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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
BWM
3201
Baron Wealth Management
Michigan
$228K -$62.4K -525 -21%
GWM
3202
Gitterman Wealth Management
New Jersey
$228K -$2.73K -23 -1%
CP
3203
Creekside Partners
California
$228K -$5.7K -48 -2%
APS
3204
American Planning Services
Florida
$228K +$238 +2 +0.1%
AIM
3205
Arcadia Investment Management
Michigan
$227K
GCL
3206
Gouws Capital LLC
North Carolina
$227K
PWM
3207
Partnership Wealth Management
Maryland
$227K
PC
3208
Prairiewood Capital
North Dakota
$227K
SCM
3209
Sandler Capital Management
New York
$227K
GA
3210
Gordian Advisors
Arizona
$227K +$238K +2,000 New
NSB
3211
Norway Savings Bank
Maine
$226K -$18.4K -155 -7%
HCM
3212
Hudson Capital Management
New Jersey
$226K -$950 -8 -0.4%
NWM
3213
Northwest Wealth Management
Iowa
$226K -$16.4K -138 -6%
PCM
3214
Palisade Capital Management
New Jersey
$226K -$113K -950 -32%
CTC
3215
Corundum Trust Company
South Dakota
$225K
FWM
3216
Fingerlakes Wealth Management
New York
$225K -$3.33K -28 -1%
AFA
3217
American Financial Advisors
Georgia
$225K +$1.07K +9 +0.5%
SNBOSD
3218
Security National Bank of So Dak
Iowa
$225K
CAS
3219
CTC Alternative Strategies
Illinois
$224K +$235K +1,976 New
AA
3220
Alesco Advisors
New York
$224K
SDJVC
3221
St. Denis J. Villere & Co
Louisiana
$224K
HWP
3222
Heritage Wealth Partners
Ohio
$224K +$2.02K +17 +0.9%
WH
3223
Whitcomb & Hess
Ohio
$223K +$1.43K +12 +0.6%
PCM
3224
Poehling Capital Management
Wisconsin
$222K
RPA
3225
Rock Point Advisors
Vermont
$222K -$4.16K -35 -2%

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.