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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
BCM
351
Bridgeway Capital Management
Texas
$25.5M -$2.93M -38,500 -10%
II
352
IFM Investors
Australia
$25.4M +$27.3K +359 +0.1%
VDI
353
Vaughan David Investments
Illinois
$25.2M +$374K +4,920 +1%
TCA
354
Transcend Capital Advisors
New Jersey
$25.1M +$23.2M +305,356 New
KFC
355
Klingenstein Fields & Co
New York
$25.1M +$44.1K +580 +0.2%
MOACM
356
Mutual of America Capital Management
New York
$24.9M +$130K +1,706 +0.5%
CC
357
Cannell & Co
New York
$24.8M +$2.49M +32,770 +11%
Cerity Partners
358
Cerity Partners
New York
$24.4M -$273K -3,594 -1%
NPF
359
Norris Perne & French
Michigan
$24.4M +$667K +8,770 +3%
BC
360
Bruce & Co
Illinois
$24.3M -$494K -6,500 -2%
TSW
361
Thompson Siegel & Walmsley
Virginia
$24.3M +$148K +1,942 +0.6%
COPPSERS
362
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.8M -$1.14K -15 -0%
CIA
363
Capital Investment Advisors
Georgia
$23.4M +$1.24M +16,331 +6%
BAM
364
Berkshire Asset Management
Pennsylvania
$23.3M +$581K +7,635 +3%
GD
365
Grandfield & Dodd
New York
$23.2M -$325K -4,274 -1%
TU
366
TDAM USA
Ontario, Canada
$23M -$193K -2,535 -0.8%
TC
367
TownSquare Capital
Utah
$22.8M +$4.39M +57,710 +23%
CAPTRUST Financial Advisors
368
CAPTRUST Financial Advisors
North Carolina
$22.8M +$842K +11,068 +4%
HIMC
369
Heritage Investors Management Corp
Maryland
$22.6M +$348K +4,575 +2%
RPAM
370
Rhenman & Partners Asset Management
Sweden
$22.5M
NAM
371
Nissay Asset Management
Japan
$22.5M -$171K -2,243 -0.7%
ISL
372
Ingalls & Snyder LLC
New York
$22.5M -$1.23M -16,129 -5%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$22.3M -$18.8M -247,515 -46%
ACM
374
Advisors Capital Management
New Jersey
$22.2M +$1.04M +13,689 +5%
MLICM
375
Metropolitan Life Insurance Company (MetLife)
New York
$22.2M -$775K -10,185 -3%

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.