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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
AIM
776
Artemis Investment Management
United Kingdom
$9.52M -$5.37M -45,218 -35%
FEG
777
Financial Enhancement Group
Indiana
$9.51M +$4.62M +38,862 +90%
BMM
778
Buffington Mohr McNeal
Idaho
$9.51M +$69.9K +588 +0.7%
TPCW
779
TD Private Client Wealth
New York
$9.43M -$438K -3,688 -4%
LOAMS
780
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.41M +$1.75M +14,714 +22%
LIP
781
Liontrust Investment Partners
United Kingdom
$9.4M
DWM
782
Dakota Wealth Management
Florida
$9.34M +$828K +6,968 +9%
NPT
783
Nixon Peabody Trust
Massachusetts
$9.34M -$41.8K -352 -0.4%
NW
784
NewEdge Wealth
Pennsylvania
$9.28M +$865K +7,277 +10%
BFG
785
Bleakley Financial Group
New Jersey
$9.28M -$9.9M -83,306 -50%
FCA
786
FLC Capital Advisors
California
$9.26M -$355K -2,990 -4%
IWC
787
Integrated Wealth Concepts
Massachusetts
$9.25M -$52.5K -442 -0.5%
MA
788
Mutual Advisors
Nebraska
$9.19M -$207K -1,745 -2%
GI
789
GAMCO Investors
Connecticut
$9.19M +$496K +4,172 +5%
GA
790
GFS Advisors
Texas
$9.19M +$9.5M +79,926 +8,326%
GIA
791
Gladstone Institutional Advisory
Florida
$9.18M +$807K +6,793 +9%
PWM
792
Perigon Wealth Management
California
$9.16M -$2.76M -23,264 -22%
SIM
793
Stratos Investment Management
Ohio
$9.14M +$3.01M +25,362 +46%
NMIMC
794
Northwestern Mutual Investment Management Company
Wisconsin
$9.12M -$31.7K -267 -0.3%
CAM
795
Carret Asset Management
New York
$9.12M +$139K +1,170 +1%
NSEDCP
796
NJ State Employees Deferred Compensation Plan
New Jersey
$9.11M
SIG
797
Sky Investment Group
Connecticut
$9.08M +$360K +3,027 +4%
EAM
798
EdenTree Asset Management
United Kingdom
$9.04M +$8.77M +73,840 +1,273%
SFI
799
Siemens Fonds Invest
Germany
$8.99M -$20.7K -174 -0.2%
AAMU
800
APG Asset Management US
New York
$8.98M -$116M -972,227 -93%

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.