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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
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.1M +$871K +11,446 +3%
Public Sector Pension Investment Board (PSP Investments)
302
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.1M +$2.28M +30,020 +8%
WB
303
WesBanco Bank
West Virginia
$32.1M -$154K -2,026 -0.5%
GG
304
Gofen & Glossberg
Illinois
$31.7M -$180K -2,362 -0.6%
BCIM
305
Black Creek Investment Management
Ontario, Canada
$31.5M +$4.72M +62,000 +17%
ST
306
Sabal Trust
Florida
$31M +$1.73M +22,718 +6%
PFC
307
Poplar Forest Capital
California
$30.6M -$862K -11,329 -3%
WF
308
Welch & Forbes
Massachusetts
$30.6M -$767K -10,091 -2%
WT
309
Whittier Trust
California
$30.4M -$287K -3,775 -0.9%
BCAM
310
Boston Common Asset Management
Massachusetts
$30.4M +$4.04M +53,102 +15%
SC
311
Scotia Capital
Ontario, Canada
$30.3M -$1.52M -20,025 -5%
DRZID
312
DePrince Race & Zollo Inc (DRZ)
Florida
$29.9M -$531K -6,976 -2%
SF
313
Synovus Financial
Georgia
$29.8M -$1.61M -21,204 -5%
SCI
314
S&CO Inc
Massachusetts
$29.7M +$27.8K +365 +0.1%
IMPI
315
Ilmarinen Mutual Pension Insurance
Finland
$29.6M
CIM
316
Corda Investment Management
Texas
$29.4M +$4.32M +56,814 +17%
TPSF
317
Texas Permanent School Fund
Texas
$29.4M -$2.25M -29,596 -7%
AIMCA
318
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.3M -$162K -2,132 -0.5%
MSL
319
Mackay Shields LLC
New York
$29.2M -$854K -11,228 -3%
BCM
320
Becker Capital Management
Oregon
$29.1M -$238K -3,131 -0.8%
DC
321
Davenport & Co
Virginia
$29M +$5.34M +70,184 +22%
CG
322
Colony Group
Massachusetts
$29M +$737K +9,697 +3%
RCAMU
323
Rothschild & Co Asset Management US
Connecticut
$29M +$836K +10,998 +3%
WBC
324
Westpac Banking Corp
Australia
$28.6M -$581K -7,643 -2%
LOAMS
325
Lombard Odier Asset Management (Switzerland)
Switzerland
$28.5M +$519K +6,823 +2%

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.