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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
PFS
1951
Physicians Financial Services
North Carolina
$1.31M -$69.5K -585 -5%
GPA
1952
Guerra Pan Advisors
New Jersey
$1.31M
DFA
1953
Delta Financial Advisors
Louisiana
$1.3M +$298K +2,506 +28%
WCBA
1954
Weaver C. Barksdale & Associates
Tennessee
$1.3M -$72.2K -608 -5%
TWM
1955
TCFG Wealth Management
California
$1.29M +$1.35M +11,396 New
BWP
1956
Barlow Wealth Partners
Kentucky
$1.29M -$23.8K -200 -2%
HAIM
1957
Hunter Associates Investment Management
Pennsylvania
$1.29M +$119 +1 +0%
PSFG
1958
Prairie Sky Financial Group
Illinois
$1.29M -$8.91K -75 -0.7%
FFN
1959
Focus Financial Network
Minnesota
$1.29M -$40.9K -344 -3%
CA
1960
Crewe Advisors
Utah
$1.29M +$28.3K +238 +2%
WWM
1961
Wolff Wiese Magana
California
$1.29M +$46.6K +392 +4%
EFM
1962
Eley Financial Management
Vermont
$1.29M -$475 -4 -0%
LWL
1963
Leo Wealth LLC
Texas
$1.29M -$109K -917 -7%
WE
1964
Wealth Effects
Massachusetts
$1.28M -$170K -1,430 -11%
CD
1965
Chapin Davis
Maryland
$1.28M +$33.6K +283 +3%
LI
1966
LRI Investments
Florida
$1.28M +$1.04M +8,751 +204%
ZIG
1967
Zullo Investment Group
Pennsylvania
$1.28M -$16K -135 -1%
BHCM
1968
Brevan Howard Capital Management
Jersey
$1.28M +$1.34M +11,267 New
PWP
1969
Precedent Wealth Partners
Texas
$1.28M +$265K +2,234 +25%
CL
1970
CSS LLC
Illinois
$1.27M +$535K +4,505 +67%
RAM
1971
Redmond Asset Management
Virginia
$1.27M +$96.1K +809 +8%
AFAS
1972
Acorn Financial Advisory Services
Virginia
$1.27M +$119 +1 +0%
FBC
1973
Fairfield, Bush & Co
Connecticut
$1.27M -$68.9K -580 -5%
NMG
1974
New Millennium Group
Utah
$1.27M +$1.27M +10,723 +2,421%
MPPW
1975
Mitchell & Pahl Private Wealth
Oklahoma
$1.27M -$36.9K -311 -3%

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.