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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
LMKC
2051
L.M. Kohn & Company
Ohio
$1.14M +$3.44K +29 +0.3%
CFA
2052
Capstone Financial Advisors
Illinois
$1.14M -$11.5K -97 -1%
TBNY
2053
Trustco Bank (New York)
New York
$1.14M -$34.6K -291 -3%
CWP
2054
Core Wealth Partners
California
$1.14M -$133K -1,122 -10%
BP
2055
BBR Partners
New York
$1.14M -$27.4K -231 -2%
GWA
2056
Gibson Wealth Advisors
Texas
$1.14M
CP
2057
Canopy Partners
Ohio
$1.14M -$63.3K -533 -5%
CAM
2058
Close Asset Management
United Kingdom
$1.14M +$419K +3,526 +55%
CLA
2059
Carnegie Lake Advisors
New Jersey
$1.13M +$1.19M +9,982 New
FMTC
2060
Farmers & Merchants Trust Company
California
$1.13M +$94.3K +794 +9%
AJ
2061
Ashburton (Jersey)
Jersey
$1.13M -$122K -1,027 -9%
OFS
2062
OneAscent Financial Services
Alabama
$1.13M -$5.35K -45 -0.5%
KFA
2063
Kapstone Financial Advisors
Ohio
$1.13M
AGP
2064
Autumn Glory Partners
Texas
$1.12M +$136K +1,145 +13%
RIG
2065
Renaissance Investment Group
Massachusetts
$1.12M -$104K -872 -8%
WIM
2066
Waverton Investment Management
United Kingdom
$1.12M
SBF
2067
Sara-Bay Financial
Florida
$1.12M +$44.7K +376 +4%
SFA
2068
Souders Financial Advisors
Ohio
$1.12M +$1.43K +12 +0.1%
MCCA
2069
Mill Creek Capital Advisors
Pennsylvania
$1.12M -$112K -942 -9%
PWA
2070
Providence Wealth Advisors
Illinois
$1.11M +$34.5K +290 +3%
QIM
2071
Quantitative Investment Management
Virginia
$1.11M -$3.24M -27,308 -74%
DDPIC
2072
Deroy & Devereaux Private Investment Counsel
Michigan
$1.11M
SCM
2073
Seascape Capital Management
New Hampshire
$1.11M -$1.43K -12 -0.1%
TWA
2074
TCI Wealth Advisors
Arizona
$1.11M -$3.8K -32 -0.3%
MSR
2075
Main Street Research
Connecticut
$1.11M +$465K +3,914 +68%

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.