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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
Millennium Management
126
Millennium Management
New York
$204M -$925M -7,788,203 -81%
Allianz Asset Management
127
Allianz Asset Management
Germany
$203M -$63.5M -534,654 -23%
SEI Investments
128
SEI Investments
Pennsylvania
$201M +$22.5M +189,549 +12%
SAM
129
Storebrand Asset Management
Norway
$195M -$6.6M -55,586 -3%
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$192M +$5.32M +44,795 +3%
Mariner
131
Mariner
Kansas
$190M +$1.64M +13,808 +0.8%
American Century Companies
132
American Century Companies
Missouri
$187M -$172M -1,451,828 -47%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$185M -$24.4M -205,620 -11%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$181M +$16.9M +142,531 +10%
AP
135
Antipodes Partners
Australia
$179M -$11.9M -99,830 -6%
Nomura Asset Management
136
Nomura Asset Management
Japan
$178M +$38.9M +327,426 +26%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
137
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$178M +$60.1M +506,000 +48%
BA
138
Bridgewater Associates
Connecticut
$177M -$29.4M -247,721 -14%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$176M -$6.26M -52,724 -3%
Neuberger Berman Group
140
Neuberger Berman Group
New York
$174M -$424M -3,569,813 -70%
Squarepoint
141
Squarepoint
New York
$172M +$77M +648,109 +75%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$172M +$23.4M +197,082 +15%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$172M +$1.59M +13,358 +0.9%
Adage Capital Partners
144
Adage Capital Partners
Massachusetts
$170M -$199M -1,678,326 -53%
CLOS
145
Compagnie Lombard Odier SCmA
Switzerland
$167M +$60.1M +505,630 +52%
LFG
146
Lazard Frères Gestion
France
$167M -$16M -134,690 -8%
RFC
147
Regions Financial Corp
Alabama
$161M +$3.66M +30,806 +2%
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$161M -$17M -142,958 -9%
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$160M -$3.41M -28,742 -2%
BIP
150
Brandes Investment Partners
California
$157M +$2.19M +18,439 +1%

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.