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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
WKWM
1226
Walter & Keenan Wealth Management
Indiana
$3.86M +$17.7K +149 +0.4%
EL
1227
Essex LLC
Illinois
$3.86M -$197K -1,659 -5%
SACTSONJ
1228
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.86M
PDL
1229
Portfolio Design Labs
California
$3.85M +$42.8K +360 +1%
SAM
1230
Smartleaf Asset Management
Massachusetts
$3.85M +$668K +5,625 +20%
MIP
1231
Marietta Investment Partners
Wisconsin
$3.84M -$12.6K -106 -0.3%
PCMC
1232
Planning Capital Management Corporation
Pennsylvania
$3.84M -$537K -4,521 -12%
LWA
1233
Lineweaver Wealth Advisors
Ohio
$3.82M +$311K +2,614 +8%
ESB
1234
Essex Savings Bank
Connecticut
$3.82M +$320K +2,690 +9%
JFGIW
1235
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.79M +$730K +6,142 +23%
GWM
1236
Glass Wealth Management
Texas
$3.78M +$72.8K +613 +2%
HKAM
1237
Horizon Kinetics Asset Management
New York
$3.77M +$862K +7,258 +28%
IBOK
1238
Independence Bank of Kentucky
Kentucky
$3.75M +$450K +3,788 +13%
MWM
1239
Mission Wealth Management
California
$3.75M +$5.11K +43 +0.1%
PWW
1240
Pettyjohn Wood & White
Virginia
$3.74M -$104K -879 -3%
TFS
1241
Thoroughbred Financial Services
Tennessee
$3.74M -$1.1M -9,228 -22%
MPIM
1242
McGinn Penninger Investment Management
Virginia
$3.73M +$33.3K +280 +0.9%
TW
1243
Transform Wealth
Colorado
$3.73M +$1.93M +16,287 +100%
RCAG
1244
Rehmann Capital Advisory Group
Michigan
$3.73M +$322K +2,707 +9%
ADBIC
1245
A.D. Beadell Investment Counsel
Wisconsin
$3.7M -$17.7K -149 -0.5%
AFG
1246
Allegheny Financial Group
Pennsylvania
$3.7M -$19.8K -167 -0.5%
MSFS
1247
Main Street Financial Solutions
Pennsylvania
$3.68M +$737K +6,204 +24%
LOIM
1248
Liberty One Investment Management
Illinois
$3.67M +$253K +2,130 +7%
MBTD
1249
Mechanics Bank - Trust Department
California
$3.67M +$42.1K +354 +1%
GL
1250
Graypoint LLC
New York
$3.66M -$123K -1,038 -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.