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3,607 hedge funds and large institutions have $197B invested in Merck in 2024 Q4 according to their latest regulatory filings, with 391 funds opening new positions, 1,321 increasing their positions, 1,575 reducing their positions, and 208 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 391 | Existing positions closed: 208

15% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.56B

3% more funds holding

Funds holding: 3,4893,607 (+118)

1.01% more ownership

Funds ownership: 77.26%78.27% (+1%)

11% less capital invested

Capital invested by funds: $222B → $197B (-$24.8B)

16% less repeat investments, than reductions

Existing positions increased: 1,321 | Existing positions reduced: 1,575

36% less funds holding in top 10

Funds holding in top 10: 11473 (-41)

Holders
3,607
Holders Change
+118
Holders Change %
+3.38%
% of All Funds
47.51%
Holding in Top 10
73
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-35.96%
% of All Funds
0.96%
New
391
Increased
1,321
Reduced
1,575
Closed
208
Calls
$1.8B
Puts
$1.56B
Net Calls
+$237M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$25B +$133M +1,292,192 +0.5%
BlackRock
2
BlackRock
New York
$22.1B +$1.03B +10,022,108 +5%
State Street
3
State Street
Massachusetts
$12.1B +$194M +1,882,894 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.03B +$509M +4,932,647 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.07B +$209M +2,026,859 +3%
Morgan Stanley
6
Morgan Stanley
New York
$4.4B -$21.5M -208,123 -0.5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.72B -$1.27B -12,345,732 -25%
Bank of America
8
Bank of America
North Carolina
$3.63B -$250M -2,423,082 -6%
Norges Bank
9
Norges Bank
Norway
$3.48B +$124M +1,198,861 +4%
Northern Trust
10
Northern Trust
Illinois
$3.12B +$465M +4,511,742 +17%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.7B -$18.1M -176,010 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.41B +$572M +5,550,824 +30%
UBS AM
13
UBS AM
Illinois
$2.14B +$391M +3,791,737 +21%
Charles Schwab
14
Charles Schwab
California
$2B +$136M +1,317,878 +7%
Franklin Resources
15
Franklin Resources
California
$1.98B +$394M +3,823,283 +24%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.94B +$24.9M +241,709 +1%
Deutsche Bank
17
Deutsche Bank
Germany
$1.91B -$33.2M -322,355 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.83B +$186M +1,802,313 +11%
UBS Group
19
UBS Group
Switzerland
$1.72B +$203M +1,964,947 +13%
Goldman Sachs
20
Goldman Sachs
New York
$1.7B +$234M +2,272,626 +15%
Fisher Asset Management
21
Fisher Asset Management
Washington
$1.6B +$150M +1,458,169 +10%
Raymond James Financial
22
Raymond James Financial
Florida
$1.56B +$1.62B +15,692,332 New
Invesco
23
Invesco
Georgia
$1.54B +$294M +2,847,934 +23%
Wells Fargo
24
Wells Fargo
California
$1.48B -$5.36M -52,033 -0.3%
Ameriprise
25
Ameriprise
Minnesota
$1.39B -$330M -3,200,521 -19%

MRK Hedge Fund Activity: Q4 2024 in Review

3,607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2024, worth a combined $197B — down 11% from $222B a quarter earlier.

Buyers outnumbered sellers: 391 funds opened new MRK positions and 208 closed out — a net gain of 183 holders — while 1,321 added to existing stakes and 1,575 trimmed.

The largest buyer was BlackRock, adding an estimated $1.03B. The largest seller was Fidelity Investments, cutting an estimated $1.27B.

  • 3,607 institutional investors held Merck (MRK) as of Q4 2024, up from 3,489 in Q3 2024.
  • Funds reported $197B of Merck stock for Q4 2024, down 11% quarter-over-quarter.
  • 391 funds opened new Merck positions in Q4 2024 and 208 closed out, a net change of +183 holders.
  • The largest Merck buyer in Q4 2024 was BlackRock, an estimated $1.03B added.
  • The largest Merck seller in Q4 2024 was Fidelity Investments, an estimated $1.27B sold.

Based on aggregated 13F filings for Q4 2024.