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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
AIA
1376
AIMZ Investment Advisors
California
$3.04M +$9.03K +76 +0.3%
RWA
1377
Roberts Wealth Advisors
California
$3.04M +$117K +986 +4%
SCM
1378
Stonebridge Capital Management
California
$3.04M -$29.7K -250 -0.9%
WBWA
1379
William B. Walkup & Associates
South Carolina
$3.04M -$15.7K -132 -0.5%
TIM
1380
Tevis Investment Management
Texas
$3.04M +$21.6K +182 +0.7%
KA
1381
Keene & Associates
Texas
$3.04M +$67.7K +570 +2%
PG
1382
Patten Group
Tennessee
$3.04M +$195K +1,645 +7%
MG
1383
Mather Group
Illinois
$3.03M -$1.07M -9,031 -25%
SIC
1384
Shoker Investment Counsel
Ohio
$3.03M -$94.9K -799 -3%
PJSIMP
1385
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.03M
OCAM
1386
Onex Canada Asset Management
Ontario, Canada
$3.03M
SIG
1387
Stonegate Investment Group
Alabama
$3.03M +$8.79K +74 +0.3%
WSC
1388
Wellington Shields & Co
New York
$3M -$11.9K -100 -0.4%
NLP
1389
Next Level Private
New York
$2.99M +$55.7K +469 +2%
TCOTS
1390
Trust Company of the South
North Carolina
$2.98M +$248K +2,087 +9%
OHWP
1391
Oak Harbor Wealth Partners
North Carolina
$2.98M +$8.44K +71 +0.3%
LSAG
1392
Lake Street Advisors Group
New Hampshire
$2.97M -$2.25M -18,924 -42%
RWB
1393
RMR Wealth Builders
New Jersey
$2.97M -$43.8K -369 -1%
CIC
1394
Cornercap Investment Counsel
Georgia
$2.97M -$2.08M -17,508 -40%
FNA
1395
First National Advisers
Nebraska
$2.97M +$168K +1,416 +6%
CI
1396
Cigna Investments
Connecticut
$2.97M -$41.7K -351 -1%
AWM
1397
Aries Wealth Management
Maine
$2.96M +$85.3K +718 +3%
ABTD
1398
Arvest Bank Trust Division
Oklahoma
$2.96M +$3.1M +26,072 New
SC
1399
Stolper & Co
Oklahoma
$2.94M -$47.4K -399 -2%
CRI
1400
Commonwealth Retirement Investments
Virginia
$2.93M -$229K -1,930 -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.