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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
TS
2726
Tamar Securities
California
-$209K -2,692 Closed
HWM
2727
Hohimer Wealth Management
Washington
-$208K -2,672 Closed
SAS
2728
Stelac Advisory Services
New York
-$206K -2,646 Closed
WIA
2729
Westbourne Investment Advisors
Maryland
-$206K -2,645 Closed
HIM
2730
Hanlon Investment Management
New Jersey
-$205K -2,636 Closed
NG
2731
NWK Group
California
-$202K -2,600 Closed
SIM
2732
Sadoff Investment Management
Wisconsin
-$202K -2,597 Closed
PAM
2733
PVG Asset Management
Colorado
-$201K -2,580 Closed
NWM
2734
Northwest Wealth Management
Iowa
-$201K -2,579 Closed
KFP
2735
KB Financial Partners
New Jersey
-$196K -2,526 Closed
PA
2736
Perennial Advisors
New York
-$146K -1,874 Closed
PWP
2737
Personal Wealth Partners
Minnesota
-$136K -1,745 Closed
SWG
2738
Summit Wealth Group
Vermont
-$133K -1,704 Closed
BBL
2739
Beck Bode LLC
Massachusetts
-$125K -1,602 Closed
GC
2740
Garde Capital
Washington
-$121K -1,556 Closed
APP
2741
Alpha Paradigm Partners
Illinois
-$119K -1,526 Closed
FFG
2742
Ford Financial Group
California
-$95K -1,232 Closed
SIA
2743
Sit Investment Associates
Minnesota
-$92K -1,189 Closed
MA
2744
Modus Advisors
Minnesota
-$56K -725 Closed
SL
2745
Savior LLC
Massachusetts
-$45.7K -601 Closed
MFG
2746
Monumental Financial Group
Maryland
-$44K -560 Closed
HIM
2747
Hillsdale Investment Management
Ontario, Canada
-$39K -500 Closed
BC
2748
Barnett & Company
Tennessee
-$32K -417 Closed
PSIWM
2749
Paradigm Strategies in Wealth Management
Minnesota
-$30K -387 Closed
M1FG
2750
Mach-1 Financial Group
Arkansas
-$25K -327 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.