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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
BLC
1251
Brown, Lisle/Cummings
Rhode Island
$3.66M +$149K +1,250 +4%
LWM
1252
Lodestone Wealth Management
Washington
$3.65M -$140K -1,175 -4%
MCM
1253
Marathon Capital Management
Maryland
$3.63M -$11.9K -100 -0.3%
QI
1254
Qtron Investments
Massachusetts
$3.63M
CCG
1255
Chatham Capital Group
Georgia
$3.63M -$1.4M -11,771 -27%
BW
1256
Bison Wealth
Georgia
$3.63M +$760K +6,401 +25%
BB
1257
Berkshire Bank
Massachusetts
$3.62M -$132K -1,115 -3%
MFFIA
1258
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$3.62M -$8.91K -75 -0.2%
IB
1259
Intrust Bank
Kansas
$3.62M -$214K -1,805 -5%
FSA
1260
Franklin Street Advisors
North Carolina
$3.61M -$47.2K -397 -1%
BL
1261
BFSG LLC
California
$3.61M +$110K +923 +3%
CPA
1262
Court Place Advisors
Maryland
$3.61M -$24.7K -208 -0.7%
ACM
1263
AlphaStar Capital Management
North Carolina
$3.61M +$247K +2,078 +7%
PWMG
1264
Prestige Wealth Management Group
New Jersey
$3.6M +$84.4K +710 +2%
KFBMI
1265
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.6M
MCB
1266
Morton Community Bank
Illinois
$3.6M +$7.96K +67 +0.2%
LRWA
1267
Long Run Wealth Advisors
New York
$3.59M +$478K +4,027 +15%
RCM
1268
RNC Capital Management
California
$3.59M
GJWM
1269
Gilliland Jeter Wealth Management
Arkansas
$3.58M -$42.4K -357 -1%
AFM
1270
Abbot Financial Management
Massachusetts
$3.58M +$58.2K +490 +2%
MNBTD
1271
Moody National Bank Trust Division
Texas
$3.58M -$35K -295 -0.9%
MCC
1272
Money Concepts Capital
Florida
$3.58M -$31.6K -266 -0.8%
ISB
1273
Iowa State Bank
Iowa
$3.57M -$104K -876 -3%
AC
1274
Addison Capital
Pennsylvania
$3.57M +$594 +5 +0%
CI
1275
CX Institutional
Indiana
$3.56M -$6.13M -51,605 -62%

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.