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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
FP
601
Foundry Partners
Minnesota
$15.9M -$82.9K -698 -0.5%
CWM
602
Calamos Wealth Management
Illinois
$15.8M +$2.14M +17,991 +15%
Empower Advisory Group
603
Empower Advisory Group
Colorado
$15.8M -$22.8K -192 -0.1%
EGA
604
Eagle Global Advisors
Texas
$15.7M -$139K -1,170 -0.8%
MC
605
Middleton & Co
Massachusetts
$15.7M +$277K +2,334 +2%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$15.6M -$456K -3,840 -3%
CTC
607
Central Trust Company
Missouri
$15.6M -$388K -3,263 -2%
IHL
608
Investment House LLC
California
$15.6M +$248K +2,085 +2%
WAS
609
Wesleyan Assurance Society
United Kingdom
$15.5M
NAM
610
NorthCrest Asset Manangement
Minnesota
$15.5M +$234K +1,969 +1%
SC
611
Savant Capital
Illinois
$15.5M +$2.63M +22,118 +19%
AHB
612
Abner Herrman & Brock
New Jersey
$15.4M +$58.5K +492 +0.4%
CAM
613
Congress Asset Management
Massachusetts
$15.3M -$111K -933 -0.7%
CAM
614
Columbia Asset Management
Michigan
$15.3M -$568K -4,782 -3%
NIM
615
NEOS Investment Management
Connecticut
$15.3M +$2.78M +23,402 +21%
AAM
616
AR Asset Management
California
$15.2M -$17.8K -150 -0.1%
GIM
617
Goelzer Investment Management
Indiana
$15.2M -$161K -1,354 -1%
A
618
Allianz
Germany
$15.1M +$1.18M +9,938 +8%
WTB
619
Washington Trust Bank
Washington
$15.1M -$157K -1,322 -1%
SA
620
SpiderRock Advisors
Delaware
$15M +$1.76M +14,774 +13%
M
621
MOTCO
Texas
$15M -$1.05M -8,880 -6%
Loomis, Sayles & Company
622
Loomis, Sayles & Company
Massachusetts
$14.9M +$6.71M +56,495 +75%
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$14.9M -$245K -2,065 -2%
WIA
624
World Investment Advisors
California
$14.9M +$12.9M +108,425 +475%
CA
625
Cornerstone Advisors
North Carolina
$14.9M

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.