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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
SDIC
276
South Dakota Investment Council
South Dakota
$37.8M +$3.68M +48,340 +11%
DP
277
Dearborn Partners
Illinois
$37.2M +$14.3M +187,443 +61%
ASC
278
Atalanta Sosnoff Capital
New York
$36.3M +$36.8M +483,877 New
SAI
279
Systematic Alpha Investments
New Jersey
$36.2M
PR
280
Payden & Rygel
California
$36.1M +$4.48M +58,900 +14%
Creative Planning
281
Creative Planning
Kansas
$36M +$3.8M +49,967 +12%
SW
282
SVB Wealth
Massachusetts
$35.9M -$484K -6,368 -1%
Impax Asset Management Group
283
Impax Asset Management Group
United Kingdom
$35.8M +$327K +4,294 +0.9%
FMLI
284
Fukoku Mutual Life Insurance
Japan
$35.2M +$184K +2,420 +0.5%
BCIM
285
British Columbia Investment Management
British Columbia, Canada
$35.2M -$11.3K -148 -0%
PAG
286
Private Advisor Group
New Jersey
$35M +$14M +183,915 +65%
URS
287
Utah Retirement Systems
Utah
$34.4M -$1.86M -24,400 -5%
SI
288
Stephens Inc
Arkansas
$34.3M +$1.11M +14,542 +3%
PA
289
Pinnacle Associates
New York
$34.2M +$1.33M +17,430 +4%
TAM
290
Trillium Asset Management
Massachusetts
$34.2M +$1.17M +15,425 +4%
ERSOT
291
Employees Retirement System of Texas
Texas
$34M -$2.51M -33,013 -7%
RA
292
Rovida Advisors
Florida
$33.9M
Group One Trading
293
Group One Trading
Illinois
$33.3M +$14M +183,912 +71%
IG
294
ING Group
Netherlands
$33.2M +$16M +210,336 +91%
Los Angeles Capital Management
295
Los Angeles Capital Management
California
$32.6M -$18.2M -239,364 -36%
FT
296
Fiduciary Trust
Massachusetts
$32.4M -$250K -3,285 -0.8%
BAMF
297
BI Asset Management Fondsmaeglerselskab
Denmark
$32.4M -$1.87M -24,562 -5%
AG
298
AIA Group
Hong Kong
$32.3M +$4.93M +64,792 +18%
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$32.2M -$1.41M -18,533 -4%
State of Tennessee, Department of Treasury
300
State of Tennessee, Department of Treasury
Tennessee
$32.1M -$1.76M -23,179 -5%

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.