisors
Ohio
$253K

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.