We are live on ! Find out more

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
CV
1501
Counterweight Ventures
North Carolina
$2.51M +$185K +1,558 +8%
AMG
1502
Advisors Management Group
Wisconsin
$2.5M +$8.08K +68 +0.3%
SPC
1503
Spirepoint Private Client
Florida
$2.5M -$4.4K -37 -0.2%
OIC
1504
Orion Investment Company
Missouri
$2.49M
WB
1505
Webster Bank
Connecticut
$2.49M -$89.3K -752 -3%
BFA
1506
Beaumont Financial Advisors
Massachusetts
$2.49M -$249K -2,095 -9%
HL
1507
HeadInvest LLC
Maine
$2.48M -$48.7K -410 -2%
JSC
1508
Jackson Square Capital
California
$2.48M -$3.7M -31,156 -59%
CPIG
1509
Chicago Partners Investment Group
Illinois
$2.48M +$34.3K +289 +1%
SSWM
1510
Sheets Smith Wealth Management
North Carolina
$2.48M -$15K -126 -0.6%
IAS
1511
Insigneo Advisory Services
Florida
$2.48M -$91.7K -772 -3%
PL
1512
Plancorp LLC
Missouri
$2.48M -$15.9K -134 -0.6%
SCI
1513
Stableford Capital II
Arizona
$2.48M +$151K +1,267 +6%
NW
1514
Naviter Wealth
Arkansas
$2.47M +$42.4K +357 +2%
CRB
1515
Chad R. Baker
$2.46M
AW
1516
Apricus Wealth
South Carolina
$2.46M +$54.1K +455 +2%
P
1517
Pitcairn
Pennsylvania
$2.45M -$467K -3,927 -15%
SCM
1518
Schnieders Capital Management
California
$2.45M -$479K -4,034 -16%
LCGC
1519
Legacy Capital Group California
California
$2.45M -$56.3K -474 -2%
GWMR
1520
GC Wealth Management RIA
Massachusetts
$2.44M +$443K +3,731 +21%
CIAS
1521
CFS Investment Advisory Services
New Jersey
$2.44M -$140K -1,180 -5%
GSC
1522
G&S Capital
Colorado
$2.43M +$64.7K +545 +3%
WIS
1523
Wright Investors Service
Connecticut
$2.43M -$841K -7,082 -25%
IWA
1524
IVC Wealth Advisors
Pennsylvania
$2.43M -$49.4K -416 -2%
SWM
1525
Silverlake Wealth Management
Vermont
$2.43M +$123K +1,032 +5%

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.