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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
FMB
1626
Field & Main Bank
Kentucky
$2.05M +$26.7K +225 +1%
AIM
1627
Acropolis Investment Management
Missouri
$2.04M -$36.5K -307 -2%
ML
1628
McAdam LLC
Pennsylvania
$2.04M +$145K +1,218 +7%
TSS
1629
Two Sigma Securities
New York
$2.04M -$19.7M -166,154 -90%
1WM
1630
1858 Wealth Management
Ohio
$2.03M +$9.03K +76 +0.4%
IIL
1631
Insight Inv LLC
California
$2.03M -$15.4K -130 -0.7%
ADIM
1632
Alpha DNA Investment Management
Maryland
$2.02M +$149K +1,254 +8%
LSIA
1633
LaSalle St. Investment Advisors
Illinois
$2.02M +$156K +1,313 +8%
TPW
1634
Transatlantique Private Wealth
New York
$2.01M -$282K -2,371 -12%
AWE
1635
Avidian Wealth Enterprises
Texas
$2.01M +$91.5K +770 +5%
BCP
1636
Berkeley Capital Partners
Georgia
$2.01M +$1.53M +12,839 +265%
RCA
1637
Ranch Capital Advisors
Florida
$2.01M +$56K +471 +3%
PCA
1638
Peddock Capital Advisors
Massachusetts
$2M +$34.1K +287 +2%
OPTFSNA
1639
Old Point Trust & Financial Services N A
Virginia
$2M +$62.4K +525 +3%
SI
1640
Saxon Interests
Texas
$2M +$214K +1,801 +11%
SPI
1641
Sutton Place Investors
New York
$2M +$19K +160 +0.9%
WCM
1642
Windsor Capital Management
Arizona
$2M -$57.5K -484 -3%
GCM
1643
Gables Capital Management
Florida
$1.99M +$204K +1,715 +11%
IA
1644
IAM Advisory
Pennsylvania
$1.98M +$27.6K +232 +1%
CVA
1645
Central Valley Advisors
California
$1.98M +$59.2K +498 +3%
FFS
1646
Founders Financial Securities
Maryland
$1.97M -$227K -1,907 -10%
ALAM
1647
Asahi Life Asset Management
Japan
$1.97M +$369K +3,103 +22%
JWM
1648
Jupiter Wealth Management
Colorado
$1.96M -$23.8K -200 -1%
DI
1649
Diligent Investors
California
$1.96M -$67.4K -567 -3%
MA
1650
MCF Advisors
Kentucky
$1.96M +$33.7K +284 +2%

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.