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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
SA
2501
SRH Advisors
Kansas
$170K
APC
2502
Aspire Private Capital
North Carolina
$165K +$5.55K +73 +3%
BFG
2503
Baron Financial Group
New Jersey
$163K +$7.61K +100 +5%
ACM
2504
AUA Capital Management
Pennsylvania
$162K
DOA
2505
D'Orazio & Associates
Virginia
$162K +$116K +1,520 +237%
PVH
2506
Psagot Value Holdings
Israel
$160K -$704K -9,252 -81%
BCM
2507
Blume Capital Management
California
$158K
TCCM
2508
Timber Creek Capital Management
Massachusetts
$158K
SC
2509
Sierra Capital
Florida
$157K -$77.1K -1,014 -33%
Cohen & Steers
2510
Cohen & Steers
New York
$157K
AA
2511
Addison Advisors
Vermont
$157K +$761 +10 +0.5%
CCM
2512
Carderock Capital Management
Maryland
$154K -$41.9K -551 -21%
CAL
2513
Capital Advisors Ltd
Ohio
$154K
TC
2514
Truvestments Capital
Florida
$148K +$380 +5 +0.3%
CWM
2515
Cranbrook Wealth Management
Michigan
$145K +$5.7K +75 +4%
LWA
2516
Lenox Wealth Advisors
New York
$144K +$9.96K +131 +7%
MGIM
2517
M&G Investment Management
United Kingdom
$140K +$20.7M +272,394 +17%
BAM
2518
Bellevue Asset Management
Washington
$136K +$152 +2 +0.1%
CIA
2519
Cascade Investment Advisors
Oregon
$136K
FWM
2520
Filbrandt Wealth Management
Wisconsin
$133K +$1.9K +25 +1%
CAGAS
2521
Capital Advisory Group Advisory Services
Minnesota
$133K +$6.24K +82 +5%
SFP
2522
Sterling Financial Planning
New Jersey
$128K +$19.1K +251 +17%
NC
2523
NewSquare Capital
Pennsylvania
$120K +$16.6K +218 +16%
CTB
2524
Country Trust Bank
Illinois
$119K +$68.9K +906 +132%
NR
2525
Newfound Research
Massachusetts
$118K +$31.3K +412 +36%

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.