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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
BBNA
1176
Bremer Bank National Association
Minnesota
$4.25M -$134K -1,124 -3%
SAM
1177
Sompo Asset Management
Japan
$4.24M +$28.5K +240 +0.6%
SWM
1178
Scissortail Wealth Management
Oklahoma
$4.24M -$4.26M -35,845 -99%
NEAM
1179
New England Asset Management
Connecticut
$4.24M +$129K +1,085 +3%
ACM
1180
Alpha Capital Management
Texas
$4.24M +$79.8K +672 +2%
HA
1181
Herold Advisors
New York
$4.23M +$8.32K +70 +0.2%
CAM
1182
Costello Asset Management
Pennsylvania
$4.23M +$350K +2,947 +9%
ANTB
1183
AMG National Trust Bank
Colorado
$4.21M -$654K -5,505 -13%
HW
1184
Hancock Whitney
Mississippi
$4.21M -$223K -1,873 -5%
BWG
1185
Berry Wealth Group
Texas
$4.21M +$64.2K +540 +1%
CFCI
1186
Comprehensive Financial Consultants Institutional
Indiana
$4.2M +$125K +1,053 +3%
WPC
1187
White Pine Capital
Minnesota
$4.18M +$4.75K +40 +0.1%
BTI
1188
Blue Trust Inc
Georgia
$4.17M +$1.79M +15,026 +81%
FM
1189
Family Management
New York
$4.16M +$683K +5,750 +19%
CI
1190
Conning Inc
Connecticut
$4.14M -$25.2K -212 -0.6%
EFS
1191
Essex Financial Services
Connecticut
$4.14M -$941K -7,924 -17%
AIM
1192
Allen Investment Management
New York
$4.14M
JFL
1193
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.12M +$15.4K +130 +0.4%
MCP
1194
Martin Capital Partners
Oregon
$4.11M -$1.41M -11,853 -25%
VPI
1195
Value Partners Investments
Manitoba, Canada
$4.11M +$1.84M +15,453 +101%
UCI
1196
Uncommon Cents Investing
Wisconsin
$4.11M -$41K -345 -0.9%
SP
1197
Stonebrook Private
Michigan
$4.1M -$146K -1,225 -3%
NCM
1198
Nelson Capital Management
California
$4.1M +$107K +904 +3%
KFP
1199
KMG Fiduciary Partners
Ohio
$4.09M -$188K -1,583 -4%
SAM
1200
Strategy Asset Managers
California
$4.09M -$1.43M -12,053 -25%

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.