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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
CCM
901
Cutler Capital Management
Massachusetts
$6.98M -$35.6K -300 -0.5%
OLA
902
Oliver Luxxe Assets
New Jersey
$6.98M +$47.4K +399 +0.7%
NC
903
NewSquare Capital
Pennsylvania
$6.97M -$58.3K -491 -0.8%
WI
904
Wahed Invest
New York
$6.95M +$519K +4,371 +8%
TCM
905
Twin Capital Management
Pennsylvania
$6.95M -$125K -1,048 -2%
MYIA
906
Mount Yale Investment Advisors
Colorado
$6.94M +$4.75M +39,987 +189%
VFM
907
Viking Fund Management
North Dakota
$6.93M -$475K -4,000 -6%
KWA
908
Kingswood Wealth Advisors
California
$6.92M +$1.31M +11,004 +22%
CSPAM
909
Cary Street Partners Asset Management
Virginia
$6.91M +$87K +732 +1%
CAL
910
Capital Analysts LLC
Pennsylvania
$6.9M +$57.3K +482 +0.8%
JWCA
911
J.W. Cole Advisors
Florida
$6.89M +$351K +2,955 +5%
DWT
912
Dorsey & Whitney Trust
South Dakota
$6.89M +$2.32M +19,500 +47%
TTWM
913
TCV Trust & Wealth Management
Virginia
$6.85M -$66.4K -559 -0.9%
BOSSRA
914
B.O.S.S. Retirement Advisors
Utah
$6.85M +$2.13M +17,913 +42%
BIM
915
Bridges Investment Management
Nebraska
$6.85M -$696K -5,857 -9%
JCM
916
Jacobi Capital Management
Pennsylvania
$6.85M +$209K +1,763 +3%
HW
917
Hedeker Wealth
Illinois
$6.84M +$90.2K +759 +1%
PFM
918
Privium Fund Management
Netherlands
$6.83M +$1.94M +16,314 +37%
CCAM
919
Codex Capital Asset Management
Texas
$6.81M
CAM
920
Covenant Asset Management
New Jersey
$6.8M +$16.6K +140 +0.2%
PA
921
Parallel Advisors
California
$6.78M -$131K -1,105 -2%
MGIA
922
Moneta Group Investment Advisors
Missouri
$6.77M -$2.38K -20 -0%
SFM
923
Sphera Funds Management
Israel
$6.77M
FIA
924
Foundations Investment Advisors
Arizona
$6.76M +$1.29M +10,831 +22%
BWL
925
Bogart Wealth LLC
Virginia
$6.75M +$138K +1,164 +2%

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.