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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
DWA
3401
Delos Wealth Advisors
Texas
$45.4K -$4.28K -36 -8%
PCC
3402
Park Circle Company
Maryland
$45.4K
WPWM
3403
Western Pacific Wealth Management
Illinois
$44.5K -$148K -1,246 -76%
TCM
3404
Tradewinds Capital Management
Washington
$43.8K
PCWA
3405
Pacific Capital Wealth Advisors
California
$43.4K +$1.07K +9 +2%
RWM
3406
Reston Wealth Management
Virginia
$43.1K +$45.1K +380 New
MSWM
3407
Mowery & Schoenfeld Wealth Management
Illinois
$43K +$14.5K +122 +47%
PWA
3408
Provenance Wealth Advisors
Florida
$42K +$11.9K +100 +37%
SC
3409
Swan Capital
Florida
$41.7K
CIR
3410
Clear Investment Research
Georgia
$40.8K
WAS
3411
Winch Advisory Services
Wisconsin
$40.7K
RWM
3412
Ruedi Wealth Management
Illinois
$40.3K -$5.11K -43 -11%
ATC
3413
Advantage Trust Company
Kansas
$39.7K
AWM
3414
Activest Wealth Management
Florida
$38.5K
SWS
3415
SYSTM Wealth Solutions
Illinois
$38.2K -$2.93M -24,655 -99%
RTL
3416
Red Tortoise LLC
Georgia
$38.2K +$11K +93 +38%
CCMW
3417
Cypress Capital Management (Wyoming)
Wyoming
$38K
FA
3418
Financial Avengers
California
$37.1K +$238 +2 +0.6%
KFP
3419
Keener Financial Planning
Texas
$37K -$12.6K -106 -24%
RBC
3420
Roble Belko & Company
Pennsylvania
$37K
PFG
3421
Peterson Financial Group
Iowa
$35.9K +$37.5K +316 New
RF
3422
Robinswood Financial
Washington
$35.7K +$7.13K +60 +24%
LFA
3423
Legend Financial Advisors
Pennsylvania
$35.2K -$21.4K -180 -37%
FRA
3424
Front Row Advisors
California
$35K -$15.2K -128 -29%
DP
3425
Denver PWM
Colorado
$34.4K -$25.1K -211 -41%

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.