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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
SC
1351
Sepio Capital
Utah
$3.13M -$156K -1,311 -5%
DFG
1352
Delta Financial Group
New Jersey
$3.13M -$7.72K -65 -0.2%
CT
1353
Clearstead Trust
Maine
$3.13M -$86K -724 -3%
WP
1354
Waycross Partners
Kentucky
$3.12M +$356K +3,000 +12%
AM
1355
AGF Management
Ontario, Canada
$3.12M -$2.39M -20,100 -42%
CJL
1356
Cyrus J. Lawrence
New York
$3.12M -$3.56K -30 -0.1%
MAM
1357
Morse Asset Management
Connecticut
$3.11M -$1.77M -14,932 -35%
JIC
1358
Joel Isaacson & Co
New York
$3.11M +$45.5K +383 +1%
PWA
1359
Phoenix Wealth Advisors
North Carolina
$3.11M -$103K -866 -3%
HWMO
1360
Heritage Wealth Management (Ohio)
Ohio
$3.11M -$11.9K -100 -0.4%
SCM
1361
Silvant Capital Management
Georgia
$3.11M -$345K -2,900 -10%
CAG
1362
Csenge Advisory Group
Florida
$3.11M -$232K -1,954 -6%
JIP
1363
Jaffetilchin Investment Partners
Florida
$3.1M +$91K +766 +3%
PAM
1364
Palisade Asset Management
Minnesota
$3.1M +$15.8K +133 +0.5%
DCM
1365
Davidson Capital Management
Texas
$3.1M +$376K +3,165 +13%
NG
1366
Norden Group
Utah
$3.09M +$1.43M +12,057 +79%
FPB
1367
First PREMIER Bank
South Dakota
$3.09M -$72.2K -608 -2%
MBT
1368
Montecito Bank & Trust
California
$3.09M +$630K +5,302 +24%
SRC
1369
Shufro Rose & Co
New York
$3.07M
FMI
1370
F/M Investments
District of Columbia
$3.07M -$628K -5,286 -16%
KFGK
1371
Keystone Financial Group (Kentucky)
Kentucky
$3.07M +$61.1K +514 +2%
DPL
1372
Danica Pension Livsforsikrings
$3.06M +$197K +1,660 +7%
GCIM
1373
Gunn & Company Investment Management
Florida
$3.05M -$36.6M -308,380 -92%
CA
1374
CGN Advisors
Kansas
$3.05M +$38.1K +321 +1%
WP
1375
WealthShield Partners
North Carolina
$3.05M +$218K +1,838 +7%

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.