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
CCM
301
Compass Capital Management
Minnesota
$52.7M +$2.77M +23,290 +5%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$52.7M +$2.6M +21,906 +5%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$52.1M -$28.4M -239,047 -34%
NPA
304
Nichols & Pratt Advisers
Massachusetts
$52M -$1.2M -10,060 -2%
PA
305
Pinnacle Associates
New York
$51.7M +$1.58M +13,301 +3%
Jones Financial Companies
306
Jones Financial Companies
Missouri
$51.6M +$18.4M +154,817 +52%
FMLI
307
Fukoku Mutual Life Insurance
Japan
$51.5M -$73.9K -622 -0.1%
VMPIC
308
Varma Mutual Pension Insurance Co
Finland
$51.4M +$2.89M +24,300 +5%
TG
309
TCW Group
California
$51.1M -$463K -3,896 -0.9%
NC
310
Nicholas Company
Wisconsin
$51.1M
BHIA
311
Birch Hill Investment Advisors
Massachusetts
$50.8M -$368K -3,101 -0.7%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$50.6M +$8.76M +73,705 +20%
CAM
313
Cresset Asset Management
Illinois
$50.3M -$1.78M -14,969 -3%
BAMF
314
BI Asset Management Fondsmaeglerselskab
Denmark
$49.9M +$15M +125,873 +40%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$49.7M +$6.84M +57,614 +15%
SCM
316
Sterling Capital Management
North Carolina
$49.5M +$51.8M +436,213 New
FT
317
Fiduciary Trust
Massachusetts
$48.7M +$1.94M +16,322 +4%
OAM
318
Oppenheimer Asset Management
New York
$48.2M +$5M +42,052 +11%
UIM
319
USS Investment Management
United Kingdom
$48M -$610K -5,135 -1%
MHI
320
Miller Howard Investments
New York
$48M +$4.49M +37,833 +10%
BCIM
321
British Columbia Investment Management
British Columbia, Canada
$48M -$7.42M -62,496 -13%
PL
322
Perpetual Ltd
Australia
$47.8M +$667K +5,617 +1%
SLAM
323
Swiss Life Asset Management
$47.7M -$1.99M -16,725 -4%
URS
324
Utah Retirement Systems
Utah
$47.7M +$226K +1,900 +0.5%
BFS
325
Bradley Foster & Sargent
Connecticut
$47.6M -$515K -4,339 -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.