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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
GG
3376
Gleason Group
Kentucky
$70.5K +$475 +4 +0.6%
CCA
3377
Criterion Capital Advisors
Tennessee
$69.6K
NBT
3378
Northwest Bank & Trust
Iowa
$69.3K
CCM
3379
Copeland Capital Management
Pennsylvania
$68.1K +$71.3K +600 New
IA
3380
IFS Advisors
Kansas
$67.8K
SWC
3381
Spectrum Wealth Counsel
Indiana
$64.4K -$235K -1,975 -78%
AAG
3382
Accordant Advisory Group
Maryland
$63.9K
TAM
3383
Tucker Asset Management
Colorado
$63.4K -$32.1K -270 -33%
MWM
3384
Mascoma Wealth Management
New Hampshire
$62.3K
VF
3385
VitalStone Financial
Texas
$60K +$356 +3 +0.6%
KWAG
3386
Kiely Wealth Advisory Group
North Carolina
$59.7K
IUHSA
3387
Itau Unibanco Holding S.A.
Brazil
$58K +$23.5K +198 +63%
IHWM
3388
Iron Horse Wealth Management
Iowa
$56.9K +$9.5K +80 +19%
DWA
3389
Dougherty Wealth Advisers
Minnesota
$56.8K
RWA
3390
Redmont Wealth Advisors
Illinois
$56.8K
MFT
3391
Moisand Fitzgerald Tamayo
Florida
$55.9K
RDFA
3392
Ritter Daniher Financial Advisory
Ohio
$54.2K
HB
3393
Horizon Bancorp
Indiana
$54K -$7.13K -60 -11%
RFG
3394
REAP Financial Group
Texas
$53.5K +$16.9K +142 +43%
ACM
3395
Accent Capital Management
Ohio
$48K
MIM
3396
Macroview Investment Management
Maryland
$47.6K +$238 +2 +0.5%
JFG
3397
JDM Financial Group
Texas
$47.4K +$2.02K +17 +4%
VWA
3398
Valued Wealth Advisors
Utah
$47K -$2.97K -25 -6%
HWM
3399
Horizons Wealth Management
North Carolina
$45.8K -$9.62K -81 -17%
NC
3400
nVerses Capital
Florida
$45.4K -$261K -2,200 -85%

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.