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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
IFG
1401
Independent Financial Group
California
$2.93M -$482K -4,057 -14%
HKIM
1402
Hayek Kallen Investment Management
Alabama
$2.92M -$6.18K -52 -0.2%
LPT
1403
Legacy Private Trust
Wisconsin
$2.92M +$63.8K +537 +2%
KFI
1404
Key Financial Inc
Pennsylvania
$2.92M +$17.5K +147 +0.6%
WAM
1405
Werlinich Asset Management
Connecticut
$2.91M
JPWM
1406
Jamison Private Wealth Management
Georgia
$2.9M +$250K +2,102 +9%
HI
1407
Hudock Inc
Pennsylvania
$2.9M -$155K -1,306 -5%
EIP
1408
Ellis Investment Partners
Pennsylvania
$2.9M +$188K +1,584 +7%
WWS
1409
Wellington Wealth Strategies
Indiana
$2.89M +$3.35M +28,221 New
HI
1410
Harper Investing
California
$2.88M +$664K +5,593 +28%
CWP
1411
Cyndeo Wealth Partners
Florida
$2.88M +$119K +1,005 +4%
SMA
1412
Sage Mountain Advisors
Georgia
$2.88M +$9.86K +83 +0.3%
FDS
1413
First Dallas Securities
Texas
$2.87M +$345K +2,904 +13%
MPAM
1414
Murphy Pohlad Asset Management
Minnesota
$2.86M -$96K -808 -3%
KCM
1415
Kerusso Capital Management
North Carolina
$2.86M +$182K +1,533 +6%
NPP
1416
New Potomac Partners
Maryland
$2.86M +$147K +1,240 +5%
CC
1417
Chicago Capital
Illinois
$2.86M
MFA
1418
Mayflower Financial Advisors
Massachusetts
$2.85M -$150K -1,263 -5%
CC
1419
Cypress Capital
Tennessee
$2.84M +$62.7K +528 +2%
AO
1420
Advisor OS
Illinois
$2.84M +$19.5K +164 +0.7%
AWAU
1421
Alliance Wealth Advisors (Utah)
Utah
$2.83M +$133K +1,122 +5%
AIM
1422
Aigen Investment Management
New York
$2.82M -$534K -4,491 -15%
CCWA
1423
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.82M -$159K -1,335 -5%
CIAS
1424
Capital Investment Advisory Services
North Carolina
$2.82M -$236K -1,987 -7%
FCCM
1425
First City Capital Management
Georgia
$2.81M -$250K -2,101 -8%

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.