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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
MCM
551
MAI Capital Management
Ohio
$18.7M -$2.08M -17,494 -10%
PF
552
Phoenix Financial
Israel
$18.7M +$5.43M +45,668 +39%
MSU
553
Mizuho Securities USA
New York
$18.7M -$3.67M -30,916 -16%
LCM
554
Logan Capital Management
Pennsylvania
$18.6M -$36.6K -308 -0.2%
KB
555
Kimelman & Baird
New York
$18.5M -$78.4K -660 -0.4%
PP
556
Prospector Partners
Connecticut
$18.5M +$87.6K +737 +0.5%
JMFC
557
J.M. Forbes & Co
Massachusetts
$18.5M -$270K -2,270 -1%
Jane Street
558
Jane Street
New York
$18.4M -$270M -2,272,016 -93%
BFIM
559
Beese Fulmer Investment Management
Ohio
$18.2M +$245K +2,058 +1%
CS
560
Central Securities
New York
$18.2M
AWAG
561
ARS Wealth Advisors Group
Florida
$18.1M +$179K +1,510 +1%
HIMCH
562
Hartford Investment Management Co (HIMCO)
Connecticut
$18.1M -$328K -2,758 -2%
UCFA
563
United Capital Financial Advisors
Texas
$18.1M -$1.06M -8,897 -5%
JAFL
564
Jay A. Fishman Ltd
Michigan
$18.1M +$1.55M +13,060 +9%
PL
565
Parthenon LLC
Kentucky
$18M -$47.5K -400 -0.3%
Dodge & Cox
566
Dodge & Cox
California
$18M -$74.3K -625 -0.4%
AUB
567
Atlantic Union Bankshares
Virginia
$17.9M +$158K +1,333 +0.9%
DT
568
Diversified Trust
Tennessee
$17.6M +$1.72M +14,461 +10%
MFS
569
Mirabella Financial Services
United Kingdom
$17.6M +$18.4M +154,899 New
HP
570
HealthInvest Partners
Sweden
$17.6M +$4.99M +41,965 +37%
ABC
571
Associated Banc-Corp
Wisconsin
$17.5M -$534K -4,498 -3%
SAM
572
Synergy Asset Management
Washington
$17.4M +$14.2M +119,875 +360%
SGI
573
Summit Global Investments
Utah
$17.3M +$863K +7,263 +5%
NRG
574
Nemes Rush Group
Michigan
$17.3M -$761K -6,405 -5%
CK
575
Cohen Klingenstein
New York
$17.2M -$19.5K -164 -0.1%

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.