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
IPW
2626
IronBridge Private Wealth
Texas
$15K +$76 +1 +0.5%
FRA
2627
Front Row Advisors
California
$14K
FA
2628
Financial Avengers
California
$11K -$14.8K -194 -56%
CIAS
2629
CBIZ Investment Advisory Services
Ohio
$11K
IHWM
2630
Iron Horse Wealth Management
Iowa
$10K
PP
2631
PrairieView Partners
Minnesota
$10K
CMA
2632
Cedar Mountain Advisors
Oregon
$10K +$76 +1 +0.8%
CA
2633
Crewe Advisors
Utah
$9K
ODG
2634
O'Dell Group
Ohio
$9K +$9.05K +119 New
RS
2635
Robeco Schweiz
Switzerland
$8.22K +$339K +4,457 +4%
HF
2636
Halpern Financial
Virginia
$7.51K
WIA
2637
Wealthstreet Investment Advisors
Texas
$7K
BHWM
2638
Bay Harbor Wealth Management
Maryland
$6K -$27.2K -358 -82%
GC
2639
Globeflex Capital
California
$6K
NWM
2640
Navigation Wealth Management
Colorado
$6K
UOTTAIMCU
2641
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K +$5.32K +70 New
LAM
2642
Lountzis Asset Management
Pennsylvania
$4.32K
WIM
2643
Westside Investment Management
California
$4.29K +$3.73K +49 +2%
EAM
2644
Eukles Asset Management
Ohio
$3K
CAM
2645
ClariVest Asset Management
California
$2K -$190K -2,500 -99%
FA
2646
Financial Advantage
Maryland
$2K
UFF
2647
USA Financial Formulas
Michigan
$2K
FCAS
2648
First Command Advisory Services
Texas
$2K +$1.45K +19 +238%
TG
2649
TCW Group
California
$1.14K
WAM
2650
Wallington Asset Management
Indiana
$1K -$201K -2,643 -100%

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.