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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
EWA
1326
EverSource Wealth Advisors
Alabama
$3.27M -$96.9K -816 -3%
CTI
1327
Community Trust & Investment
Kentucky
$3.27M +$145K +1,217 +4%
WWM
1328
Western Wealth Management
Colorado
$3.26M +$704K +5,925 +26%
PAM
1329
Paradigm Asset Management
New York
$3.26M
LFG
1330
Larson Financial Group
Missouri
$3.25M +$265K +2,233 +8%
HAC
1331
Harbor Advisory Corp
New Hampshire
$3.24M -$4.16K -35 -0.1%
SC
1332
Syon Capital
California
$3.24M -$205K -1,723 -6%
PAM
1333
Pinpoint Asset Management
Hong Kong
$3.22M +$863K +7,266 +34%
VT
1334
Vise Technologies
New York
$3.21M -$569K -4,790 -14%
NAM
1335
NTV Asset Management
West Virginia
$3.21M -$39.8K -335 -1%
HI
1336
Horizon Investments
North Carolina
$3.21M -$178K -1,496 -5%
DSC
1337
Duncker Streett & Co
Missouri
$3.21M +$7.6K +64 +0.2%
FFO
1338
Fiduciary Family Office
Florida
$3.2M +$363K +3,056 +12%
WGAM
1339
Wilkinson Global Asset Management
New York
$3.2M
SAM
1340
Secure Asset Management
Michigan
$3.2M +$196K +1,647 +6%
VIA
1341
Vickerman Investment Advisors
Washington
$3.19M +$15.8K +133 +0.5%
CCA
1342
Checchi Capital Advisers
California
$3.19M -$187K -1,577 -5%
SW
1343
Simplicity Wealth
New Jersey
$3.19M -$19.4M -163,086 -85%
CIC
1344
Carnegie Investment Counsel
Ohio
$3.19M -$125K -1,056 -4%
CIC
1345
Chilton Investment Company
Connecticut
$3.18M -$112K -942 -3%
WPC
1346
Wedmont Private Capital
Pennsylvania
$3.18M -$478K -4,023 -12%
QWM
1347
Quadcap Wealth Management
Texas
$3.17M -$99.1K -834 -3%
BOPW
1348
Brandywine Oak Private Wealth
Pennsylvania
$3.16M +$48.9K +412 +2%
MCM
1349
MV Capital Management
Maryland
$3.15M +$153K +1,285 +5%
Capstone Investment Advisors
1350
Capstone Investment Advisors
New York
$3.14M +$1.39M +11,694 +73%

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.