We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.4B +$609M +5,126,701 +2%
BlackRock
2
BlackRock
New York
$24.1B +$566M +4,764,420 +2%
State Street
3
State Street
Massachusetts
$13.6B +$183M +1,536,474 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.61B +$395M +3,327,404 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.7B +$254M +2,134,296 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.64B -$113M -946,950 -2%
Morgan Stanley
7
Morgan Stanley
New York
$5.04B +$258M +2,174,461 +5%
Bank of America
8
Bank of America
North Carolina
$4.41B -$49M -412,052 -1%
Norges Bank
9
Norges Bank
Norway
$3.84B -$3.08M -25,952 -0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$3.1B -$95.2M -801,113 -3%
Northern Trust
11
Northern Trust
Illinois
$3.05B +$5.36M +45,089 +0.2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$2.55B -$268M -2,252,985 -9%
Deutsche Bank
13
Deutsche Bank
Germany
$2.22B -$147M -1,235,294 -6%
Legal & General Group
14
Legal & General Group
United Kingdom
$2.19B +$66M +555,695 +3%
Charles Schwab
15
Charles Schwab
California
$2.14B +$61.1M +514,060 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.12B -$58.2M -489,577 -3%
UBS AM
17
UBS AM
Illinois
$2.02B +$36.8M +309,656 +2%
Ameriprise
18
Ameriprise
Minnesota
$1.95B +$64.2M +540,100 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.88B +$105M +880,615 +6%
Franklin Resources
20
Franklin Resources
California
$1.76B +$218M +1,836,505 +13%
Amundi
21
Amundi
France
$1.74B +$371M +3,120,074 +24%
UBS Group
22
UBS Group
Switzerland
$1.74B +$95.5M +803,614 +6%
Capital World Investors
23
Capital World Investors
California
$1.73B -$4.4M -37,033 -0.2%
Wells Fargo
24
Wells Fargo
California
$1.69B -$83.2M -700,139 -4%
Goldman Sachs
25
Goldman Sachs
New York
$1.68B +$272M +2,293,551 +18%

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.