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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
CWM
3126
C2C Wealth Management
Arizona
$252K
VCM
3127
Versant Capital Management
Arizona
$251K +$44.3K +373 +20%
GBWM
3128
Granite Bay Wealth Management
New Hampshire
$251K
BHC
3129
Bowen Hanes & Co
Florida
$250K
PFM
3130
Peak Financial Management
Massachusetts
$250K +$47K +396 +22%
SFS
3131
Security Financial Services
Indiana
$250K +$4.4K +37 +2%
RWM
3132
Revisor Wealth Management
Ohio
$250K +$47.9K +403 +22%
DAM
3133
Deltec Asset Management
New York
$250K
CAM
3134
Clark Asset Management
New Hampshire
$249K +$261K +2,195 New
PWMG
3135
Pinnacle Wealth Management Group
Michigan
$248K
PCM
3136
Penserra Capital Management
California
$248K -$120M -1,012,227 -100%
DIM
3137
DLK Investment Management
California
$248K
PBC
3138
Pavion Blue Capital
California
$247K -$11.8K -99 -4%
SIS
3139
Strategic Investment Solutions
Illinois
$247K +$2.02K +17 +0.8%
FWI
3140
Facet Wealth Inc
Maryland
$246K -$15.1K -127 -5%
AWA
3141
Alaska Wealth Advisors
Alaska
$246K
PCI
3142
Planning Center Inc
Illinois
$246K
WFA
3143
WestHill Financial Advisors
California
$245K +$9.03K +76 +4%
NAMM
3144
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K -$594 -5 -0.2%
TCM
3145
TD Capital Management
Tennessee
$245K +$594 +5 +0.2%
FPWM
3146
FSB Premier Wealth Management
Iowa
$245K +$15K +126 +6%
CCM
3147
Coerente Capital Management
Ontario, Canada
$245K -$8.67K -73 -3%
AWM
3148
Alterna Wealth Management
Texas
$244K
FA
3149
Fountainhead AM
New Jersey
$244K -$11K -93 -4%
TA
3150
TrueWealth Advisors
Alabama
$244K -$2.61K -22 -1%

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.