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Merck
MRK

3,607 hedge funds and large institutions have $197B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 391 funds opening new positions, 1,321 increasing their positions, 1,575 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 391 | Existing positions closed: 208

15% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.56B

3% more funds holding

Funds holding: 3,489 → 3,607 (+118)

1.01% more ownership

Funds ownership: 77.26% → 78.27% (+1%)

11% less capital invested

Capital invested by funds: $222B → $197B (-$24.8B)

16% less repeat investments, than reductions

Existing positions increased: 1,321 | Existing positions reduced: 1,575

36% less funds holding in top 10

Funds holding in top 10: 114 → 73 (-41)

Holders
3,607
Holders Change
+118
Holders Change %
+3.38%
% of All Funds
47.51%
Holding in Top 10
73
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-35.96%
% of All Funds
0.96%
New
391
Increased
1,321
Reduced
1,575
Closed
208
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.03B
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$572M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$509M
4
Northern Trust
Northern Trust
Illinois
+$465M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$462M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.03B
3
Capital World Investors
Capital World Investors
California
-$755M
4
Amundi
Amundi
France
-$674M
5
DZ Bank
DZ Bank
Germany
-$424M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1401
Werlinich Asset Management
Connecticut
$2.52M – – –
CIAS
1402
Capital Investment Advisory Services
North Carolina
$2.52M +$52.6K +510 +2%
CC
1403
Cypress Capital
Tennessee
$2.51M +$28K +272 +1%
CWP
1404
Cyndeo Wealth Partners
Florida
$2.51M -$12.6K -122 -0.5%
KCM
1405
Kerusso Capital Management
North Carolina
$2.51M +$5.88K +57 +0.2%
MPAM
1406
Murphy Pohlad Asset Management
Minnesota
$2.51M – – –
BT
1407
Banque Transatlantique
France
$2.51M +$2.61M +25,311 New
CIC
1408
Cornercap Investment Counsel
Georgia
$2.51M -$103K -1,000 -4%
ABTD
1409
Arvest Bank Trust Division
Oklahoma
$2.5M -$94.6K -918 -4%
CWI
1410
Conscious Wealth Investments
Florida
$2.49M +$189K +1,834 +8%
HI
1411
Hudock Inc
Pennsylvania
$2.49M -$53.7K -521 -2%
ACM
1412
Advent Capital Management
New York
$2.49M +$2.06M +20,000 +400%
FFA
1413
Farther Finance Advisors
California
$2.48M +$70.9K +688 +3%
BA
1414
Bristlecone Advisors
Washington
$2.47M +$260K +2,519 +11%
CCG
1415
Ceeto Capital Group
Florida
$2.47M +$124K +1,200 +5%
KFI
1416
Key Financial Inc
Pennsylvania
$2.47M -$90.6K -879 -3%
NW
1417
Naviter Wealth
Arkansas
$2.47M +$310K +3,009 +14%
LJAC
1418
L.J. Altfest & Co
New York
$2.46M +$99.8K +968 +4%
GC
1419
Gould Capital
Washington
$2.45M +$22.4K +217 +0.9%
HI
1420
Harper Investing
California
$2.44M -$87.9K -853 -3%
SAM
1421
Sectoral Asset Management
Quebec, Canada
$2.44M +$51.5K +500 +2%
QWM
1422
Quadcap Wealth Management
Texas
$2.43M -$355K -3,447 -12%
SAG
1423
SageView Advisory Group
California
$2.42M +$458K +4,444 +22%
CC
1424
Centiva Capital
New York
$2.41M +$2.33M +22,579 +1,355%
PPW
1425
Parcion Private Wealth
Washington
$2.41M – – –
55 56
57
58 59

MRK Hedge Fund Activity: Q4 2024 in Review

3,607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2024, worth a combined $197B — down 11% from $222B a quarter earlier.

Buyers outnumbered sellers: 391 funds opened new MRK positions and 208 closed out — a net gain of 183 holders — while 1,321 added to existing stakes and 1,575 trimmed.

The largest buyer was BlackRock, adding an estimated $1.03B. The largest seller was Fidelity Investments, cutting an estimated $1.27B.

  • 3,607 institutional investors held Merck (MRK) as of Q4 2024, up from 3,489 in Q3 2024.
  • Funds reported $197B of Merck stock for Q4 2024, down 11% quarter-over-quarter.
  • 391 funds opened new Merck positions in Q4 2024 and 208 closed out, a net change of +183 holders.
  • The largest Merck buyer in Q4 2024 was BlackRock, an estimated $1.03B added.
  • The largest Merck seller in Q4 2024 was Fidelity Investments, an estimated $1.27B sold.

Based on aggregated 13F filings for Q4 2024.