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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
RIG
1901
RiverFront Investment Group
Virginia
$1.38M +$182K +1,535 +14%
VIM
1902
Vista Investment Management
Pennsylvania
$1.38M +$9.62K +81 +0.7%
ACS
1903
Archford Capital Strategies
Illinois
$1.38M +$50K +421 +3%
MA
1904
MJP Associates
Connecticut
$1.38M -$75.8K -638 -5%
CB
1905
Centennial Bank
Arkansas
$1.38M -$131K -1,101 -8%
TLA
1906
Tanglewood Legacy Advisors
Texas
$1.38M
KC
1907
Knuff & Co
California
$1.38M -$11.9K -100 -0.8%
FIB
1908
First Interstate Bank
Montana
$1.38M +$209K +1,760 +17%
BEAM
1909
Baker Ellis Asset Management
Washington
$1.37M +$81.1K +683 +6%
OWG
1910
Oxford Wealth Group
Florida
$1.37M +$29.3K +247 +2%
ZB
1911
Zions Bancorporation
Utah
$1.37M +$151K +1,267 +12%
ECM
1912
Elgethun Capital Management
South Dakota
$1.37M -$9.27K -78 -0.6%
EFG
1913
Everhart Financial Group
Ohio
$1.37M -$97.8K -823 -6%
MAM
1914
Mirabaud Asset Management
United Kingdom
$1.37M -$2.1M -17,696 -60%
TC
1915
Trilogy Capital
California
$1.37M -$26.7K -225 -2%
CCFCSB
1916
Cape Cod Five Cents Savings Bank
Massachusetts
$1.37M -$153K -1,290 -10%
PTP
1917
Platform Technology Partners
New York
$1.36M -$16.8K -141 -1%
AWM
1918
Avior Wealth Management
Nebraska
$1.36M +$51.4K +433 +4%
DM
1919
Delphi Management
Massachusetts
$1.36M -$112K -946 -7%
CSB
1920
City State Bank
Iowa
$1.36M -$12.8K -108 -0.9%
VA
1921
Verdad Advisers
Massachusetts
$1.36M
V
1922
VeraBank
Texas
$1.36M -$2.85K -24 -0.2%
APG
1923
Abacus Planning Group
South Carolina
$1.36M -$23.3K -196 -2%
OC
1924
Opinicus Capital
Florida
$1.36M +$52K +438 +4%
BSTWA
1925
Blake Schutter Theil Wealth Advisors
Ohio
$1.36M +$1.42M +11,957 New

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.