We are live on ! Find out more

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
LI
676
LMCG Investments
Massachusetts
$12.8M +$64.9K +546 +0.5%
CB
677
Community Bank
New York
$12.7M +$88.9K +748 +0.7%
NCM
678
Noesis Capital Mangement
Florida
$12.7M +$1.31M +11,031 +11%
AP
679
Appleton Partners
Massachusetts
$12.7M +$861K +7,248 +7%
BRCM
680
Bright Rock Capital Management
Massachusetts
$12.7M
TW
681
TritonPoint Wealth
Maryland
$12.6M +$412K +3,472 +3%
GAM
682
Griffin Asset Management
New York
$12.6M +$148K +1,243 +1%
MYLI
683
Meiji Yasuda Life Insurance
Japan
$12.6M -$142K -1,197 -1%
MCM
684
Mengis Capital Management
Oregon
$12.6M -$146K -1,230 -1%
RB
685
Rodgers Brothers
Pennsylvania
$12.5M +$3.41M +28,688 +35%
TC
686
TwinBeech Capital
New York
$12.5M -$44.9M -377,829 -77%
TAIM
687
Te Ahumairangi Investment Management
New Zealand
$12.5M +$1.76M +14,780 +15%
WC
688
Whitney & Co
New York
$12.5M +$3.56K +30 +0%
CII
689
Capital International Inc
California
$12.4M +$92.5K +779 +0.7%
T
690
TOBAM
France
$12.4M -$45.3K -381 -0.3%
GH
691
GAM Holding
Switzerland
$12.4M +$913K +7,689 +8%
CNB
692
Camden National Bank
Maine
$12.4M +$27.6K +232 +0.2%
JC
693
Jacobs & Co
California
$12.4M +$761K +6,407 +6%
CVM
694
Cheviot Value Management
California
$12.3M -$616K -5,185 -5%
PMAM
695
Picton Mahoney Asset Management
Ontario, Canada
$12.3M +$1.35M +11,391 +12%
NLGIA
696
Nippon Life Global Investors Americas
New York
$12.1M +$10.5M +88,330 +500%
SAM
697
SP Asset Management
California
$12.1M +$36.9K +311 +0.3%
BFS
698
Bard Financial Services
Connecticut
$12M -$44.6K -375 -0.4%
GG
699
Greenwood Gearhart
Arkansas
$11.9M +$1.25M +10,551 +11%
KA
700
Kintegral Advisory
New York
$11.9M -$162K -1,365 -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.