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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
BCPWM
2651
Bradley & Co Private Wealth Management
Florida
$1K
CI
2652
Cordant Inc
Oregon
$1K +$1.29K +17 New
LIA
2653
LBMC Investment Advisors
Tennessee
$682 -$518K -6,815 -75%
VCWA
2654
Vanguard Capital Wealth Advisors
Colorado
$279 -$13.9K -183 -5%
Berkshire Hathaway
2655
Berkshire Hathaway
Nebraska
-$712M -9,157,192 Closed
RCMU
2656
Rokos Capital Management (UK)
United Kingdom
-$76.5M -982,322 Closed
SFM
2657
Sphera Funds Management
Israel
-$60.1M -772,601 Closed
CBT
2658
Capital Bank & Trust
California
-$52.3M -672,916 Closed
E
2659
Ergoteles
New York
-$40M -514,388 Closed
Balyasny Asset Management
2660
Balyasny Asset Management
Illinois
-$26.9M -353,739 Closed
MF
2661
Magnetar Financial
Illinois
-$12.5K -160,381 Closed
Fidelity International
2662
Fidelity International
Bermuda
-$11.1M -142,891 Closed
QIM
2663
Quantitative Investment Management
Virginia
-$10.2M -131,778 Closed
WAM
2664
Weiss Asset Management
Massachusetts
-$7.31M -94,025 Closed
SFG
2665
SageGuard Financial Group
Tennessee
-$6.47M -83,136 Closed
MFS
2666
Mirabella Financial Services
United Kingdom
-$5.8M -74,590 Closed
Wolverine Trading
2667
Wolverine Trading
Illinois
-$5.01M -65,860 Closed
B
2668
BP
United Kingdom
-$4.39M -56,518 Closed
SAM
2669
Sabadell Asset Management
Spain
-$3.4M -43,689 Closed
SGA
2670
Strategic Global Advisors
California
-$3.17M -40,707 Closed
COI
2671
Connable Office Inc
Michigan
-$2.87M -36,858 Closed
PWM
2672
PRW Wealth Management
Massachusetts
-$2.35M -30,221 Closed
HWA
2673
Heritage Way Advisors
Illinois
-$2.12M -27,277 Closed
IMC Chicago
2674
IMC Chicago
Illinois
-$1.96M -25,724 Closed
CI
2675
Cavalier Investments
Georgia
-$1.38M -17,790 Closed

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.