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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
GC
351
Guggenheim Capital
Illinois
$40.7M -$4.26M -35,872 -9%
CSS
352
Cubist Systematic Strategies
Connecticut
$40.7M +$4.4M +37,052 +12%
GT
353
Glenview Trust
Kentucky
$40.5M +$1.51M +12,742 +4%
ACIM
354
Azimuth Capital Investment Management
Michigan
$40.3M -$9.96M -83,802 -19%
WB
355
WesBanco Bank
West Virginia
$40.2M +$573K +4,827 +1%
MAM
356
Martingale Asset Management
Massachusetts
$40M -$7.75M -65,253 -16%
VanEck Associates
357
VanEck Associates
New York
$39.5M +$5.93M +49,891 +16%
AG
358
AIA Group
Hong Kong
$39.2M +$6.26M +52,667 +18%
KWM
359
Kingsview Wealth Management
Oregon
$39.2M +$6.59M +55,441 +19%
CA
360
Commerzbank Aktiengesellschaft
Germany
$39.1M +$32.1M +270,106 +365%
NYLIM
361
New York Life Investment Management
New York
$38.8M -$5.89M -49,605 -13%
RWP
362
RWA Wealth Partners
Massachusetts
$38.5M +$6.5M +54,683 +19%
MAMU
363
Marathon Asset Management (UK)
United Kingdom
$38.4M -$4.22M -35,527 -10%
SPS
364
Susquehanna Portfolio Strategies
Pennsylvania
$38.2M
AA
365
ALPS Advisors
Colorado
$38.1M +$26.9M +226,217 +208%
GF
366
Gabelli Funds
New York
$38.1M +$2.04M +17,155 +5%
CPSAC
367
Chas P. Smith & Associates (CPS)
Florida
$37.7M -$430K -3,620 -1%
CS
368
Cannell & Spears
New York
$37.4M +$1.06M +8,936 +3%
SFA
369
Sequoia Financial Advisors
Ohio
$37.3M +$17.9M +150,432 +84%
DWA
370
Douglass Winthrop Advisors
New York
$37.3M -$959K -8,075 -2%
RJT
371
Raymond James Trust
Florida
$37.3M +$733K +6,171 +2%
SF
372
Synovus Financial
Georgia
$36.9M +$3.14M +26,449 +9%
CFB
373
Cullen/Frost Bankers
Texas
$36.5M +$332K +2,793 +0.9%
MOACM
374
Mutual of America Capital Management
New York
$36.5M -$870K -7,323 -2%
BP
375
BNP Paribas
France
$36.4M +$1.06M +8,901 +3%

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.