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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
EARNEST Partners
2551
EARNEST Partners
Georgia
$89K
LFASL
2552
Lugano Financial Advisors SA (LFA)
Switzerland
$84K +$78K +1,026 +1,140%
BMD
2553
Better Money Decisions
New Mexico
$82K +$684 +9 +0.8%
MC
2554
Maverick Capital
Texas
$76K -$340K -4,472 -82%
LTI
2555
Laffer Tengler Investments
Tennessee
$75.1K +$76.1K +1,000 New
JIR
2556
James Investment Research
Ohio
$75K -$422K -5,554 -85%
FGAM
2557
Financial Gravity Asset Management
Texas
$75K
IFA
2558
Interactive Financial Advisors
Illinois
$75K
IWA
2559
IBEX Wealth Advisors
New Jersey
$75K +$76.1K +1,000 New
MAM
2560
Marquette Asset Management
Minnesota
$74K
KFS
2561
Kelly Financial Services
Massachusetts
$73.4K -$5.77M -75,847 -99%
NFSG
2562
Newbridge Financial Services Group
Florida
$72K -$51.4K -676 -41%
HFA
2563
HC Financial Advisors
California
$70K
LWP
2564
Lumature Wealth Partners
Georgia
$69K -$13.3K -175 -16%
SFPG
2565
Stonebridge Financial Planning Group
Florida
$67K
DTIM
2566
Danda Trouve Investment Management
Kansas
$66K
VCM
2567
Versant Capital Management
Arizona
$63K -$3.96K -52 -6%
CPFP
2568
Clear Perspectives Financial Planning
Ohio
$61K +$4.94K +65 +9%
Nisa Investment Advisors
2569
Nisa Investment Advisors
Missouri
$60.4K -$2.8M -36,793 -4%
BDS
2570
Banco de Sabadell
Florida
$60K
CWAF
2571
Core Wealth Advisors (Florida)
Florida
$59K
NL
2572
NVWM LLC
Pennsylvania
$59K +$15.1K +198 +34%
CAM
2573
CenterStar Asset Management
Illinois
$58K
LF
2574
Lee Financial
Texas
$57K +$18.6K +244 +47%
AP
2575
Arlington Partners
Alabama
$57K +$38.9K +512 +209%

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.