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
GLR
1551
Great Lakes Retirement
Ohio
$2.33M +$97.4K +820 +4%
LA
1552
Legacy Advisors
Pennsylvania
$2.33M -$65.6K -552 -3%
GFPC
1553
Global Financial Private Client
Florida
$2.33M +$15.4K +130 +0.6%
PS
1554
Pensionfund Sabic
Netherlands
$2.33M -$356K -3,000 -13%
ST
1555
Sentinel Trust
Texas
$2.31M -$113K -950 -4%
BCCM
1556
Bridge Creek Capital Management
Massachusetts
$2.3M
FCT
1557
Family Capital Trust
Massachusetts
$2.3M
TWM
1558
Thrive Wealth Management
Pennsylvania
$2.3M -$16.4K -138 -0.7%
CA
1559
CoreCap Advisors
Michigan
$2.29M +$54.9K +462 +2%
FIM
1560
Fruth Investment Management
Texas
$2.29M -$83.2K -700 -3%
HR
1561
Howe & Rusling
New York
$2.28M +$106K +893 +5%
NFA
1562
Northern Financial Advisors
Michigan
$2.28M -$221K -1,861 -8%
AFM
1563
Anson Funds Management
Texas
$2.27M +$2.38M +20,000 New
SEM
1564
Suncoast Equity Management
Florida
$2.27M -$19.3M -162,380 -89%
PFBT
1565
Parkside Financial Bank & Trust
Missouri
$2.26M +$68.7K +578 +3%
SAG
1566
SageView Advisory Group
California
$2.26M -$1.19M -10,013 -33%
FCB
1567
First County Bank
Connecticut
$2.26M -$28.2K -237 -1%
JE
1568
JMAC Enterprises
Pennsylvania
$2.26M +$186K +1,566 +9%
AG
1569
AlTi Global
New York
$2.25M -$57.4K -483 -2%
KCM
1570
Kendall Capital Management
Maryland
$2.25M +$98.6K +830 +4%
LSA
1571
L & S Advisors
California
$2.25M -$2.63M -22,130 -53%
AIM
1572
Avity Investment Management
Connecticut
$2.25M -$93.5K -787 -4%
TT
1573
TI-Trust
Illinois
$2.24M -$238 -2 -0%
WBC
1574
West Branch Capital
Massachusetts
$2.24M +$120K +1,013 +5%
MJP
1575
Michael J. Puzo
$2.24M -$131K -1,102 -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.