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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
BONH
1451
Bank of New Hampshire
New Hampshire
$2.7M +$37.8K +318 +1%
NERM
1452
New England Research & Management
Illinois
$2.7M +$645K +5,425 +30%
JWM
1453
Jeppson Wealth Management
California
$2.69M -$6.42K -54 -0.2%
LJAC
1454
L.J. Altfest & Co
New York
$2.69M +$179K +1,509 +7%
HI
1455
Humankind Investments
New York
$2.69M +$517K +4,348 +23%
TPI
1456
Trust Point Inc
Wisconsin
$2.68M +$506K +4,258 +22%
CCG
1457
Ceeto Capital Group
Florida
$2.68M +$23.8K +200 +0.9%
CFMC
1458
Curbstone Financial Management Corp
New Hampshire
$2.67M +$62K +522 +2%
CIA
1459
Compass Ion Advisors
Pennsylvania
$2.66M +$13.5K +114 +0.5%
KIM
1460
Kestra Investment Management
Texas
$2.66M +$2.78M +23,418 New
AIA
1461
Affinity Investment Advisors
California
$2.66M -$26.4K -222 -0.9%
MCC
1462
Malaga Cove Capital
California
$2.65M +$111K +933 +4%
MMPW
1463
Mitchell McLeod Pugh & Williams
Alabama
$2.64M +$43K +362 +2%
MFGM
1464
Marshall Financial Group (Maryland)
Maryland
$2.64M +$491K +4,137 +22%
BHBT
1465
Burke & Herbert Bank & Trust
Virginia
$2.63M -$19.7K -166 -0.7%
AIC
1466
Archer Investment Corporation
Indiana
$2.63M -$663K -5,584 -19%
PCMN
1467
Paradigm Capital Management (Nevada)
Nevada
$2.63M +$2.75M +23,115 New
PA
1468
PFG Advisors
Arizona
$2.62M -$215K -1,810 -7%
CIP
1469
Convergence Investment Partners
Florida
$2.62M -$372K -3,131 -12%
AMBIA
1470
Allen Mooney & Barnes Investment Advisors
Georgia
$2.6M +$33K +278 +1%
GFA
1471
Gifford Fong Associates
California
$2.6M
FHB
1472
First Hawaiian Bank
Hawaii
$2.6M +$178K +1,499 +7%
FC
1473
Forte Capital
New York
$2.6M +$539K +4,540 +25%
DWMS
1474
Dominguez Wealth Management Solutions
Virginia
$2.59M -$110K -929 -4%
CCC
1475
Chelsea Counsel Company
California
$2.59M -$10.7K -90 -0.4%

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.