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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
SP
1576
SWS Partners
Ohio
$2.23M +$57K +480 +3%
CAAS
1577
Capital Asset Advisory Services
Michigan
$2.23M -$56K -471 -2%
GWCM
1578
Godshalk Welsh Capital Management
Pennsylvania
$2.23M -$69.5K -585 -3%
SFI
1579
SPC Financial Inc
Maryland
$2.22M -$76.2K -641 -3%
HIIFS
1580
Harel Insurance Investments & Financial Services
Israel
$2.22M -$368K -3,097 -14%
OBWG
1581
Onyx Bridge Wealth Group
New York
$2.21M +$950 +8 +0%
VWM
1582
VCI Wealth Management
Missouri
$2.21M +$1.65M +13,848 +247%
WP
1583
WMS Partners
Maryland
$2.21M +$487K +4,096 +27%
WPA
1584
West Paces Advisors
Georgia
$2.2M -$10.8K -91 -0.5%
SC
1585
Sawyer & Company
Massachusetts
$2.2M -$7.72K -65 -0.3%
CB
1586
CNB Bank
Pennsylvania
$2.2M -$104K -875 -4%
CWM
1587
Cordatus Wealth Management
Pennsylvania
$2.2M +$43.5K +366 +2%
HI
1588
Harbour Investments
Wisconsin
$2.19M -$137K -1,154 -6%
LCM
1589
Leisure Capital Management
California
$2.19M -$89.9K -757 -4%
WCM
1590
Wallace Capital Management
Texas
$2.18M +$356 +3 +0%
BMC
1591
Beaton Management Company
Massachusetts
$2.18M -$71.3K -600 -3%
LC
1592
LCNB Corp
Ohio
$2.18M -$96.2K -810 -4%
DCM
1593
Dudley Capital Management
Virginia
$2.17M +$832 +7 +0%
KCM
1594
Kanawha Capital Management
Virginia
$2.16M -$385K -3,244 -15%
PK
1595
Pflug Koory
Nebraska
$2.16M +$2.26M +18,983 New
TIM
1596
Thompson Investment Management
Wisconsin
$2.15M
MP
1597
McDonald Partners
Ohio
$2.14M +$333K +2,807 +17%
AMIM
1598
Aull & Monroe Investment Management
Alabama
$2.14M -$53.7K -452 -2%
HNB
1599
Hilltop National Bank
Wyoming
$2.14M +$63.8K +537 +3%
DAS
1600
Diversify Advisory Services
Utah
$2.13M -$234K -1,971 -9%

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.