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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
PWS
1526
Peterson Wealth Services
Utah
$2.43M +$203K +1,706 +9%
GC
1527
Grimes & Company
Massachusetts
$2.42M -$50.7K -427 -2%
CWM
1528
Cornerstone Wealth Management
Missouri
$2.42M +$53.7K +452 +2%
MCWS
1529
McKinley Carter Wealth Services
West Virginia
$2.41M +$22.9K +193 +0.9%
FAIM
1530
Financial Advocates Investment Management
Washington
$2.41M -$285K -2,396 -10%
IA
1531
IFG Advisory
Georgia
$2.41M +$72.9K +614 +3%
BA
1532
Bridgewater Advisors
New York
$2.41M +$20.7K +174 +0.8%
CWM
1533
Centric Wealth Management
Illinois
$2.4M +$45K +379 +2%
APWA
1534
Atlas Private Wealth Advisors
New Jersey
$2.4M +$73.7K +620 +3%
HWA
1535
HCR Wealth Advisors
California
$2.39M +$9.27K +78 +0.4%
PFA
1536
Pure Financial Advisors
California
$2.39M -$622K -5,239 -20%
VCAM
1537
Van Cleef Asset Management
Ohio
$2.39M +$1.43K +12 +0.1%
WC
1538
Wynn Capital
Georgia
$2.39M +$27.7K +233 +1%
BMWM
1539
Brown Miller Wealth Management
Virginia
$2.39M
EP
1540
Edgestream Partners
New Jersey
$2.38M +$1.34M +11,246 +115%
IAS
1541
IMA Advisory Services
Colorado
$2.38M +$2.97K +25 +0.1%
MAM
1542
Mystic Asset Management
Rhode Island
$2.38M +$130K +1,094 +6%
SBH
1543
Segall Bryant & Hamill
Illinois
$2.38M +$2.49M +20,922 New
KCM
1544
Kathmere Capital Management
Pennsylvania
$2.37M +$36.2K +305 +1%
LAM
1545
LECAP Asset Management
United Kingdom
$2.37M +$492K +4,142 +25%
KFS
1546
Kurt F. Somerville
$2.37M -$594 -5 -0%
OC
1547
Oakworth Capital
Alabama
$2.36M +$39.2K +330 +2%
HFM
1548
Hartford Financial Management
Connecticut
$2.35M -$684K -5,755 -22%
SCA
1549
Sippican Capital Advisors
Massachusetts
$2.35M -$1.19K -10 -0%
IIC
1550
Integrated Investment Consultants
Michigan
$2.34M +$71M +597,596 +3,778%

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.