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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
EBT
2451
Enterprise Bank & Trust
Massachusetts
$661K
AGWCA
2452
Annis Gardner Whiting Capital Advisors
Florida
$661K -$162K -1,366 -19%
KFA
2453
Kelleher Financial Advisors
New York
$660K +$11.9K +100 +2%
JFA
2454
JNBA Financial Advisors
Minnesota
$657K -$5.7K -48 -0.8%
AWM
2455
Accel Wealth Management
Iowa
$656K -$28.2K -237 -4%
HI
2456
Human Investing
Oregon
$655K +$23.8K +200 +4%
VBFG
2457
Vishria Bird Financial Group
Tennessee
$655K +$106K +896 +18%
PCM
2458
Pennsylvania Capital Management
Pennsylvania
$655K +$205K +1,722 +43%
SPWG
2459
Sage Private Wealth Group
Illinois
$655K +$62.5K +526 +10%
IF
2460
Ironwood Financial
Arizona
$651K +$6.18K +52 +0.9%
RIA
2461
Realta Investment Advisors
Delaware
$651K -$1.11M -9,369 -61%
KC
2462
Kingfisher Capital
North Carolina
$648K +$15.4K +130 +2%
JGGDR
2463
JGP Global Gestao de Recursos
Brazil
$647K +$83.8K +705 +14%
SWM
2464
Sugarloaf Wealth Management
Georgia
$646K +$832 +7 +0.1%
USB
2465
Union Savings Bank
Connecticut
$646K +$4.16K +35 +0.6%
CAM
2466
Campion Asset Management
Virginia
$645K -$10.1K -85 -1%
MSCM
2467
McElhenny Sheffield Capital Management
Texas
$644K -$23.6K -199 -3%
CW
2468
CIC Wealth
Maryland
$643K -$15K -126 -2%
MAM
2469
Milestone Asset Management
Pennsylvania
$643K +$673K +5,661 New
SCA
2470
Southern Capital Advisors
Tennessee
$642K +$126K +1,058 +23%
MA
2471
MKT Advisors
California
$640K
CWM
2472
Concentric Wealth Management
California
$640K -$8.91K -75 -1%
SIS
2473
Sound Income Strategies
Florida
$638K -$15.6K -131 -2%
CCIA
2474
Cherry Creek Investment Advisors
Colorado
$638K -$10.5K -88 -2%
SJL
2475
Shayne & Jacobs LLC
Tennessee
$637K +$11.9K +100 +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.