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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
JCIA
3551
Jackson Creek Investment Advisors
Colorado
-$431K -3,485 Closed
SWA
3552
Strata Wealth Advisors
Texas
-$405K -3,268 Closed
WG
3553
Watchman Group
Texas
-$394K -3,180 Closed
TIA
3554
Trust Investment Advisors
Indiana
-$390K -3,151 Closed
OIS
3555
Okabena Investment Services
Minnesota
-$386K -3,117 Closed
CFM
3556
Catalyst Funds Management
Australia
-$384K -3,100 Closed
SCM
3557
Steele Capital Management
Iowa
-$347K -2,789 Closed
NRA
3558
NSI Retail Advisors
Pennsylvania
-$345K -2,788 Closed
LGW
3559
Leslie Global Wealth
Illinois
-$339K -2,737 Closed
CIS
3560
Custom Index Systems
New York
-$329K -2,659 Closed
AG
3561
Algert Global
California
-$325K -2,628 Closed
TWP
3562
Triad Wealth Partners
Kansas
-$321K -2,593 Closed
AWM
3563
Avaii Wealth Management
Wisconsin
-$313K -2,529 Closed
SFS
3564
Sharp Financial Services
Pennsylvania
-$296K -2,393 Closed
VCWA
3565
Vanguard Capital Wealth Advisors
Colorado
-$286K -2,308 Closed
MG
3566
Meritage Group
California
-$284K -2,292 Closed
PFA
3567
Pathway Financial Advisors
Vermont
-$281K -2,270 Closed
SCM
3568
Stonehearth Capital Management
Massachusetts
-$276K -2,231 Closed
CPL
3569
CAP Partners LLC
Tennessee
-$275K -2,218 Closed
HWMT
3570
Heritage Wealth Management (Texas)
Texas
-$272K -2,200 Closed
SSG
3571
Summit Securities Group
New York
-$260K -2,100 Closed
OWMIAS
3572
One Wealth Management Investment & Advisory Services
Florida
-$260K -2,097 Closed
GSC
3573
Ground Swell Capital
South Carolina
-$257K -2,075 Closed
MWM
3574
Maripau Wealth Management
Indiana
-$253K -2,034 Closed
PF
3575
Prosperitas Financial
California
-$251K -2,024 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.