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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
ITFISA
3451
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.1K -$3.33K -28 -16%
PW
3452
Paladin Wealth
Minnesota
$16.1K +$16.9K +142 New
PA
3453
Pineridge Advisors
Missouri
$16K -$4.87K -41 -23%
FCG
3454
Financial Connections Group
California
$16K -$41.1K -346 -71%
GIS
3455
Grayhawk Investment Strategies
Alberta, Canada
$15.2K
LIA
3456
Luken Investment Analytics
Tennessee
$15.2K
PP
3457
PrairieView Partners
Minnesota
$15K -$356K -3,000 -96%
CA
3458
Claris Advisors
Missouri
$14.2K +$14.9K +125 New
LIS
3459
Legacy Investment Solutions
Idaho
$12.8K +$15.4K +130 New
LWMI
3460
Legacy Wealth Management (Idaho)
Idaho
$12.8K +$15.4K +130 New
TFA
3461
Transamerica Financial Advisors
Florida
$12K -$814K -6,855 -99%
AA
3462
AlphaMark Advisors
Kentucky
$12K -$26.1K -220 -67%
MWA
3463
Miller Wealth Advisors
Colorado
$11K
MFG
3464
Mendota Financial Group
Wisconsin
$10.4K +$594 +5 +6%
CAM
3465
ClariVest Asset Management
California
$8.92K
PIS
3466
POM Investment Strategies
North Carolina
$8.18K -$11.3K -95 -57%
TPW
3467
Talon Private Wealth
Florida
$7.72K +$8.08K +68 New
WFA
3468
Wells Financial Advisors
Massachusetts
$7.43K +$7.72K +65 New
TCM
3469
Tributary Capital Management
Nebraska
$7.38K
GWSA
3470
Global Wealth Strategies & Associates
Colorado
$7.38K +$4.63K +39 +150%
CFG
3471
Copley Financial Group
California
$7.15K +$7.49K +63 New
FGC
3472
Financial Gravity Companies
Texas
$7.04K +$7.37K +62 New
DWS
3473
Dynamic Wealth Strategies
California
$7K
PS
3474
PayPay Securities
Japan
$6.93K +$1.66K +14 +30%
OWP
3475
ORG Wealth Partners
Texas
$5.79K +$6.06K +51 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.