Merck
MRK
2,674 hedge funds and large institutions have $144B invested in Merck in 2021 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 722 increasing their positions, 1,818 reducing their positions, and 115 closing their positions.
26% more call options, than puts
Call options by funds: $1.54B | Put options by funds: $1.22B
16% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 115
1% more capital invested
Capital invested by funds: $143B → $144B (+$1.07B)
0% less funds holding
Funds holding: 2,687 → 2,674 (-13)
4% less funds holding in top 10
Funds holding in top 10: 85 → 82 (-3)
3.63% less ownership
Funds ownership: 77.09% → 73.46% (-3.6%)
60% less repeat investments, than reductions
Existing positions increased: 722 | Existing positions reduced: 1,818
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$699M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$514M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$310M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$288M |
| 5 |
LCM
Laurion Capital Management
New York
|
+$271M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.2B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$778M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$713M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$536M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$512M |
MRK Hedge Fund Activity: Q2 2021 in Review
2,674 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q2 2021, worth a combined $144B — up 0.75% from $143B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new MRK positions and 115 closed out — a net gain of 18 holders — while 722 added to existing stakes and 1,818 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $699M. The largest seller was BlackRock, cutting an estimated $1.2B.
- 2,674 institutional investors held Merck (MRK) as of Q2 2021, down from 2,687 in Q1 2021.
- Funds reported $144B of Merck stock for Q2 2021, up 0.75% quarter-over-quarter.
- 133 funds opened new Merck positions in Q2 2021 and 115 closed out, a net change of +18 holders.
- The largest Merck buyer in Q2 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $699M added.
- The largest Merck seller in Q2 2021 was BlackRock, an estimated $1.2B sold.
Based on aggregated 13F filings for Q2 2021.