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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
B
3276
Birchbrook
Maine
$205K +$7.49K +63 +4%
NA
3277
Nottingham Advisors
New York
$204K -$235K -1,976 -52%
BOCM
3278
Bontempo Ohly Capital Management
Maryland
$204K
EFI
3279
EHP Funds Inc
Canada
$204K +$214K +1,800 New
KPWG
3280
KFA Private Wealth Group
Virginia
$203K +$213K +1,790 New
XS
3281
XR Securities
Illinois
$203K -$8.91K -75 -4%
NEPPG
3282
New England Professional Planning Group
Rhode Island
$203K
TFP
3283
Tilia Fiduciary Partners
North Carolina
$202K +$211K +1,780 New
SW
3284
SMART Wealth
Nebraska
$202K +$211K +1,780 New
RC
3285
Rovin Capital
Arizona
$201K +$4.28K +36 +2%
WFAG
3286
Worth Financial Advisory Group
North Carolina
$201K +$10.7K +90 +5%
SL
3287
Salomon & Ludwin
Virginia
$201K -$28.2K -237 -12%
SFG
3288
Sterling Financial Group
California
$200K
RCWM
3289
Royal Capital Wealth Management
Indiana
$200K +$475 +4 +0.2%
MWA
3290
MFA Wealth Advisors
Pennsylvania
$200K -$23.5K -198 -10%
HWMC
3291
Heritage Wealth Management (California)
California
$199K -$3.56K -30 -2%
WFA
3292
Wellspring Financial Advisors
Ohio
$198K +$2.19M +18,456 +1,089%
IWP
3293
IAG Wealth Partners
Wisconsin
$197K +$6.65K +56 +3%
NIMI
3294
Natixis Investment Managers International
France
$195K +$27.1K +228 +15%
CC
3295
Centiva Capital
New York
$189K -$5.42M -45,628 -96%
WI
3296
Wintrust Investments
Illinois
$189K -$1.94M -16,323 -91%
CM
3297
Capula Management
Cayman Islands
$183K +$138K +1,161 +256%
CA
3298
Centerpoint Advisors
Massachusetts
$183K -$81.9K -689 -30%
PPA
3299
Painted Porch Advisors
California
$182K
TCG
3300
Transcendent Capital Group
Oklahoma
$182K -$1.46M -12,288 -88%

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.