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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
Fisher Asset Management
26
Fisher Asset Management
Washington
$1.66B +$46M +387,420 +3%
State Farm Mutual Automobile Insurance
27
State Farm Mutual Automobile Insurance
Illinois
$1.57B
N
28
Nuveen
North Carolina
$1.51B -$62.4M -525,052 -4%
Invesco
29
Invesco
Georgia
$1.43B -$379M -3,192,055 -20%
AllianceBernstein
30
AllianceBernstein
Tennessee
$1.37B +$82.6M +695,678 +6%
RJA
31
Raymond James & Associates
Florida
$1.12B +$13.6M +114,080 +1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.06B -$36M -302,865 -3%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$1.02B +$170M +1,433,485 +19%
Aristotle Capital Management
34
Aristotle Capital Management
California
$1.01B -$2.34M -19,713 -0.2%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$996M -$228M -1,921,052 -18%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$976M -$128M -1,077,746 -11%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$934M -$14.7M -124,005 -1%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$878M -$57.6M -484,521 -6%
Swedbank
39
Swedbank
Sweden
$855M +$249M +2,095,694 +39%
Swiss National Bank
40
Swiss National Bank
Switzerland
$854M +$2.3M +19,400 +0.3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$852M -$22.1M -186,094 -2%
AIM
42
Alphinity Investment Management
Australia
$815M +$202M +1,699,907 +31%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$806M +$106M +895,602 +14%
Citadel Advisors
44
Citadel Advisors
Florida
$800M -$143M -1,200,378 -15%
Stifel Financial
45
Stifel Financial
Missouri
$797M +$969K +8,160 +0.1%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$790M +$89.3M +751,934 +12%
Barclays
47
Barclays
United Kingdom
$782M -$137M -1,157,249 -14%
ClearBridge Investments
48
ClearBridge Investments
New York
$776M -$6.66M -56,045 -0.8%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$768M +$521M +4,382,317 +184%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$750M -$295M -2,484,038 -27%

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.