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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
T
951
TNF
Montana
$6.32M -$105K -882 -1%
BFO
952
Biltmore Family Office
North Carolina
$6.32M +$5.23K +44 +0.1%
BG
953
BDF Gestion
France
$6.31M +$2.24M +18,827 +19%
SL
954
Sentry LLC
Tennessee
$6.3M -$41.1K -346 -0.6%
O
955
Ossiam
France
$6.29M -$1.81M -15,218 -22%
S
956
SignatureFD
Georgia
$6.29M -$449K -3,782 -6%
FMWA
957
Forvis Mazars Wealth Advisors
Missouri
$6.29M -$194K -1,630 -3%
1832 Asset Management
958
1832 Asset Management
Ontario, Canada
$6.23M +$416K +3,504 +7%
PWMAG
959
Pinnacle Wealth Management Advisory Group
New Jersey
$6.22M -$46.6K -392 -0.7%
WANY
960
Wealthspire Advisors (New York)
New York
$6.21M +$459K +3,860 +8%
LA
961
Lifeworks Advisors
Michigan
$6.21M +$845K +7,116 +15%
PNC
962
Park National Corp
Ohio
$6.21M -$82.9K -698 -1%
CICC
963
Capital Investment Counsel (Colorado)
Colorado
$6.21M +$175K +1,475 +3%
RFM
964
Royal Fund Management
Florida
$6.2M +$563K +4,740 +10%
SWIG
965
Strategic Wealth Investment Group
Kentucky
$6.17M +$5.65M +47,586 +768%
FFA
966
Fragasso Financial Advisors
Pennsylvania
$6.1M +$364K +3,063 +6%
ACM
967
Argyle Capital Management
Pennsylvania
$6.09M -$365K -3,075 -5%
SFG
968
SevenBridge Financial Group
Pennsylvania
$6.09M +$480K +4,042 +7%
MWM
969
Modera Wealth Management
New Jersey
$6.09M -$27.7K -233 -0.4%
MPI
970
Mairs & Power Inc
Minnesota
$6.06M -$174K -1,464 -3%
PCG
971
Prosperity Consulting Group
Maryland
$6.06M +$165K +1,389 +3%
RWM
972
Rockline Wealth Management
New York
$6.05M +$201K +1,692 +3%
MYAM
973
Meiji Yasuda Asset Management
Japan
$6.05M -$2.7M -22,694 -30%
VVP
974
Venture Visionary Partners
Ohio
$6.04M -$286K -2,410 -4%
GCM
975
Garland Capital Management
Washington
$6.02M -$952K -8,010 -13%

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.