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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
CB
151
Commerce Bank
Missouri
$154M +$3.5M +29,422 +2%
EAM
152
Eagle Asset Management
Florida
$151M -$400K -3,368 -0.2%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$151M +$7.66M +64,442 +5%
O
154
OrbiMed
New York
$149M
Retirement Systems of Alabama
155
Retirement Systems of Alabama
Alabama
$148M -$9.41M -79,222 -6%
CI Investments Inc
156
CI Investments Inc
Ontario, Canada
$148M +$3.33M +27,990 +2%
SC
157
SRB Corp
Massachusetts
$147M -$3.58M -30,154 -2%
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$146M +$53M +446,369 +53%
PAM
159
Panagora Asset Management
Massachusetts
$145M +$21.1M +177,951 +16%
SO
160
STRS Ohio
Ohio
$144M -$3.53M -29,675 -2%
Asset Management One
161
Asset Management One
Japan
$143M +$3M +25,257 +2%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$143M +$7.49M +63,061 +5%
Axa
163
Axa
France
$140M +$14.2M +119,871 +11%
BPC
164
Banque Pictet & Cie
Switzerland
$140M +$14.2M +119,775 +11%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$140M -$14.8M -124,336 -9%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$139M -$5.17M -43,500 -3%
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$138M +$48.5M +408,465 +51%
Boston Partners
168
Boston Partners
Massachusetts
$138M -$942K -7,931 -0.6%
RG
169
Rathbones Group
United Kingdom
$137M +$17M +142,754 +13%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$137M -$5.42M -45,592 -4%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$136M -$2.34M -19,666 -2%
ZIM
172
Zacks Investment Management
Illinois
$135M +$13.8M +115,880 +11%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$134M +$45.8M +385,770 +48%
AAMU
174
AEGON Asset Management (UK)
United Kingdom
$132M -$6.5M -54,706 -4%
GLA
175
Great Lakes Advisors
Illinois
$129M -$9.63M -81,062 -7%

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.