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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
OL
2351
OneFund LLC
Florida
$756K +$2.97K +25 +0.4%
RMF
2352
Red Mountain Financial
Colorado
$755K -$2.38K -20 -0.3%
UAML
2353
US Asset Management LLC
Pennsylvania
$755K -$1.9K -16 -0.2%
OFG
2354
OmniStar Financial Group
North Carolina
$755K +$183K +1,539 +30%
TA
2355
TFG Advisers
Michigan
$751K +$50.4K +424 +7%
VC
2356
Vicus Capital
Pennsylvania
$751K -$289K -2,431 -27%
LWANC
2357
Laurel Wealth Advisors (North Carolina)
North Carolina
$748K +$63.8K +537 +9%
ESBC
2358
E.S. Barr & Co
Kentucky
$748K +$41.5K +349 +6%
SM
2359
Sweeney & Michel
California
$747K +$26.3K +221 +3%
SAM
2360
Summit Asset Management
Tennessee
$746K
LWM
2361
Lyell Wealth Management
California
$745K
SRL
2362
Scientech Research LLC
New Jersey
$744K -$938K -7,897 -55%
PTB
2363
Pioneer Trust Bank
Oregon
$743K -$567K -4,775 -42%
SFG
2364
Shum Financial Group
California
$742K +$868K +7,302 New
IFS
2365
Ifrah Financial Services
Arkansas
$740K -$8.08K -68 -1%
CW
2366
Channel Wealth
California
$738K -$44.9K -378 -5%
OW
2367
Olistico Wealth
Oklahoma
$738K +$4.51K +38 +0.6%
FCA
2368
FinTrust Capital Advisors
South Carolina
$737K -$119K -1,002 -13%
FAG
2369
Fortitude Advisory Group
Washington
$736K
BFC
2370
Bedel Financial Consulting
Indiana
$734K -$63.6K -535 -8%
SIC
2371
Sigma Investment Counselors
Michigan
$733K +$63.8K +537 +9%
AP
2372
Adero Partners
California
$732K -$24.2K -204 -3%
JSL
2373
JT Stratford LLC
Georgia
$731K +$66.2K +557 +9%
HS
2374
Horan Securities
United States
$731K +$277K +2,332 +57%
CSC
2375
Caldwell Sutter Capital
California
$730K -$160K -1,343 -17%

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.