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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
KFS
2401
Keynote Financial Services
Connecticut
$708K
ATWA
2402
Arbor Trust Wealth Advisors
Michigan
$707K
KIA
2403
Knollwood Investment Advisory
Maryland
$707K
HB
2404
HTLF Bank
Colorado
$706K -$475 -4 -0.1%
GKWIM
2405
Gerber Kawasaki Wealth & Investment Management
California
$706K -$24.1K -203 -3%
GPA
2406
Garrison Point Advisors
California
$705K -$71.3K -600 -9%
CCA
2407
Cottonwood Capital Advisors
Utah
$705K -$16.9K -142 -2%
IP
2408
Investment Partners
Ohio
$704K -$3.68K -31 -0.5%
CFS
2409
Commonwealth Financial Services
West Virginia
$704K -$3.8K -32 -0.5%
SN
2410
Sittner & Nelson
Oregon
$704K +$93.3K +785 +15%
BCMLT
2411
Beacon Capital Management LLC (Tennessee)
Tennessee
$703K +$27K +227 +4%
ACA
2412
American Capital Advisory
Idaho
$699K +$571K +4,805 +355%
HCM
2413
Hollencrest Capital Management
California
$696K +$46.7K +393 +7%
WW
2414
Westshore Wealth
California
$695K -$18.9K -159 -3%
ACM
2415
Aljian Capital Management
Nevada
$695K +$727K +6,117 New
BWG
2416
Beta Wealth Group
California
$694K +$167K +1,402 +30%
IP
2417
Ignite Planners
California
$693K -$4.87K -41 -0.7%
FW
2418
FullCircle Wealth
Texas
$691K -$258K -2,169 -25%
SMH
2419
Sanders Morris Harris
Texas
$689K
S
2420
SimplyRich
California
$688K +$713 +6 +0.1%
EIG
2421
Ellenbecker Investment Group
Wisconsin
$688K -$147K -1,241 -17%
IF
2422
Intrua Financial
Texas
$687K -$29.1K -245 -4%
SLG
2423
Stanley-Laman Group
Pennsylvania
$684K +$116K +979 +19%
RCM
2424
RB Capital Management
Nevada
$684K -$29.3K -247 -4%
PI
2425
PEAK6 Investments
Illinois
$683K -$1.22M -10,268 -63%

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.