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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
NCTC
2376
New Covenant Trust Company
Indiana
$730K +$52.4K +441 +7%
IP
2377
Intellectus Partners
California
$730K +$763K +6,426 New
TWP
2378
Tempus Wealth Planning
California
$730K +$36.7K +309 +5%
MCA
2379
MSH Capital Advisors
Arizona
$729K -$14.4K -121 -2%
AAP
2380
Arax Advisory Partners
Colorado
$727K +$30.5K +257 +4%
CAC
2381
Certified Advisory Corp
Florida
$727K +$30.5K +257 +4%
CH
2382
Canton Hathaway
Rhode Island
$727K
NRI
2383
NFP Retirement Inc
California
$727K -$172K -1,444 -18%
PA
2384
Prossimo Advisors
California
$725K +$7.37K +62 +1%
SWA
2385
Sax Wealth Advisors
New Jersey
$725K +$84K +707 +12%
AWM
2386
Altus Wealth Management
Kentucky
$724K +$4.28K +36 +0.6%
CPWA
2387
Cerro Pacific Wealth Advisors
California
$724K
MIM
2388
Moseley Investment Management
Florida
$721K +$2.02K +17 +0.3%
CPC
2389
Congress Park Capital
New York
$719K
PWM
2390
Paulson Wealth Management
Illinois
$718K -$9.39K -79 -1%
TWP
2391
Tower Wealth Partners
Pennsylvania
$716K -$187K -1,577 -20%
EFG
2392
Ethos Financial Group
Pennsylvania
$716K -$15.7K -132 -2%
CMAI
2393
Capital Management Associates Inc
Minnesota
$716K +$749K +6,301 New
BC
2394
Barrett & Company
Rhode Island
$715K -$61.2K -515 -8%
FFG
2395
Fiduciary Financial Group
California
$714K +$31.7K +267 +4%
DFCM
2396
Dark Forest Capital Management
Puerto Rico
$714K +$355K +2,987 +90%
CHA
2397
Carmichael Hill & Associates
Maryland
$713K +$5.46K +46 +0.7%
4WM
2398
49 Wealth Management
Texas
$711K +$186K +1,565 +33%
WAM
2399
Weatherly Asset Management
California
$710K +$136K +1,143 +23%
AFG
2400
ABLE Financial Group
Arizona
$708K -$13.3K -112 -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.