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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
IPWA
3626
International Private Wealth Advisors
California
-$207K -1,668 Closed
PCMF
3627
Private Capital Management (Florida)
Florida
-$206K -1,664 Closed
VAS
3628
Valicenti Advisory Services
New York
-$205K -1,657 Closed
FA
3629
FSA Advisors
Michigan
-$207K -1,653 Closed
LAM
3630
LifePro Asset Management
California
-$204K -1,650 Closed
KOMWMG
3631
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$204K -1,646 Closed
WBG
3632
Wharton Business Group
Pennsylvania
-$203K -1,641 Closed
ACP
3633
Arcus Capital Partners
Georgia
-$202K -1,635 Closed
BEW
3634
Burton Enright Welch
California
-$202K -1,629 Closed
VWA
3635
VERITY Wealth Advisors
United States
-$201K -1,622 Closed
NAMNJ
3636
NorthStar Asset Management (New Jersey)
New Jersey
-$200K -1,616 Closed
AFIA
3637
America First Investment Advisors
Nebraska
-$144K -1,163 Closed
LTI
3638
Laffer Tengler Investments
Tennessee
-$132K -1,064 Closed
TCCM
3639
Timber Creek Capital Management
Massachusetts
-$111K -900 Closed
UWS
3640
Unique Wealth Strategies
Illinois
-$111K -841 Closed
CB
3641
Chris Bulman
California
-$90.5K -731 Closed
SA
3642
Scarborough Advisors
Maryland
-$75K -606 Closed
CP
3643
Camelot Portfolios
Ohio
-$68.4K -553 Closed
DMIC
3644
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$49.8K -400 Closed
QL
3645
Quarry LP
New York
-$42K -339 Closed
BFA
3646
BBJS Financial Advisors
Washington
-$23.5K -190 Closed
FW
3647
Fairway Wealth
Ohio
-$22.9K -185 Closed
HH
3648
HWG Holdings
Texas
-$6.19K -50 Closed
SWP
3649
SIMA Wealth Partners
Virginia
-$3.22K -26 Closed
LFA
3650
LGT Financial Advisors
Texas
-$1.49K -12 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.