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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
EIP
251
Easterly Investment Partners
Massachusetts
$44.8M +$6.37M +83,723 +16%
DADC
252
D.A. Davidson & Co
Montana
$44.8M +$2.92M +38,382 +7%
Loomis, Sayles & Company
253
Loomis, Sayles & Company
Massachusetts
$44.1M +$4.34M +57,083 +11%
KCM
254
Kornitzer Capital Management
Kansas
$43.5M +$13.8K +182 +0%
AAP
255
Aristotle Atlantic Partners
Florida
$43.4M
MIM
256
MetLife Investment Management
New Jersey
$42.9M -$1.16M -15,309 -3%
DLA
257
Douglas Lane & Associates
New York
$42.7M +$3.48M +45,775 +9%
FAF
258
Första AP-fonden
Sweden
$42.6M +$586K +7,700 +1%
PC
259
PointState Capital
New York
$42.5M +$33.9M +445,925 +372%
ELC
260
Edgar Lomax Company
Virginia
$42.4M -$429K -5,635 -1%
BFS
261
Bradley Foster & Sargent
Connecticut
$41.7M -$401K -5,271 -0.9%
OPERF
262
Oregon Public Employees Retirement Fund
Oregon
$41.6M -$2.11M -27,809 -5%
CIBC World Market
263
CIBC World Market
Ontario, Canada
$41.2M +$6.44M +84,692 +18%
DILIC
264
Dai-ichi Life Insurance Company
Japan
$41.2M -$1.34M -17,659 -3%
QP
265
Quilter Plc
United Kingdom
$40M +$1.63M +21,410 +4%
MA
266
MUFG Americas
New York
$39.8M +$2.27M +29,837 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
267
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.5M -$37.1M -488,302 -48%
MHI
268
Miller Howard Investments
New York
$39.2M -$1.33M -17,514 -3%
BS
269
Banco Santander
Spain
$38.7M +$3.64M +47,879 +10%
Lazard Asset Management
270
Lazard Asset Management
New York
$38.7M -$29.7M -391,117 -43%
Primecap Management
271
Primecap Management
California
$38.5M -$631K -8,300 -2%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$38.4M -$1.76M -23,183 -4%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$38M -$370K -4,871 -0.9%
GF
274
Gabelli Funds
New York
$37.9M +$344K +4,520 +0.9%
GIBU
275
Gulf International Bank (UK)
United Kingdom
$37.9M -$513K -6,739 -1%

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.