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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
CIM
401
Corda Investment Management
Texas
$34M -$1.12M -9,449 -3%
EDRH
402
Edmond de Rothschild Holding
Switzerland
$33.8M +$15.8M +133,216 +81%
DRZID
403
DePrince Race & Zollo Inc (DRZ)
Florida
$33.8M +$1.04M +8,793 +3%
YCM
404
Yousif Capital Management
Michigan
$33.6M -$1.11M -9,327 -3%
SIA
405
Schechter Investment Advisors
Michigan
$33.4M -$117K -983 -0.3%
TCA
406
Transcend Capital Advisors
New Jersey
$33.4M -$534K -4,492 -2%
BF
407
BOK Financial
Oklahoma
$33.2M +$189K +1,593 +0.5%
HCMG
408
Howard Capital Management Group
California
$33.1M -$68.7K -578 -0.2%
PWP
409
Private Wealth Partners
California
$33M -$6M -50,478 -15%
CCM
410
Chilton Capital Management
Texas
$32.9M +$2.61M +22,004 +8%
TI
411
Tidal Investments
Wisconsin
$32.9M +$6.54M +55,048 +23%
DILIC
412
Dai-ichi Life Insurance Company
Japan
$32.7M +$9.86K +83 +0%
DC
413
Davenport & Co
Virginia
$32.4M +$914K +7,697 +3%
QC
414
Quadrature Capital
United Kingdom
$32.4M -$2.31M -19,405 -6%
GD
415
Grandfield & Dodd
New York
$32.4M -$1.17M -9,825 -3%
DP
416
Dearborn Partners
Illinois
$32.3M -$781K -6,570 -2%
TWC
417
TD Waterhouse Canada
Ontario, Canada
$32.2M +$3.68M +31,013 +12%
HCMT
418
Highland Capital Management (Tennessee)
Tennessee
$32.1M -$218K -1,831 -0.6%
GKIM
419
GW&K Investment Management
Massachusetts
$32.1M -$525K -4,417 -2%
HIMC
420
Heritage Investors Management Corp
Maryland
$32M +$1.21M +10,217 +4%
PFPT
421
Pinnacle Financial Partners (Tennessee)
Tennessee
$31.8M +$808K +6,797 +2%
KFC
422
Klingenstein Fields & Co
New York
$31.7M -$675K -5,680 -2%
NEI
423
Northwest & Ethical Investments
Ontario, Canada
$31.6M +$29.3K +247 +0.1%
Fidelity International
424
Fidelity International
Bermuda
$31.3M -$5.02M -42,261 -13%
QPBE
425
Quintet Private Bank (Europe)
Luxembourg
$31.1M +$5.9M +49,696 +22%

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.