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
FCT
3301
First Community Trust
Iowa
$179K
RFS
3302
Richardson Financial Services
Massachusetts
$177K
EWP
3303
Elevation Wealth Partners
California
$176K +$356 +3 +0.2%
EPW
3304
Evergreen Private Wealth
Colorado
$175K
HCA
3305
Harbor Capital Advisors
Illinois
$170K +$21.4K +180 +14%
UFF
3306
USA Financial Formulas
Michigan
$169K -$361K -3,040 -67%
SRCM
3307
Signature Resources Capital Management
California
$167K -$5.7K -48 -3%
FG
3308
Fairman Group
Pennsylvania
$166K
PP
3309
Pacifica Partners
Canada
$163K -$5.94K -50 -3%
BHWM
3310
Beaird Harris Wealth Management
Texas
$161K -$13.2K -111 -7%
CAS
3311
Coppell Advisory Solutions
Texas
$160K -$118K -996 -41%
OA
3312
Operose Advisors
Wisconsin
$159K -$17.8K -150 -10%
CFS
3313
CGC Financial Services
Oregon
$158K
YDMI
3314
Y.D. More Investments
Israel
$157K -$9.27K -78 -4%
SC
3315
Stephens Consulting
Michigan
$153K -$9.27K -78 -5%
WFA
3316
West Financial Advisors
Iowa
$153K +$21.9K +184 +16%
RI
3317
Ridgewood Investments
New Jersey
$152K
ETS
3318
ESL Trust Services
New York
$151K
GFL
3319
Granite FO LLC
New Hampshire
$150K -$123K -1,036 -44%
TVWM
3320
Tower View Wealth Management
Wisconsin
$150K +$356 +3 +0.2%
CTWM
3321
Cherry Tree Wealth Management
Minnesota
$147K
CPG
3322
Cornerstone Planning Group
New Jersey
$147K -$4.4K -37 -3%
SIC
3323
SJS Investment Consulting
Ohio
$146K +$15.6K +131 +11%
FP
3324
Financial Perspectives
Minnesota
$145K
CWM
3325
Cedar Wealth Management
California
$144K

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.