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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
NSIM
926
North Star Investment Management
Illinois
$6.7M -$9.39K -79 -0.1%
UH
927
Unigestion Holding
Switzerland
$6.68M -$39.3M -330,882 -85%
FTDI
928
First Trust Direct Indexing
Massachusetts
$6.68M -$35.4K -298 -0.5%
PHS
929
Pekin Hardy Strauss
Illinois
$6.67M -$120K -1,013 -2%
SWM
930
Spire Wealth Management
Virginia
$6.67M +$1.04M +8,750 +18%
ET
931
Equitable Trust
Tennessee
$6.66M +$358K +3,015 +5%
BKA
932
Brick & Kyle Associates
Pennsylvania
$6.66M -$86.4K -727 -1%
HIP
933
Harrell Investment Partners
Texas
$6.65M -$148K -1,242 -2%
ZIC
934
ZWJ Investment Counsel
Georgia
$6.6M -$254K -2,134 -4%
AC
935
Addenda Capital
Quebec, Canada
$6.6M +$356 +3 +0%
ECM
936
Exchange Capital Management
Michigan
$6.58M -$200K -1,684 -3%
LIA
937
LS Investment Advisors
Michigan
$6.55M +$22.5K +189 +0.3%
NB
938
Northwest Bancshares
Pennsylvania
$6.51M -$661K -5,561 -9%
KWM
939
Keebeck Wealth Management
Illinois
$6.51M -$151K -1,270 -2%
PTC
940
Philadelphia Trust Company
Pennsylvania
$6.51M +$1.2M +10,089 +21%
GCM
941
Gibraltar Capital Management
Oklahoma
$6.51M -$7.84K -66 -0.1%
CT
942
Caldwell Trust
Florida
$6.51M +$385K +3,239 +6%
PCS
943
Personal CFO Solutions
New Jersey
$6.49M +$698K +5,874 +11%
JWCA
944
J.W. Coons Advisors
Ohio
$6.49M +$4.87K +41 +0.1%
MWM
945
Marietta Wealth Management
Georgia
$6.44M +$321K +2,705 +5%
BC
946
Burney Company
Virginia
$6.43M -$4.91M -41,354 -42%
BI
947
Berkeley Inc
Idaho
$6.42M +$3.36M +28,308 +100%
VCA
948
Verdence Capital Advisors
Maryland
$6.37M +$146K +1,231 +2%
CBT
949
Central Bank & Trust
Kentucky
$6.36M -$50.5K -425 -0.8%
AIP
950
Ameritas Investment Partners
Nebraska
$6.32M -$389K -3,276 -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.