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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
WMP
3601
Wealth Management Partners
Arizona
-$217K -1,752 Closed
PSB
3602
Passumpsic Savings Bank
Vermont
-$217K -1,750 Closed
FSCM
3603
Front Street Capital Management
Montana
-$217K -1,749 Closed
EA
3604
Echo45 Advisors
California
-$216K -1,748 Closed
FWP
3605
Firethorn Wealth Partners
Georgia
-$216K -1,745 Closed
AFGAS
3606
Allegiance Financial Group Advisory Services
Virginia
-$215K -1,740 Closed
NCG
3607
Newport Capital Group
New Jersey
-$215K -1,740 Closed
JLBC
3608
J.L. Bainbridge & Co
Florida
-$215K -1,736 Closed
HWA
3609
Hilltop Wealth Advisors
North Carolina
-$214K -1,732 Closed
OAM
3610
Oberweis Asset Management
Illinois
-$214K -1,730 Closed
OCM
3611
Orser Capital Management
Texas
-$214K -1,729 Closed
AHC
3612
Anderson Hoagland & Co
Missouri
-$217K -1,721 Closed
IFU
3613
iSAM Funds (UK)
United Kingdom
-$213K -1,719 Closed
CFGSD
3614
Compass Financial Group (South Dakota)
South Dakota
-$212K -1,715 Closed
SLWA
3615
San Luis Wealth Advisors
California
-$212K -1,714 Closed
RP
3616
Riverwater Partners
Wisconsin
-$212K -1,712 Closed
FC
3617
Fulcrum Capital
Washington
-$212K -1,710 Closed
CWP
3618
Curated Wealth Partners
California
-$211K -1,708 Closed
TIP
3619
Torray Investment Partners
Maryland
-$211K -1,705 Closed
SFMG
3620
Sage Financial Management Group
Virginia
-$210K -1,700 Closed
KWS
3621
Keystone Wealth Services
California
-$209K -1,692 Closed
KC
3622
Kades & Cheifetz
Pennsylvania
-$209K -1,689 Closed
JWBC
3623
John W. Bristol & Co
New York
-$209K -1,685 Closed
EFP
3624
Envision Financial Planning
Tennessee
-$208K -1,683 Closed
BFG
3625
Bouchey Financial Group
New York
-$207K -1,669 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.