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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
FNBTCON
1201
First National Bank & Trust Co of Newtown
Pennsylvania
$4.07M +$25.7K +216 +0.6%
GM
1202
GeoWealth Management
Illinois
$4.07M -$290K -2,442 -6%
CNFG
1203
Creegan & Nassoura Financial Group
New Hampshire
$4.04M
MPM
1204
Meritage Portfolio Management
Kansas
$4.04M -$178K -1,498 -4%
IC
1205
Inscription Capital
Texas
$4.03M -$196K -1,646 -4%
MSA
1206
Marino Stram & Associates
Massachusetts
$4.03M +$27.6K +232 +0.7%
3IP
1207
3Chopt Investment Partners
Virginia
$4.02M +$76.2K +641 +2%
HCA
1208
Harbour Capital Advisors
Virginia
$4M -$3.56K -30 -0.1%
PAM
1209
Pegasus Asset Management
New York
$3.99M +$12.2K +103 +0.3%
STA
1210
Summit Trail Advisors
New York
$3.99M +$257K +2,163 +7%
OIM
1211
Opus Investment Management
Massachusetts
$3.97M
TCWA
1212
Turtle Creek Wealth Advisors
Texas
$3.97M +$179K +1,505 +4%
QCG
1213
Quadrant Capital Group
Ohio
$3.97M -$127K -1,071 -3%
AIMCA
1214
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.96M
RPSA
1215
Richard P. Slaughter Associates
Texas
$3.96M +$566K +4,766 +16%
PRS
1216
Pinkerton Retirement Specialists
Idaho
$3.96M +$169K +1,423 +4%
CRIG
1217
Charter Research & Investment Group
Connecticut
$3.94M -$26.7K -225 -0.6%
PIMJS
1218
PKO Investment Management Joint-Stock
Poland
$3.94M +$713K +6,000 +21%
EWM
1219
Empirical Wealth Management
Washington
$3.92M +$386K +3,250 +10%
FLI
1220
Family Legacy Inc
South Carolina
$3.91M +$23.9K +201 +0.6%
BCA
1221
Bay Colony Advisors
Massachusetts
$3.9M -$21.3K -179 -0.5%
NICM
1222
Neo Ivy Capital Management
New York
$3.9M +$4.08M +34,330 New
TAM
1223
Tealwood Asset Management
Minnesota
$3.88M -$29.1K -245 -0.7%
FWP
1224
FAS Wealth Partners
Kansas
$3.87M +$161K +1,359 +4%
SC
1225
SouthState Corp
Florida
$3.87M -$11.3K -95 -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.