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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
MSS
726
Mitchell Sinkler & Starr
Pennsylvania
$11.3M +$1.01M +8,521 +8%
AWM
727
Apollon Wealth Management
South Carolina
$11.3M -$658K -5,538 -5%
TF
728
Tompkins Financial
New York
$11.2M +$112K +946 +1%
FSA
729
Fort Sheridan Advisors
Illinois
$11.2M -$33K -278 -0.3%
OCM
730
One Capital Management
California
$11.2M +$941K +7,924 +9%
GI
731
GLOBALT Investments
Georgia
$11.2M -$157K -1,321 -1%
LDB
732
Lee, Danner & Bass
Tennessee
$11.2M -$199K -1,672 -2%
ECM
733
Estabrook Capital Management
New York
$11.2M -$46.6K -392 -0.4%
WA
734
Waverly Advisors
Alabama
$11.1M -$79.4K -668 -0.7%
SIA
735
Sit Investment Associates
Minnesota
$11.1M +$1.34M +11,270 +13%
JGUA
736
John G. Ullman & Associates
New York
$11.1M +$119 +1 +0%
MIM
737
Marco Investment Management
Georgia
$11.1M +$380K +3,196 +3%
SBWIC
738
Schaper Benz & Wise Investment Counsel
Wisconsin
$11M -$89.9K -757 -0.8%
NGA
739
Naples Global Advisors
Florida
$11M +$175K +1,476 +2%
CIG
740
Cullen Investment Group
Louisiana
$10.9M +$361K +3,036 +3%
UAS
741
United Asset Strategies
New York
$10.9M +$465K +3,913 +4%
JC
742
JB Capital
Connecticut
$10.8M +$384K +3,235 +4%
PI
743
PGGM Investments
Netherlands
$10.8M +$4.96M +41,726 +78%
SCP
744
Stamos Capital Partners
California
$10.7M +$2.87M +24,190 +35%
FNT
745
First Nebraska Trust
Nebraska
$10.7M -$121K -1,019 -1%
RIL
746
Rothschild Investment LLC
Illinois
$10.6M -$175K -1,477 -2%
LA
747
Lynch & Associates
Indiana
$10.5M -$26.7K -225 -0.2%
LBC
748
Lowe Brockenbrough & Co
Virginia
$10.5M -$1.2M -10,077 -10%
TF
749
Talbot Financial
Washington
$10.4M +$587K +4,942 +6%
BB
750
Busey Bank
Illinois
$10.4M -$64.4K -542 -0.6%

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.