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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
DIA
2701
Davidson Investment Advisors
Montana
-$328K -4,221 Closed
KCM
2702
KLK Capital Management
California
-$328K -4,221 Closed
PCIA
2703
Prime Capital Investment Advisors
Kansas
-$320K -4,116 Closed
F
2704
F3Logic
Minnesota
-$317K -4,071 Closed
HPC
2705
Hobart Private Capital
North Carolina
-$313K -4,030 Closed
VIMU
2706
Veritas Investment Management (UK)
United Kingdom
-$296K -3,800 Closed
CRI
2707
Colonial River Investments
Virginia
-$295K -3,792 Closed
RWM
2708
RKL Wealth Management
Pennsylvania
-$295K -3,788 Closed
CA
2709
CGN Advisors
Kansas
-$294K -3,781 Closed
ARC
2710
Advisor Resource Council
Texas
-$290K -3,729 Closed
RIG
2711
RiverFront Investment Group
Virginia
-$289K -3,710 Closed
PFG
2712
PAX Financial Group
Texas
-$282K -3,627 Closed
IP
2713
Isthmus Partners
Wisconsin
-$277K -3,568 Closed
DWM
2714
Darwin Wealth Management
Florida
-$255K -3,275 Closed
SFG
2715
Sovereign Financial Group
Connecticut
-$247K -3,210 Closed
SNBOSD
2716
Security National Bank of So Dak
Iowa
-$236K -3,038 Closed
CCP
2717
Cassia Capital Partners
North Carolina
-$236K -3,033 Closed
TFCP
2718
Twin Focus Capital Partners
Massachusetts
-$235K -3,025 Closed
FCIM
2719
Fairview Capital Investment Management
California
-$232K -2,991 Closed
SF
2720
Symphony Financial
Texas
-$232K -2,969 Closed
PCMC
2721
Private Capital Management (Colorado)
Colorado
-$224K -2,880 Closed
FLII
2722
First Long Island Investors
New York
-$224K -2,878 Closed
AAM
2723
Autus Asset Management
Arizona
-$221K -2,831 Closed
SAMC
2724
Spectrum Asset Management (California)
California
-$217K -2,795 Closed
VFM
2725
Vivid Financial Management
California
-$217K -2,786 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.