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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
DIP
3576
Davis Investment Partners
North Carolina
-$257K -2,014 Closed
AFP
3577
Alpha Financial Partners
Kentucky
-$247K -1,993 Closed
CIP
3578
Capital Insight Partners
Arizona
-$244K -1,972 Closed
MFGP
3579
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$243K -1,965 Closed
DSAM
3580
Dock Street Asset Management
Florida
-$243K -1,962 Closed
CL
3581
COWA LLC
Oklahoma
-$244K -1,957 Closed
FDS
3582
Freedom Day Solutions
Texas
-$236K -1,910 Closed
SWM
3583
Shakespeare Wealth Management
Wisconsin
-$232K -1,874 Closed
G
3584
GenTrust
Florida
-$233K -1,871 Closed
MM
3585
Meridian Management
Arkansas
-$228K -1,842 Closed
SICM
3586
Sustainable Insight Capital Management
New York
-$228K -1,841 Closed
PW
3587
Peninsula Wealth
California
-$234K -1,830 Closed
TLFA
3588
True Link Financial Advisors
California
-$227K -1,830 Closed
YCG
3589
Yeomans Consulting Group
Georgia
-$227K -1,830 Closed
NRW
3590
Nova R Wealth
Kansas
-$226K -1,828 Closed
IF
3591
IRON Financial
Illinois
-$224K -1,811 Closed
OHWA
3592
Oak Hill Wealth Advisors
Virginia
-$215K -1,807 Closed
KIC
3593
Keating Investment Counselors
Florida
-$223K -1,803 Closed
VFPW
3594
Vantage Financial Partners (Wisconsin)
Wisconsin
-$223K -1,800 Closed
VCG
3595
Vantage Consulting Group
Virginia
-$223K -1,798 Closed
CBFP
3596
Cedar Brook Financial Partners
Ohio
-$222K -1,792 Closed
HP
3597
Hyperion Partners
Pennsylvania
-$221K -1,787 Closed
RHJA
3598
Rice Hall James & Associates
California
-$219K -1,769 Closed
SEP
3599
Southland Equity Partners
Missouri
-$219K -1,768 Closed
AIM
3600
AHL Investment Management
Florida
-$217K -1,756 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.