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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
RJT
376
Raymond James Trust
Florida
$22.1M +$108K +1,421 +0.5%
HCMG
377
Howard Capital Management Group
California
$22M +$1.17M +15,378 +6%
RMDI
378
R.M. Davis Inc
Maine
$22M +$17.8K +234 +0.1%
ACI
379
Alpha Cubed Investments
California
$21.9M +$1.06M +13,948 +5%
BCI
380
Brinker Capital Investments
Pennsylvania
$21.5M -$80.5K -1,058 -0.4%
SMDAM
381
Sumitomo Mitsui DS Asset Management
Japan
$21.1M -$454K -5,967 -2%
OC
382
Oppenheimer & Co
New York
$20.9M -$450K -5,916 -2%
1832 Asset Management
383
1832 Asset Management
Ontario, Canada
$20.9M +$12.8M +167,975 +155%
HPCM
384
Hunter Perkins Capital Management
Illinois
$20.6M +$1.06M +13,985 +5%
HWA
385
Heritage Wealth Advisors
Virginia
$20.6M +$1.19M +15,650 +6%
KA
386
KLCM Advisors
Wisconsin
$20.3M -$312K -4,104 -1%
BMSSC
387
B. Metzler seel. Sohn & Co
Germany
$20.1M +$1.12M +14,719 +6%
TNB
388
Thomasville National Bank
Georgia
$20.1M +$2.12M +27,939 +12%
PAM
389
Panagora Asset Management
Massachusetts
$19.9M -$4.55M -59,801 -18%
CCM
390
Covington Capital Management
California
$19.7M +$275K +3,618 +1%
First Manhattan
391
First Manhattan
New York
$19.7M -$382K -5,029 -2%
TAF
392
Tredje AP-fonden
Sweden
$19.7M
SPIA
393
Steward Partners Investment Advisory
New York
$19.7M -$2.5M -32,907 -11%
A
394
AustralianSuper
Australia
$19.4M +$4.1M +53,874 +26%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3M +$917K +12,058 +5%
GAI
396
General American Investors
New York
$19.2M +$761K +10,000 +4%
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$19M -$2.91M -38,202 -13%
SIC
398
Salem Investment Counselors
North Carolina
$18.8M +$396K +5,212 +2%
TF
399
TIAA FSB
Florida
$18.8M -$291K -3,826 -2%
HIMCH
400
Hartford Investment Management Co (HIMCO)
Connecticut
$18.8M -$2.31M -30,356 -11%

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.