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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
LAM
3476
Lummis Asset Management
Texas
$5.56K
CJH
3477
Christopher J. Hasenberg
Wisconsin
$5.54K -$5.11K -43 -46%
EAM
3478
Eukles Asset Management
Ohio
$5.11K
CAM
3479
Clarity Asset Management
Iowa
$4.32K
DCM
3480
Disciplina Capital Management
Tennessee
$3.63K -$112K -944 -97%
CMA
3481
Cedar Mountain Advisors
Oregon
$2.61K -$5.11K -43 -65%
HWM
3482
HighMark Wealth Management
Minnesota
$2.26K
MBFW
3483
Morton Brown Family Wealth
Pennsylvania
$1.82K
WGS
3484
Washington Growth Strategies
District of Columbia
$1.76K +$22.9K +193 New
APW
3485
Atlantic Private Wealth
North Carolina
$1.42K
CMP
3486
Coston McIsaac & Partners
Maine
$1.17K +$475 +4 +0%
HFM
3487
Harvest Fund Management
China
$1K -$1.36M -11,458 -100%
MFA
3488
McClarren Financial Advisors
Pennsylvania
$803 +$99.2K +835 +113%
EFP
3489
EnRich Financial Partners
Wisconsin
$568
ZRP
3490
Zynergy Retirement Planning
New Jersey
$341
Holocene Advisors
3491
Holocene Advisors
New York
-$308M -2,486,403 Closed
CPC
3492
Cookson Peirce & Co
Pennsylvania
-$64.3M -519,568 Closed
AGP
3493
Artia Global Partners
Florida
-$54.8M -442,504 Closed
APM
3494
Avidity Partners Management
Texas
-$40.2M -325,000 Closed
ECM
3495
ExodusPoint Capital Management
New York
-$37M -298,569 Closed
LIP
3496
Lighthouse Investment Partners
Florida
-$22M -177,946 Closed
CCM
3497
Cutter Capital Management
New York
-$21.7M -175,600 Closed
SGAM
3498
Smith Group Asset Management
Texas
-$17.7M -142,821 Closed
CCP
3499
Clough Capital Partners
Massachusetts
-$16M -129,503 Closed
DF
3500
DNCA Finance
France
-$14.7M -118,896 Closed

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.