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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
DAM
1476
Diamant Asset Management
Connecticut
$2.59M +$127K +1,067 +5%
NG
1477
Northstar Group
New York
$2.59M
AP
1478
Americana Partners
Texas
$2.59M +$127K +1,071 +5%
PFSC
1479
Peoples Financial Services Corp
Pennsylvania
$2.58M -$18.9K -159 -0.7%
CHC
1480
City Holding Co
West Virginia
$2.58M +$326K +2,741 +14%
HP
1481
Hikari Power
Japan
$2.58M
NP
1482
Nilsine Partners
Colorado
$2.58M -$76.3K -642 -3%
UCB
1483
United Community Bank
South Carolina
$2.58M -$162K -1,367 -6%
MWS
1484
Maxwell Wealth Strategies
California
$2.57M +$559K +4,702 +23%
FG
1485
Fiduciary Group
Georgia
$2.57M -$110K -929 -4%
9WM
1486
9258 Wealth Management
Ohio
$2.56M -$31.2K -263 -1%
MIA
1487
MMBG Investment Advisors
Florida
$2.56M
MWM
1488
Massachusetts Wealth Management
Massachusetts
$2.55M +$11.9K +100 +0.4%
LWP
1489
LMG Wealth Partners
Louisiana
$2.54M +$117K +988 +5%
BA
1490
Bristlecone Advisors
Washington
$2.53M +$153K +1,290 +6%
FIM
1491
Freedom Investment Management
Connecticut
$2.53M +$163K +1,368 +7%
GWMIA
1492
Global Wealth Management Investment Advisory
Florida
$2.53M +$229K +1,925 +9%
PFA
1493
Pathway Financial Advisers
Indiana
$2.53M +$15.2K +128 +0.6%
DI
1494
DAGCO Inc
Ohio
$2.52M -$69K -581 -3%
FAM
1495
Formidable Asset Management
Ohio
$2.52M -$152K -1,281 -5%
ACM
1496
Allred Capital Management
Texas
$2.52M -$31K -261 -1%
BHB
1497
Bank Hapoalim BM
Israel
$2.52M -$55.8K -470 -2%
BCB
1498
Brian C. Broderick
$2.52M -$6.53K -55 -0.2%
SMC
1499
Smith, Moore & Co
Missouri
$2.51M +$118K +996 +5%
CWI
1500
Conscious Wealth Investments
Florida
$2.51M +$26.6K +224 +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.