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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
CPC
2476
Consolidated Planning Corp
Georgia
$204K -$2.66K -35 -1%
HBT
2477
Hills Bank & Trust
Iowa
$204K +$12.2K +160 +6%
FRA
2478
Frank Rimerman Advisors
California
$204K +$206K +2,714 New
LFG
2479
Larson Financial Group
Missouri
$203K -$16.5K -217 -7%
VAS
2480
Valicenti Advisory Services
New York
$203K -$7.61K -100 -4%
MCM
2481
Mattern Capital Management
Colorado
$202K
MWC
2482
MBM Wealth Consultants
Missouri
$202K
MAA
2483
Mraz Amerine & Associates
California
$200K
CWM
2484
Cordatus Wealth Management
Pennsylvania
$200K +$202K +2,658 New
SPWG
2485
Sage Private Wealth Group
Illinois
$197K +$5.25K +69 +3%
AFS
2486
Annapolis Financial Services
Maryland
$195K +$14.8K +195 +8%
AS
2487
Altshuler Shaham
Israel
$194K -$354K -4,660 -65%
TF
2488
TimeScale Financial
Massachusetts
$192K -$6.54K -86 -3%
EWA
2489
Evolution Wealth Advisors
Florida
$190K +$25.9K +341 +16%
Marshall Wace
2490
Marshall Wace
United Kingdom
$189K +$191K +2,514 New
IRAG
2491
Investment Research & Advisory Group
Georgia
$186K -$3.12K -41 -2%
ETC
2492
Exchange Traded Concepts
Oklahoma
$185K -$32.5K -427 -15%
HFS
2493
HBC Financial Services
Washington
$184K +$1.29K +17 +0.8%
JWM
2494
Janiczek Wealth Management
Colorado
$184K +$17K +223 +10%
GWSG
2495
GPS Wealth Strategies Group
Colorado
$179K -$11K -144 -6%
POIA
2496
Pin Oak Investment Advisors
Texas
$178K
CT
2497
Clearstead Trust
Maine
$178K +$91.4K +1,202 +103%
OBWP
2498
O'Brien Wealth Partners
Massachusetts
$177K -$73.8K -970 -31%
IWP
2499
IAG Wealth Partners
Wisconsin
$176K
HR
2500
Howe & Rusling
New York
$174K -$375K -4,931 -68%

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.