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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
CF
2151
Convergence Financial
Missouri
$987K -$80K -673 -7%
GPI
2152
General Partner Inc
Pennsylvania
$986K
RZH
2153
Relyea Zuckerberg Hanson
Connecticut
$986K -$72K -606 -7%
GEA
2154
Glen Eagle Advisors
New Jersey
$985K +$19.1K +161 +2%
KCFA
2155
Key Client Fiduciary Advisors
New Jersey
$983K -$4.63K -39 -0.4%
WTA
2156
Washington Trust Advisors
Massachusetts
$983K -$38.5K -324 -4%
SWA
2157
SFMG Wealth Advisors
Texas
$982K -$10.1K -85 -1%
SWA
2158
SOA Wealth Advisors
New York
$973K -$238 -2 -0%
WIA
2159
Westbourne Investment Advisors
Maryland
$968K +$11.4K +96 +1%
KAS
2160
KPP Advisory Services
Kentucky
$967K -$43.7K -368 -4%
TIA
2161
Tiemann Investment Advisors
California
$967K -$56.4K -475 -5%
DM
2162
Deerfield Management
New York
$963K +$1.01M +8,482 New
RAM
2163
Readystate Asset Management
Illinois
$963K +$1.01M +8,481 New
AFC
2164
AFT Forsyth & Company
Florida
$962K -$1.78K -15 -0.2%
PAS
2165
Professional Advisory Services
Florida
$962K
WAG
2166
Winthrop Advisory Group
Massachusetts
$961K -$20.4K -172 -2%
AAM
2167
AMI Asset Management
California
$959K -$1.9K -16 -0.2%
FBB
2168
Fulton Breakefield Broenniman
Maryland
$957K -$61.7K -519 -6%
MPCG
2169
Matrix Private Capital Group
New York
$957K
BCM
2170
BluePath Capital Management
Georgia
$957K +$205K +1,728 +26%
AIM
2171
Athena Investment Management
California
$956K
MCM
2172
Magnolia Capital Management
New York
$954K
S
2173
Sachetta
Massachusetts
$954K +$13.2K +111 +1%
PIA
2174
Pinion Investment Advisors
Kansas
$952K +$75.9K +639 +8%
CGA
2175
Crescent Grove Advisors
Illinois
$951K -$56.9K -479 -5%

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.