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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
FMC
2101
First Merchants Corp
Indiana
$1.05M +$219K +1,842 +25%
RIS
2102
Retirement Income Solutions
Michigan
$1.05M -$29.3K -247 -3%
TA
2103
TruWealth Advisors
Louisiana
$1.05M +$34.9K +294 +3%
FPCP
2104
Fort Point Capital Partners
California
$1.04M +$56.6K +476 +5%
HP
2105
Hilltop Partners
Indiana
$1.04M -$332K -2,794 -23%
TCM
2106
Towercrest Capital Management
Pennsylvania
$1.04M
IRC
2107
Investors Research Corp
Georgia
$1.04M
VWM
2108
Vigilare Wealth Management
Arizona
$1.04M +$238 +2 +0%
AWMG
2109
Alliance Wealth Management Group
New Jersey
$1.04M
IPW
2110
Impact Partnership Wealth
Georgia
$1.04M +$1.09M +9,134 New
CCAM
2111
Cascades Capital Asset Management
North Carolina
$1.04M +$1.08M +9,122 New
CTC (Chicago Trading Company)
2112
CTC (Chicago Trading Company)
Illinois
$1.03M -$3.53M -29,750 -77%
SIA
2113
SkyView Investment Advisors
New Jersey
$1.03M -$171K -1,438 -14%
AIM
2114
Aspen Investment Management
Michigan
$1.03M +$12.7K +107 +1%
TIA
2115
Traphagen Investment Advisors
New Jersey
$1.03M +$45.5K +383 +4%
JWWM
2116
Johnson & White Wealth Management
Pennsylvania
$1.03M +$47K +396 +5%
CHP
2117
Cable Hill Partners
Oregon
$1.02M -$222K -1,870 -17%
LRPA
2118
L. Roy Papp & Associates
Arizona
$1.02M
GITFIT
2119
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.02M +$119K +1,000 +13%
FBT
2120
First Bank & Trust
South Dakota
$1.02M +$12K +101 +1%
BFW
2121
Brady Family Wealth
Missouri
$1.02M +$4.51K +38 +0.4%
FFG
2122
Frisch Financial Group
New York
$1.02M +$51.8K +436 +5%
MS
2123
Maven Securities
Jersey
$1.02M -$607K -5,109 -36%
MCM
2124
McRae Capital Management
New Jersey
$1.02M -$13.2K -111 -1%
PA
2125
Promethium Advisors
Maryland
$1.02M +$1.06M +8,888 New

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.