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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$742M +$5.18M +43,578 +0.7%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$740M +$15M +126,051 +2%
Principal Financial Group
53
Principal Financial Group
Iowa
$722M +$61.6M +518,270 +9%
Capital International Investors
54
Capital International Investors
California
$716M +$8.69M +73,176 +1%
LSV Asset Management
55
LSV Asset Management
Illinois
$683M -$40.6M -341,650 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$671M +$69.4M +583,752 +11%
Barrow, Hanley, Mewhinney & Strauss
57
Barrow, Hanley, Mewhinney & Strauss
Texas
$642M -$27.9M -235,154 -4%
DekaBank Deutsche Girozentrale
58
DekaBank Deutsche Girozentrale
Germany
$613M +$20.4M +171,638 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
59
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$612M +$261M +2,194,463 +69%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$585M +$17.3M +145,333 +3%
DZ Bank
61
DZ Bank
Germany
$566M -$1.3B -10,918,077 -69%
National Pension Service
62
National Pension Service
South Korea
$544M +$75.5M +635,176 +15%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$522M -$15.5M -130,256 -3%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$513M -$5.86M -49,290 -1%
BG
65
Bahl & Gaynor
Ohio
$503M +$20M +168,688 +4%
Citigroup
66
Citigroup
New York
$502M -$265M -2,234,741 -34%
Macquarie Group
67
Macquarie Group
Australia
$500M -$10.1M -85,168 -2%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$484M +$310M +2,610,800 +158%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$474M -$12.1M -102,238 -2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$470M -$947K -7,973 -0.2%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$461M -$158M -1,326,455 -25%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$457M +$201M +1,689,212 +72%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$434M +$34.6M +291,549 +8%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$421M -$46.6M -392,028 -10%
Corient Private Wealth
75
Corient Private Wealth
Florida
$420M +$24.3M +204,837 +6%

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.