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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
ATC
526
Argent Trust Co
Tennessee
$20.5M +$30.4K +256 +0.1%
MA
527
Montag & Associates
Georgia
$20.4M -$128K -1,081 -0.6%
ECG
528
Edge Capital Group
Georgia
$20.4M +$1.96M +16,520 +10%
FHA
529
First Horizon Advisors
Tennessee
$20.3M -$490K -4,121 -2%
DIA
530
Dana Investment Advisors
Wisconsin
$20.1M -$469K -3,946 -2%
KRS
531
Kentucky Retirement Systems
Kentucky
$20.1M -$1.7M -14,274 -7%
GGI
532
Godsey & Gibb Inc
Virginia
$20M +$380K +3,198 +2%
NRS
533
Neville Rodie & Shaw
New York
$20M -$839K -7,060 -4%
Hudson Bay Capital Management
534
Hudson Bay Capital Management
Connecticut
$20M -$8.3M -69,870 -28%
FFH
535
Fairfax Financial Holdings
Ontario, Canada
$19.6M
SWP
536
Stratos Wealth Partners
Ohio
$19.6M +$1.44M +12,085 +8%
SCM
537
SKBA Capital Management
California
$19.6M -$143K -1,200 -0.7%
SIMG
538
Sonora Investment Management Group
Arizona
$19.5M +$435K +3,659 +2%
ETC
539
Exchange Traded Concepts
Oklahoma
$19.4M +$3.41M +28,668 +20%
Tudor Investment Corp
540
Tudor Investment Corp
Connecticut
$19.1M +$14.9M +125,129 +288%
BCP
541
Blue Chip Partners
Michigan
$19.1M +$686K +5,777 +4%
SSWM
542
Smith Salley Wealth Management
North Carolina
$19.1M +$464K +3,908 +2%
WFAG
543
Wescott Financial Advisory Group
Pennsylvania
$19.1M +$194K +1,635 +1%
IMCOOI
544
Investment Management Corp of Ontario (IMCO)
Canada
$19.1M +$8.68M +73,095 +77%
LS
545
Livforsakringsbolaget Skandia
Sweden
$19.1M +$5.11M +42,990 +35%
BCI
546
Brinker Capital Investments
Pennsylvania
$19M -$560K -4,711 -3%
OPS
547
Orion Portfolio Solutions
Nebraska
$19M -$560K -4,711 -3%
IIM
548
Intact Investment Management
Quebec, Canada
$18.9M +$2.73M +22,940 +16%
WIC
549
Woodmont Investment Counsel
Tennessee
$18.8M +$348K +2,931 +2%
GHA
550
GW Henssler & Associates
Georgia
$18.8M +$141K +1,183 +0.7%

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.