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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
VNA
1976
Valley National Advisers
Pennsylvania
$1.26M -$1.29M -10,824 -49%
NSAM
1977
North Star Asset Management
Wisconsin
$1.26M -$5.46K -46 -0.4%
PCP
1978
Proficio Capital Partners
Massachusetts
$1.26M -$878K -7,389 -40%
RFA
1979
Resurgent Financial Advisors
Georgia
$1.26M -$154K -1,299 -10%
IPAM
1980
Investment Partners Asset Management
New Jersey
$1.26M +$713 +6 +0.1%
OFS
1981
Orrstown Financial Services
Pennsylvania
$1.26M +$1.11M +9,325 +540%
LA
1982
LexAurum Advisors
Kansas
$1.25M +$7.37K +62 +0.6%
AIIMS
1983
Analyst IMS Investment Management Services
Israel
$1.25M +$344K +2,898 +36%
BDS
1984
Banco de Sabadell
Florida
$1.25M +$1.3M +10,984 New
FCAS
1985
First Command Advisory Services
Texas
$1.24M +$8.79K +74 +0.7%
SF
1986
Symphony Financial
Texas
$1.24M +$128K +1,077 +11%
ACM
1987
Aster Capital Management
United Arab Emirates
$1.24M +$1.29M +10,891 New
ATC
1988
Adirondack Trust Company
New York
$1.24M -$23.3K -196 -2%
CS
1989
Capital Square
Tennessee
$1.23M +$52.6K +443 +4%
MFC
1990
Mechanics Financial Corp
Ohio
$1.23M +$38K +320 +3%
PP
1991
Patron Partners
Texas
$1.23M +$16.5K +139 +1%
MA
1992
MONECO Advisors
Connecticut
$1.23M -$44.3K -373 -3%
FWM
1993
Forza Wealth Management
Florida
$1.23M +$43.2K +364 +3%
LC
1994
Lavaca Capital
Texas
$1.23M +$11.9K +100 +0.9%
FNC
1995
First National Corp
Massachusetts
$1.23M -$179K -1,503 -12%
QC
1996
Quent Capital
New York
$1.23M +$34.5K +290 +3%
QWP
1997
Quotient Wealth Partners
Texas
$1.23M -$239K -2,015 -16%
PBO
1998
Peoples Bank (Ohio)
Ohio
$1.23M -$73.1K -615 -5%
MMHP
1999
Murphy Middleton Hinkle & Parker
Georgia
$1.23M -$40.3K -339 -3%
RBFC
2000
Roman Butler Fullerton & Co
Missouri
$1.22M +$35K +295 +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.