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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
AIP
651
ARS Investment Partners
New York
$13.8M -$75.8K -638 -0.5%
MRCM
652
M&R Capital Management
New Jersey
$13.8M -$383K -3,220 -3%
KCM
653
Kennedy Capital Management
Missouri
$13.8M +$770K +6,481 +6%
TRCT
654
Tower Research Capital (TRC)
New York
$13.7M -$9.96M -83,861 -41%
AAM
655
Auxier Asset Management
Oregon
$13.7M -$7.72K -65 -0.1%
LWIC
656
Leith Wheeler Investment Counsel
British Columbia, Canada
$13.6M +$13.9M +117,015 +3,791%
ONB
657
Old National Bancorp
Indiana
$13.6M +$12.6K +106 +0.1%
EIP
658
Easterly Investment Partners
Massachusetts
$13.6M +$9.56M +80,428 +204%
BMO
659
Beck Mack & Oliver
New York
$13.6M -$387K -3,260 -3%
WJWM
660
Williams Jones Wealth Management
New York
$13.4M -$71K -598 -0.5%
VIM
661
Vinva Investment Management
Australia
$13.4M +$1.65M +13,910 +13%
BIAS
662
Beacon Investment Advisory Services
New Jersey
$13.4M +$57.3K +482 +0.4%
CL
663
Choreo LLC
Illinois
$13.3M +$1.29M +10,861 +10%
MGAM
664
McGowan Group Asset Management
Texas
$13.3M -$6.02M -50,702 -30%
CIA
665
Concurrent Investment Advisors
Florida
$13.3M +$502K +4,229 +4%
Westfield Capital Management
666
Westfield Capital Management
Massachusetts
$13.3M +$2.07M +17,458 +18%
MCM
667
Monarch Capital Management
Indiana
$13.3M +$49.7K +418 +0.4%
ST
668
Smithfield Trust
Pennsylvania
$13.2M +$35.4K +298 +0.3%
AIMC
669
Alley Investment Management Company
Illinois
$13.2M -$1.92M -16,202 -12%
MGIA
670
Matthew Goff Investment Advisor
Texas
$13.2M -$5.11K -43 -0%
SWM
671
Stockman Wealth Management
Montana
$13.2M +$757K +6,375 +6%
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$13M +$237K +1,997 +2%
NB
673
Norinchukin Bank
Japan
$12.9M +$1.73M +14,559 +15%
Verition Fund Management
674
Verition Fund Management
Connecticut
$12.8M +$5.58M +46,926 +71%
SW
675
SlateStone Wealth
Florida
$12.8M +$4.2M +35,321 +46%

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.