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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
IWM
1126
IHT Wealth Management
Illinois
$4.67M +$590K +4,966 +14%
SFP
1127
Shepherd Financial Partners
Massachusetts
$4.65M +$110K +929 +2%
TFM
1128
TFC Financial Management
Massachusetts
$4.65M +$70.1K +590 +1%
AC
1129
Asio Capital
Kentucky
$4.6M +$525K +4,418 +12%
GA
1130
Gateway Advisory
New Jersey
$4.59M +$61.8K +520 +1%
RSWM
1131
Robertson Stephens Wealth Management
California
$4.58M +$94.7K +797 +2%
WCM
1132
Whitener Capital Management
North Carolina
$4.58M -$48.8K -411 -1%
Nomura Holdings
1133
Nomura Holdings
Japan
$4.58M -$2.59M -21,817 -35%
ACP
1134
Aviance Capital Partners
Florida
$4.57M +$8.08K +68 +0.2%
HCA
1135
Horan Capital Advisors
Ohio
$4.56M -$14.1K -119 -0.3%
TW
1136
Trajan Wealth
Arizona
$4.55M +$547K +4,603 +13%
SHFA
1137
SS&H Financial Advisors
Michigan
$4.55M -$11.9K -100 -0.2%
BCFS
1138
Butensky & Cohen Financial Security
Florida
$4.54M +$101K +852 +2%
TYCC
1139
Texas Yale Capital Corp
Florida
$4.54M -$51.7K -435 -1%
HCM
1140
Hengehold Capital Management
Ohio
$4.53M +$124K +1,045 +3%
DIP
1141
DT Investment Partners
Pennsylvania
$4.53M -$2.26K -19 -0%
PIA
1142
Petredis Investment Advisors
Pennsylvania
$4.53M +$20.3K +171 +0.4%
ET
1143
Entropy Technologies
New York
$4.52M +$3.61M +30,398 +322%
RBA
1144
Richard Bernstein Advisors
New York
$4.52M -$501K -4,216 -10%
NP
1145
NorthRock Partners
Minnesota
$4.52M -$485K -4,079 -9%
CFGS
1146
Concourse Financial Group Securities
Alabama
$4.52M -$187K -1,570 -4%
BCA
1147
Bray Capital Advisors
Florida
$4.5M -$87K -732 -2%
FCP
1148
Fidelis Capital Partners
Florida
$4.5M +$154K +1,298 +3%
DIA
1149
Dean Investment Associates
Ohio
$4.49M -$146K -1,228 -3%
HC
1150
Hendley & Co
Ohio
$4.48M -$11.9K -100 -0.3%

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.