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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
TBA
1026
Tower Bridge Advisors
Pennsylvania
$5.51M +$167K +1,405 +3%
BSC
1027
Brown Shipley & Co
United Kingdom
$5.5M -$218K -1,833 -4%
CPC
1028
Consolidated Planning Corp
Georgia
$5.49M -$146K -1,230 -2%
EM
1029
Excalibur Management
Massachusetts
$5.47M -$51.8K -436 -0.9%
IWA
1030
Icon Wealth Advisors
Texas
$5.46M +$472K +3,970 +9%
MFG
1031
Monte Financial Group
Connecticut
$5.45M +$90.3K +760 +2%
CF
1032
Covea Finance
France
$5.45M
QCM
1033
Qsemble Capital Management
New York
$5.43M +$2.67M +22,480 +89%
RMAM
1034
Raab & Moskowitz Asset Management
New Jersey
$5.43M +$125K +1,048 +2%
PMSA
1035
Patrick M. Sweeney & Associates
Illinois
$5.43M +$65.7K +553 +1%
LSA
1036
Leonteq Securities AG
Switzerland
$5.42M +$3.05M +25,639 +116%
AWM
1037
Avitas Wealth Management
California
$5.42M +$75.3K +634 +1%
PT
1038
Plimoth Trust
Massachusetts
$5.41M +$232K +1,954 +4%
OQS
1039
Occudo Quantitative Strategies
Florida
$5.41M +$5.66M +47,618 New
NDSI
1040
Newman Dignan & Sheerar Inc
Rhode Island
$5.41M -$91.4K -769 -1%
MAS
1041
Meeder Advisory Services
Ohio
$5.4M -$239K -2,011 -4%
NFG
1042
Nations Financial Group
Iowa
$5.4M +$276K +2,321 +5%
BMA
1043
Brooks Moore & Associates
Tennessee
$5.4M +$48.2K +406 +0.9%
TNB
1044
Thomasville National Bank
Georgia
$5.39M -$37.4K -315 -0.7%
PAI
1045
Pittenger & Anderson Inc
Nebraska
$5.38M +$50.5K +425 +0.9%
TCM
1046
Teza Capital Management
Illinois
$5.37M +$4.05M +34,114 +259%
CNBTD
1047
Citizens National Bank Trust Department
Mississippi
$5.37M -$40K -337 -0.7%
FFWA
1048
FRG Family Wealth Advisors
Washington
$5.35M -$49.9K -420 -0.9%
HIC
1049
Holderness Investments Company
North Carolina
$5.34M +$2.85K +24 +0.1%
HAI
1050
Hennessy Advisors Inc
California
$5.33M +$446K +3,750 +9%

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.