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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
ADL
1051
Asset Dedication LLC
California
$5.31M -$976K -8,212 -15%
MIM
1052
Montgomery Investment Management
Maryland
$5.26M
SCP
1053
Shorepoint Capital Partners
Massachusetts
$5.25M -$198K -1,666 -3%
FBT
1054
First Bankers Trust
Kentucky
$5.23M +$179K +1,505 +3%
AG
1055
Ascent Group
Virginia
$5.22M -$216K -1,821 -4%
CCG
1056
Cypress Capital Group
Florida
$5.21M +$153K +1,292 +3%
RC
1057
Roundview Capital
New Jersey
$5.2M +$9.27K +78 +0.2%
WLPWM
1058
Walled Lake Planning & Wealth Management
Illinois
$5.19M -$172K -1,446 -3%
GI
1059
GAMMA Investing
California
$5.16M +$714K +6,007 +15%
CBTWT
1060
Community Bank & Trust (Waco, Texas)
Texas
$5.15M -$380K -3,199 -7%
PJWM
1061
Philip James Wealth Mangement
Georgia
$5.15M +$5.39M +45,357 New
CPA
1062
Capital Planning Advisors
California
$5.14M +$320K +2,691 +6%
FCMT
1063
Founders Capital Management (Texas)
Texas
$5.14M +$86.5K +728 +2%
Ninety One (UK)
1064
Ninety One (UK)
United Kingdom
$5.11M
AFA
1065
Abacus FCF Advisors
Florida
$5.09M -$3.27M -27,533 -38%
SSI
1066
Scott & Selber Inc
Texas
$5.09M -$25.8K -217 -0.5%
AAS
1067
Ameritas Advisory Services
Nebraska
$5.09M -$910K -7,663 -15%
CHAM
1068
Clear Harbor Asset Management
Connecticut
$5.09M -$7.96K -67 -0.1%
CAMV
1069
Concord Asset Management (Virginia)
Virginia
$5.08M +$1.43M +12,075 +37%
ACM
1070
Ashford Capital Management
Delaware
$5.08M -$1.4M -11,809 -21%
SAIG
1071
Semper Augustus Investments Group
Colorado
$5.05M
AAM
1072
Azzad Asset Management
Virginia
$5.04M +$71.6K +603 +1%
RWA
1073
River Wealth Advisors
Pennsylvania
$5.03M +$435K +3,665 +9%
GRP
1074
Global Retirement Partners
California
$5.03M -$35.3K -297 -0.7%
CWP
1075
Concord Wealth Partners
Virginia
$5.03M +$1.19M +9,991 +29%

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.