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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
ELI
376
Empire Life Investments
Ontario, Canada
$36.1M -$5.77M -48,542 -13%
CIA
377
Capital Investment Advisors
Georgia
$36.1M +$224K +1,884 +0.6%
NAM
378
Nissay Asset Management
Japan
$36M +$731K +6,150 +2%
SC
379
Scotia Capital
Ontario, Canada
$36M +$3.92M +33,000 +12%
N
380
Natixis
France
$36M -$9.36M -78,745 -20%
TI
381
Trexquant Investment
Connecticut
$35.7M +$24M +202,407 +181%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$35.7M +$253K +2,128 +0.7%
WSFS
383
Wilmington Savings Fund Society
Delaware
$35.7M +$20.7M +174,419 +125%
RMDI
384
R.M. Davis Inc
Maine
$35.5M -$859K -7,228 -2%
PAG
385
Private Advisor Group
New Jersey
$35.4M -$2.97M -24,960 -7%
WA
386
WestEnd Advisors
North Carolina
$35.3M -$167K -1,407 -0.5%
KAS
387
Kestra Advisory Services
Texas
$35.2M +$697K +5,869 +2%
HNB
388
Huntington National Bank
Ohio
$35.1M -$1.06M -8,906 -3%
GAM
389
Gotham Asset Management
New York
$35.1M +$20.3M +171,279 +124%
AAS
390
Annex Advisory Services
Wisconsin
$35M +$4.71M +39,631 +15%
BCM
391
Becker Capital Management
Oregon
$34.8M -$1.32M -11,087 -4%
EI
392
Ethic Inc
New York
$34.5M -$2.37M -19,938 -7%
TAM
393
Todd Asset Management
Kentucky
$34.4M -$215K -1,808 -0.6%
WPC
394
Waters Parkerson & Co
Louisiana
$34.3M -$529K -4,453 -1%
IMPI
395
Ilmarinen Mutual Pension Insurance
Finland
$34.3M
SC
396
Samlyn Capital
New York
$34.3M +$6.16M +51,878 +21%
SAM
397
Silvercrest Asset Management
New York
$34.2M +$22.8K +192 +0.1%
VI
398
Vestcor Inc
New Brunswick, Canada
$34.2M +$3.37M +28,360 +10%
FLPIM
399
F.L. Putnam Investment Management
Massachusetts
$34.1M -$8.41M -70,813 -19%
SFM
400
Soros Fund Management
New York
$34.1M

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.