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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
SHF
3426
Safe Harbor Fiduciary
Florida
$34.3K +$35.9K +302 New
ACM
3427
Anfield Capital Management
California
$34.2K +$14.9K +125 +71%
CPA
3428
Clear Point Advisors
New York
$34.1K
AS
3429
AM Squared
Hong Kong
$34.1K +$35.6K +300 New
W
3430
WealthCollab
Washington
$34K -$18.7K -157 -34%
TWD
3431
True Wealth Design
Ohio
$33.9K -$147K -1,241 -81%
DWM
3432
Darwin Wealth Management
Florida
$31.5K +$33K +278 New
BFS
3433
Burkett Financial Services
South Carolina
$29.4K +$238 +2 +0.8%
OAJ
3434
Ogorek Anthony Joseph
New York
$29K
HCA
3435
Heck Capital Advisors
Wisconsin
$29K
HFS
3436
Horizon Financial Services
North Carolina
$28.4K -$8.08K -68 -21%
VWWMG
3437
Vermillion & White Wealth Management Group
Pennsylvania
$28.2K
IAIM
3438
International Assets Investment Management
Florida
$26.2K +$350M +2,946,742 +11,876%
CIAS
3439
CBIZ Investment Advisory Services
Ohio
$25.5K +$7.25K +61 +38%
T
3440
Tidemark
California
$24.7K
BFS
3441
Bare Financial Services
Pennsylvania
$24.5K
WOC
3442
West Oak Capital
California
$22.5K +$43.8K +369 +2%
HF
3443
Halpern Financial
Virginia
$22.4K
BFP
3444
Briaud Financial Planning
Texas
$21K -$59.4K -500 -73%
PG
3445
Proffitt & Goodson
Tennessee
$19.8K -$2.73K -23 -12%
TCM
3446
TruNorth Capital Management
Michigan
$19.5K +$3.8K +32 +23%
RVM
3447
Robinson Value Management
Texas
$18.9K
AF
3448
Aviso Financial
Ontario, Canada
$17.3K
FWA
3449
FSC Wealth Advisors
New York
$17K
UOTTAIMCU
3450
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.2K -$48.8K -411 -74%

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.