We are live on ! Find out more

2,648 hedge funds and large institutions have $139B invested in Merck in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,239 increasing their positions, 980 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.72B

26% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 980

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.53% less ownership

Funds ownership: 73.46%72.93% (-0.53%)

1% less funds holding

Funds holding: 2,6742,648 (-26)

4% less capital invested

Capital invested by funds: $144B → $139B (-$5.57B)

Holders
2,648
Holders Change
-26
Holders Change %
-0.97%
% of All Funds
46.35%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.47%
New
113
Increased
1,239
Reduced
980
Closed
101
Calls
$2.93B
Puts
$1.72B
Net Calls
+$1.22B
Net Calls Change
+$893M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
226
Fjarde Ap-fonden
Sweden
$51.6M -$1.25M -16,433 -2%
AB
227
Amalgamated Bank
New York
$51.5M -$1.89M -24,838 -3%
HA
228
Homestead Advisers
Virginia
$51.5M +$205K +2,700 +0.4%
William Blair & Company
229
William Blair & Company
Illinois
$51.2M +$4.18M +55,013 +9%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$50.6M +$8.45M +111,043 +20%
FCI
231
Financial Counselors Inc
Kansas
$50.2M +$1.36M +17,897 +3%
PWLP
232
Prio Wealth Limited Partnership
Massachusetts
$50.2M +$1.59M +20,855 +3%
NC
233
Nicholas Company
Wisconsin
$50.1M +$3.04K +40 +0%
AAM
234
Advisors Asset Management
Colorado
$50M +$6.83M +89,803 +16%
LBA
235
Letko, Brosseau & Associates
Quebec, Canada
$49.8M -$2.54M -33,425 -5%
RCM
236
Radnor Capital Management
Pennsylvania
$49.5M +$3.21M +42,158 +7%
SOMRS
237
State of Michigan Retirement System
Michigan
$49.4M -$68.4K -900 -0.1%
DnB Asset Management
238
DnB Asset Management
Norway
$49M +$2M +26,359 +4%
CAM
239
Cacti Asset Management
Georgia
$48.9M -$269K -3,535 -0.5%
ZIM
240
Zacks Investment Management
Illinois
$48.8M -$13.9M -182,807 -22%
Skandinaviska Enskilda Banken (SEB)
241
Skandinaviska Enskilda Banken (SEB)
Sweden
$48.5M -$62.5M -821,862 -56%
USAA
242
United Services Automobile Association
Texas
$48.4M -$14.2M -186,336 -22%
ProShare Advisors
243
ProShare Advisors
Maryland
$47.5M -$1.71M -22,451 -3%
SLAM
244
Swiss Life Asset Management
$47.4M +$3.13M +41,148 +7%
NPA
245
Nichols & Pratt Advisers
Massachusetts
$47.1M -$283K -3,715 -0.6%
BPC
246
Banque Pictet & Cie
Switzerland
$46.6M +$726K +9,541 +2%
CGPCS
247
Capital Group Private Client Services
California
$46.2M +$46.8M +615,570 New
Vontobel Holding
248
Vontobel Holding
Switzerland
$45.8M -$1.22M -15,980 -3%
DCM
249
Donaldson Capital Management
Indiana
$45.5M +$16.9M +222,078 +58%
CIP
250
Cornerstone Investment Partners
Georgia
$45.3M +$2.45M +32,219 +6%

MRK Hedge Fund Activity: Q3 2021 in Review

2,648 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2021, worth a combined $139B — down 3.9% from $144B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MRK positions and 101 closed out — a net gain of 12 holders — while 1,239 added to existing stakes and 980 trimmed.

The largest buyer was Invesco, adding an estimated $433M. The largest seller was Vanguard Group, cutting an estimated $1.15B.

  • 2,648 institutional investors held Merck (MRK) as of Q3 2021, down from 2,674 in Q2 2021.
  • Funds reported $139B of Merck stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 113 funds opened new Merck positions in Q3 2021 and 101 closed out, a net change of +12 holders.
  • The largest Merck buyer in Q3 2021 was Invesco, an estimated $433M added.
  • The largest Merck seller in Q3 2021 was Vanguard Group, an estimated $1.15B sold.

Based on aggregated 13F filings for Q3 2021.