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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
SFG
2301
Sather Financial Group
Texas
$814K -$33.7K -284 -4%
SAI
2302
Savvy Advisors Inc
New York
$812K +$120K +1,013 +17%
ATIA
2303
American Trust Investment Advisors
New Hampshire
$810K +$445K +3,745 +111%
AWA
2304
Acorn Wealth Advisors
Michigan
$808K +$183K +1,537 +28%
AWM
2305
Aprio Wealth Management
Georgia
$807K -$21.5K -181 -2%
SWP
2306
Strategic Wealth Partners
Ohio
$805K -$27.8K -234 -3%
DTC
2307
Davidson Trust Company
Washington
$803K +$133K +1,121 +19%
PTCG
2308
Pring Turner Capital Group
California
$802K -$34.5K -290 -4%
CH
2309
Cromwell Holdings
Wyoming
$799K -$66.5K -560 -7%
MPW
2310
Monterey Private Wealth
California
$797K -$713 -6 -0.1%
CS
2311
Crescent Sterling
Louisiana
$797K -$8.2K -69 -1%
GAA
2312
Global Assets Advisory
Florida
$797K +$825K +6,943 New
OCG
2313
Opus Capital Group
Ohio
$796K +$45.1K +380 +6%
ILI
2314
Invesco LLC (Illinois)
Illinois
$795K
M
2315
Mirova
France
$793K
AWM
2316
Absher Wealth Management
North Carolina
$793K +$124K +1,045 +18%
CF
2317
Copperwynd Financial
Arizona
$793K +$29.8K +251 +4%
MI
2318
Motiv8 Investments
Florida
$790K +$142K +1,192 +21%
HP
2319
Holistic Planning
Texas
$789K +$136K +1,144 +20%
NPPM
2320
North Point Portfolio Managers
Ohio
$788K +$596K +5,020 +261%
SSA
2321
Sierra Summit Advisors
Nevada
$788K -$3.56K -30 -0.4%
BFWA
2322
Benchmark Financial Wealth Advisors
Florida
$788K +$97.1K +817 +13%
OSNBOA
2323
Old Second National Bank of Aurora
Illinois
$787K
LI
2324
Lafayette Investments
Maryland
$784K
CSI
2325
Cross Staff Investments
New York
$784K +$15.8K +133 +2%

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.