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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
Bank Julius Baer & Co
176
Bank Julius Baer & Co
Switzerland
$127M +$4.64M +39,085 +4%
Comerica Bank
177
Comerica Bank
Texas
$125M +$344K +2,892 +0.3%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$125M +$4.12M +34,715 +3%
GT
179
Glenmede Trust
Pennsylvania
$125M +$49.3M +415,340 +61%
Renaissance Technologies
180
Renaissance Technologies
New York
$123M +$128M +1,080,963 +21,993%
Jennison Associates
181
Jennison Associates
New York
$123M -$86.6M -728,756 -40%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$123M -$5.17M -43,481 -4%
EPFB
183
Employees Provident Fund Board
Malaysia
$117M +$3.33M +28,056 +3%
Focus Partners Wealth
184
Focus Partners Wealth
Massachusetts
$115M +$17.8M +149,577 +17%
William Blair & Company
185
William Blair & Company
Illinois
$114M +$423K +3,558 +0.4%
QP
186
Quilter Plc
United Kingdom
$112M +$9.42M +79,295 +9%
MSV
187
MN Services Vermogensbeheer
Netherlands
$111M -$2.89M -24,300 -2%
Mirae Asset Global Investments
188
Mirae Asset Global Investments
South Korea
$111M +$5.59M +47,045 +5%
VOYA Investment Management
189
VOYA Investment Management
Georgia
$110M -$32.4M -272,730 -22%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$110M -$5M -42,050 -4%
JSSH
191
J. Safra Sarasin Holding
$109M +$11.1M +93,767 +11%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$109M +$7.3M +61,480 +7%
Calamos Advisors
193
Calamos Advisors
Illinois
$108M +$2.29M +19,291 +2%
SC
194
Saturna Capital
Washington
$108M +$139K +1,168 +0.1%
Balyasny Asset Management
195
Balyasny Asset Management
Illinois
$108M +$112M +942,687 +18,899%
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$107M +$31.8M +267,290 +40%
State of New Jersey Common Pension Fund D
197
State of New Jersey Common Pension Fund D
New Jersey
$106M
KeyBank National Association
198
KeyBank National Association
Ohio
$106M -$18.3M -153,845 -14%
RPI
199
Railway Pension Investments
United Kingdom
$105M -$38.8M -326,495 -26%
Capital Fund Management (CFM)
200
Capital Fund Management (CFM)
France
$104M +$93.7M +788,335 +633%

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.