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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
ISWM
1301
Independent Solutions Wealth Management
New York
$3.41M +$33.1K +279 +0.9%
BC
1302
Broadwater Capital
Massachusetts
$3.4M -$29.7K -250 -0.8%
RSVP
1303
Ramsay Stattman Vela & Price
Colorado
$3.4M -$315K -2,655 -8%
BHPW
1304
Beverly Hills Private Wealth
California
$3.4M -$832K -7,001 -19%
AA
1305
Ancora Advisors
Ohio
$3.4M -$1.74M -14,687 -33%
SSW
1306
Stone Summit Wealth
Florida
$3.39M +$8.32K +70 +0.2%
RMCM
1307
Reynders McVeigh Capital Management
Massachusetts
$3.38M +$46.3K +390 +1%
MAM
1308
Madison Asset Management
Wisconsin
$3.36M -$158K -1,326 -4%
BJL
1309
Brighton Jones LLC
Washington
$3.36M -$258K -2,174 -7%
AC
1310
AlphaCore Capital
California
$3.35M +$152K +1,281 +5%
CPBTD
1311
Central Pacific Bank - Trust Division
Hawaii
$3.35M -$707K -5,950 -17%
SSA
1312
Schonfeld Strategic Advisors
New York
$3.34M -$12.3M -103,235 -78%
LC
1313
Lindbrook Capital
California
$3.34M +$1.07M +8,985 +44%
ECM
1314
EagleClaw Capital Management
Massachusetts
$3.34M -$166K -1,400 -5%
BWAM
1315
Boyd Watterson Asset Management
Ohio
$3.33M +$289K +2,433 +9%
1WA
1316
180 Wealth Advisors
Washington
$3.33M +$93.4K +786 +3%
DMC
1317
Drexel Morgan & Co
Pennsylvania
$3.33M
HIC
1318
Harvey Investment Company
Kentucky
$3.33M
ANBT
1319
American National Bank & Trust
Texas
$3.32M -$67.1K -565 -2%
TAM
1320
Trust Asset Management
Texas
$3.31M
LWM
1321
Latko Wealth Management
Illinois
$3.3M +$3.45M +29,025 New
HIA
1322
Harbor Investment Advisory
Maryland
$3.29M -$158K -1,329 -4%
EFMC
1323
Empire Financial Management Company
New York
$3.29M -$300K -2,523 -8%
AF
1324
Advisornet Financial
Minnesota
$3.28M -$30.2K -254 -0.9%
CAM
1325
Chesapeake Asset Management
New York
$3.28M -$352K -2,960 -9%

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.