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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
PCM
2001
Perkins Capital Management
Minnesota
$1.22M -$140K -1,175 -10%
MTIC
2002
Missouri Trust & Investment Company
Missouri
$1.22M -$8.91K -75 -0.7%
GA
2003
GoalVest Advisory
New York
$1.22M +$80.4K +677 +7%
TNA
2004
True North Advisors
Texas
$1.22M
GWP
2005
Gen-Wealth Partners
Michigan
$1.21M +$47.6K +401 +4%
MIS
2006
Morningstar Investment Services
Illinois
$1.21M -$181K -1,521 -12%
CG
2007
Corundum Group
Colorado
$1.21M -$751K -6,325 -37%
CST
2008
Charles Schwab Trust
Nevada
$1.21M -$392K -3,296 -24%
RWPA
2009
Richard W. Paul & Associates
Michigan
$1.21M +$130K +1,094 +11%
TF
2010
TLWM Financial
Texas
$1.21M -$4.63K -39 -0.4%
CC
2011
Callan Capital
California
$1.21M -$42.2K -355 -3%
APW
2012
Aurora Private Wealth
New Jersey
$1.21M +$8.2K +69 +0.7%
CFO
2013
CVA Family Office
Colorado
$1.2M -$8.2K -69 -0.6%
VF
2014
Vest Financial
Virginia
$1.2M +$841K +7,079 +201%
SIA
2015
Schear Investment Advisers
Ohio
$1.2M +$186K +1,565 +17%
AWP
2016
Abacus Wealth Partners
California
$1.2M -$101K -852 -7%
SIC
2017
Sterling Investment Counsel
New York
$1.2M +$534K +4,495 +74%
SRC
2018
Sage Rhino Capital
California
$1.2M -$7.01K -59 -0.6%
KTM
2019
Keeler Thomas Management
Utah
$1.2M -$23.6K -199 -2%
CAM
2020
Cidel Asset Management
Ontario, Canada
$1.2M +$43.1K +363 +4%
NIC
2021
Northwest Investment Counselors
Oregon
$1.19M +$51.9K +437 +4%
GCC
2022
Game Creek Capital
Massachusetts
$1.19M -$74.3K -625 -6%
BFWM
2023
Bright Futures Wealth Management
New York
$1.19M -$89.9K -757 -6%
AC
2024
AXQ Capital
New Jersey
$1.19M -$1.25M -10,511 -50%
FWC
2025
First Washington Corp
Washington
$1.19M

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.