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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
LIM
2426
Lathrop Investment Management
Arkansas
$683K
ZAM
2427
Zevin Asset Management
Massachusetts
$683K
SAM
2428
S.A. Mason
Michigan
$682K +$832 +7 +0.1%
NB
2429
Nicolet Bankshares
Wisconsin
$682K -$21.7K -183 -3%
GC
2430
Garde Capital
Washington
$679K +$2.38K +20 +0.3%
CCM
2431
Cohen Capital Management
California
$678K
SGCA
2432
Steel Grove Capital Advisors
Tennessee
$676K -$24.4K -205 -3%
RFN
2433
Redwood Financial Network
Ohio
$676K +$1.19K +10 +0.2%
CCM
2434
Crew Capital Management
Ohio
$675K
WWMSC
2435
Wagner Wealth Management (South Carolina)
South Carolina
$674K +$9.86K +83 +1%
CWM
2436
Chemistry Wealth Management
New York
$673K -$38.4K -323 -5%
FSA
2437
Financial Security Advisor
Virginia
$672K -$17.3K -146 -2%
MCP
2438
Mirador Capital Partners
California
$671K +$950 +8 +0.1%
FRM
2439
Fox Run Management
Connecticut
$669K -$1.22M -10,275 -64%
PCTC
2440
Perkins Coie Trust Company
Washington
$668K -$11.3K -95 -2%
BWA
2441
Burt Wealth Advisors
Maryland
$668K +$43.7K +368 +7%
FMTCOCP
2442
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$667K -$96K -808 -12%
FF
2443
Fluent Financial
Texas
$666K -$444K -3,737 -39%
AA
2444
Addison Advisors
Vermont
$666K -$45.7K -385 -6%
OFG
2445
Oxford Financial Group
Indiana
$665K -$338K -2,846 -33%
IC
2446
Iconiq Capital
California
$665K +$470K +3,958 +209%
BCM
2447
Boltwood Capital Management
California
$663K +$8.91K +75 +1%
SGK
2448
Steigerwald Gordon & Koch
Virginia
$662K +$76.4K +643 +12%
CFG
2449
Clayton Financial Group
Missouri
$662K +$56K +471 +9%
BOS
2450
Bank of Stockton
California
$662K +$15.4K +130 +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.