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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
ECM
851
Evergreen Capital Management
Washington
$7.94M -$552K -4,649 -6%
HWAM
852
Hennion & Walsh Asset Management
New Jersey
$7.92M -$621K -5,225 -7%
CG
853
Caprock Group
Idaho
$7.9M -$344K -2,895 -4%
BE
854
Bonness Enterprises
District of Columbia
$7.89M
BCFD
855
Boit C.F. David
$7.88M
AF
856
Allworth Financial
California
$7.86M +$644K +5,424 +8%
FA
857
Fiduciary Alliance
South Carolina
$7.86M -$603K -5,074 -7%
AFG
858
Argent Financial Group
Louisiana
$7.84M +$8.2M +69,005 New
ZIG
859
Zuckerman Investment Group
Illinois
$7.76M +$10.6K +89 +0.1%
ATPW
860
Ashton Thomas Private Wealth
Arizona
$7.72M -$939K -7,904 -10%
TAM
861
Thematics Asset Management
France
$7.71M +$1.42M +11,945 +21%
FTWA
862
Fifth Third Wealth Advisors
Ohio
$7.7M +$4.08M +34,312 +102%
KLWA
863
Kelly Lawrence W & Associates
California
$7.66M +$74.1K +624 +0.9%
FTF
864
Freedom Together Foundation
New York
$7.64M -$12.5M -105,000 -61%
Primecap Management
865
Primecap Management
California
$7.59M -$713K -6,000 -8%
GIA
866
Guyasuta Investment Advisors
Pennsylvania
$7.56M -$182K -1,528 -2%
BOH
867
Bank of Hawaii
Hawaii
$7.52M -$20.9K -176 -0.3%
BP
868
Ballentine Partners
Massachusetts
$7.51M -$951K -8,003 -11%
IIM
869
Ipswich Investment Management
Massachusetts
$7.51M -$42.8K -360 -0.5%
IAA
870
Independent Advisor Alliance
North Carolina
$7.5M -$336K -2,825 -4%
WS
871
Wedbush Securities
California
$7.5M -$1.88M -15,863 -19%
CTA
872
Chesley Taft & Associates
Illinois
$7.48M -$22.6K -190 -0.3%
EFIC
873
Eliot Finkel Investment Counsel
California
$7.45M -$64.7K -545 -0.8%
PI
874
PFG Investments
New York
$7.44M +$380K +3,195 +5%
SG Americas Securities
875
SG Americas Securities
New York
$7.44M -$115M -971,844 -94%

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.