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
PAS
701
Park Avenue Securities
New York
$11.9M -$2.33M -19,615 -16%
EWM
702
Evercore Wealth Management
New York
$11.9M -$170K -1,433 -1%
FTIS
703
First Trust Investment Solutions
Florida
$11.9M +$10.7M +90,299 +637%
TCM
704
Tufton Capital Management
Maryland
$11.8M -$149K -1,250 -1%
FNBOO
705
First National Bank of Omaha
Nebraska
$11.8M -$207K -1,744 -2%
JIC
706
Johnson Investment Counsel
Ohio
$11.8M +$775K +6,527 +7%
AR
707
Advisory Research
Illinois
$11.8M +$406K +3,415 +3%
GIM
708
Grassi Investment Management
California
$11.8M -$29.9K -252 -0.2%
ERP
709
Eldred Rock Partners
Texas
$11.7M +$474K +3,993 +4%
EWM
710
Executive Wealth Management
Michigan
$11.7M +$4.4M +37,059 +56%
LG
711
LaFleur & Godfrey
Michigan
$11.7M -$277K -2,330 -2%
DWP
712
Daymark Wealth Partners
Ohio
$11.7M +$80K +673 +0.3%
WBC
713
Westpac Banking Corp
Australia
$11.7M +$1.5M +12,644 +14%
GVAG
714
Great Valley Advisor Group
Delaware
$11.7M +$839K +7,064 +7%
CCM
715
Coldstream Capital Management
Washington
$11.6M +$896K +7,544 +8%
1SB
716
1ST Source Bank
Indiana
$11.6M -$81K -682 -0.7%
LFM
717
LGT Fund Management
Liechtenstein
$11.5M +$1.68M +14,128 +16%
NB
718
NBT Bank
New York
$11.5M -$285K -2,403 -2%
GT
719
Greenleaf Trust
Michigan
$11.5M -$4.75K -40 -0%
HPCM
720
Hunter Perkins Capital Management
Illinois
$11.4M +$967K +8,143 +9%
QIM
721
Quest Investment Management
Oregon
$11.4M +$8.25M +69,475 +223%
SYBT
722
Stock Yards Bank & Trust
Kentucky
$11.4M -$20.9K -176 -0.2%
CIC
723
Cutler Investment Counsel
Oregon
$11.3M -$372K -3,127 -3%
SGC
724
Slocum, Gordon & Co
Rhode Island
$11.3M -$603K -5,075 -5%
BVDMP
725
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.3M

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.