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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
FCFC
2201
First Commonwealth Financial Corp
Pennsylvania
$920K +$48.8K +411 +5%
MMM
2202
Mendel Money Management
Illinois
$920K -$950 -8 -0.1%
EIA
2203
Eldridge Investment Advisors
New Hampshire
$919K -$18.5K -156 -2%
KWM
2204
Kolinsky Wealth Management
New Jersey
$919K +$45.6K +384 +5%
HIGP
2205
Hill Investment Group Partners
Missouri
$919K -$5.82K -49 -0.7%
VCP
2206
Verus Capital Partners
Arizona
$918K -$20.1K -169 -2%
RL
2207
Rogco LP
Oklahoma
$916K -$79.6K -670 -8%
CPSC
2208
Carl P. Sherr & Co
Massachusetts
$916K -$36.2K -305 -4%
RFP
2209
Root Financial Partners
California
$916K +$87.1K +733 +10%
WCF
2210
West Coast Financial
California
$915K -$68.7K -578 -7%
SCA
2211
STALEY CAPITAL ADVISERS
Pennsylvania
$914K
MCM
2212
Monument Capital Management
Virginia
$912K -$68.1K -573 -7%
CAM
2213
Claret Asset Management
Quebec, Canada
$912K -$1.78K -15 -0.2%
SFO
2214
Stokes Family Office
Louisiana
$909K -$234K -1,969 -20%
VCMGDR
2215
Vinland Capital Management Gestora de Recursos
Brazil
$907K +$949K +7,990 New
AFM
2216
Armstrong Fleming & Moore
District of Columbia
$904K
PRI
2217
Prepared Retirement Institute
Pennsylvania
$904K +$7.84K +66 +0.8%
CRI
2218
Colonial River Investments
Virginia
$903K -$1.54K -13 -0.2%
AT
2219
Arlington Trust
Alabama
$903K -$26K -219 -3%
MFG
2220
Mosaic Financial Group
Illinois
$902K -$34.2K -288 -3%
NCFG
2221
New Century Financial Group
New Jersey
$902K +$43.1K +363 +5%
TF
2222
Trek Financial
Arizona
$900K +$58K +488 +7%
CBB
2223
Citizens Business Bank
California
$899K -$8.91K -75 -0.9%
RFG
2224
RFP Financial Group
Georgia
$898K -$48.5K -408 -5%
BPFA
2225
Barnes Pettey Financial Advisors
Mississippi
$897K

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.