We are live on ! Find out more

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
CFP
3176
Curran Financial Partners
South Carolina
$236K +$15.9K +134 +7%
SHA
3177
Seneca House Advisors
Virginia
$236K +$7.49K +63 +3%
WDL
3178
Well Done LLC
Michigan
$236K +$15.1K +127 +7%
AW
3179
Avion Wealth
Texas
$235K +$59.2K +498 +32%
PP
3180
Pegasus Partners
Wisconsin
$235K
MAA
3181
Mraz Amerine & Associates
California
$235K -$1.19K -10 -0.5%
CF
3182
Clarity Financial
Texas
$234K +$245K +2,059 New
GF
3183
GGM Financials
Ohio
$233K +$244K +2,055 New
AF
3184
Apollon Financial
South Carolina
$233K +$46.3K +390 +23%
KLI
3185
Kelman-Lazarov Inc
Tennessee
$233K
WFA
3186
Wade Financial Advisory
California
$233K
AWA
3187
Adapt Wealth Advisors
Georgia
$233K +$5.58K +47 +2%
HGWM
3188
Horst & Graben Wealth Management
Oregon
$232K +$1.31K +11 +0.5%
KFS
3189
Kelly Financial Services
Massachusetts
$232K +$40.2K +338 +20%
MAM
3190
Marquette Asset Management
Minnesota
$232K +$242K +2,040 New
BDFN
3191
Bond & Devick Financial Network
Minnesota
$231K
JFG
3192
JMG Financial Group
Illinois
$231K -$78.8K -663 -25%
MAC
3193
Mason & Associates (California)
California
$231K +$356 +3 +0.1%
ACM
3194
AUA Capital Management
Pennsylvania
$231K -$2.5K -21 -1%
PCFFS
3195
Pacific Center for Financial Services
California
$230K
CWM
3196
Cabot Wealth Management
Massachusetts
$230K +$5.35K +45 +2%
ACA
3197
Aspire Capital Advisors
Washington
$230K +$11.6K +98 +5%
RA
3198
Ruggaard & Associates
Ohio
$229K
BIP
3199
Blueprint Investment Partners
North Carolina
$229K -$1.17M -9,881 -83%
LFGO
3200
Legacy Financial Group (Oklahoma)
Oklahoma
$228K +$66.4K +559 +33%

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.