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
PPWM
3326
PFG Private Wealth Management
Florida
$143K +$22.3K +188 +18%
MSG
3327
Main Street Group
Virginia
$142K -$13.4K -113 -8%
JSAM
3328
J. Safra Asset Management
New York
$141K +$35.4K +298 +32%
FWM
3329
FSA Wealth Management
Massachusetts
$140K +$146K +1,232 New
TLCM
3330
Twin Lakes Capital Management
California
$138K +$238 +2 +0.2%
T2I
3331
Turim 21 Investimentos
Brazil
$136K
AWM
3332
Abound Wealth Management
Tennessee
$135K +$18.5K +156 +15%
SHIM
3333
Stone House Investment Management
Pennsylvania
$131K -$2.97K -25 -2%
C
3334
Covestor
United Kingdom
$130K +$1.19K +10 +0.9%
ACM
3335
ADAR1 Capital Management
Texas
$129K -$8.86M -74,610 -98%
EIM
3336
Essex Investment Management
Massachusetts
$129K
HFS
3337
HBC Financial Services
Washington
$128K +$1.07K +9 +0.7%
AFS
3338
Annapolis Financial Services
Maryland
$127K -$3.33K -28 -2%
CCMI
3339
Creative Capital Management Investments
California
$126K
PC
3340
Promethos Capital
Massachusetts
$126K +$37.4K +315 +40%
CAM
3341
Creekmur Asset Management
Illinois
$123K -$71K -598 -36%
HC
3342
Hara Capital
Washington
$121K +$126K +1,062 New
CSWM
3343
Cassady Schiller Wealth Management
Ohio
$118K
SFA
3344
Semmax Financial Advisors
North Carolina
$116K -$1.19K -10 -0.8%
DPW
3345
DiNuzzo Private Wealth
Pennsylvania
$116K -$1.66K -14 -1%
MB
3346
Mizuho Bank
Japan
$116K
DF
3347
DecisionPoint Financial
Arizona
$114K
CNBT
3348
Cornerstone National Bank & Trust
Illinois
$114K +$119K +1,000 New
UIA
3349
Ulland Investment Advisors
Minnesota
$112K -$4.04K -34 -3%
FFWM
3350
Future Financial Wealth Management
Ohio
$108K +$113K +953 New

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.