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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
IMRF
426
Illinois Municipal Retirement Fund
Illinois
$16.4M +$3.51M +46,183 +27%
SFM
427
Stack Financial Management
Montana
$16.4M +$77.3K +1,017 +0.5%
PAM
428
Private Asset Management
California
$16.4M +$237K +3,117 +1%
SAM
429
Securian Asset Management
Minnesota
$16.2M -$184K -2,414 -1%
CAG
430
Crestwood Advisors Group
Massachusetts
$16.1M -$687K -9,033 -4%
VMPIC
431
Varma Mutual Pension Insurance Co
Finland
$16.1M +$3.8M +50,000 +30%
CCM
432
Cinctive Capital Management
New York
$16.1M +$16.3M +214,690 New
SCA
433
Stillwater Capital Advisors
Pennsylvania
$16.1M -$83.7K -1,100 -0.5%
Mercer Global Advisors
434
Mercer Global Advisors
Colorado
$15.8M +$740K +9,731 +5%
AWM
435
AE Wealth Management
Kansas
$15.8M +$1.52M +19,979 +10%
Wealth Enhancement Advisory Services
436
Wealth Enhancement Advisory Services
Minnesota
$15.8M +$14.6M +192,118 New
RAM
437
RWC Asset Management
United Kingdom
$15.5M +$534K +7,017 +4%
Twin Tree Management
438
Twin Tree Management
Texas
$15.4M +$15.6M +205,416 New
CAM
439
Cresset Asset Management
Illinois
$15.3M +$206K +2,703 +1%
JMFC
440
J.M. Forbes & Co
Massachusetts
$15.3M +$177K +2,330 +1%
WIC
441
Wilkins Investment Counsel
Massachusetts
$15.3M +$272K +3,575 +2%
NRS
442
Neville Rodie & Shaw
New York
$15.2M -$2.01M -26,440 -12%
ANI
443
American National Insurance
Texas
$15.2M -$17.9K -235 -0.1%
AF
444
Ally Financial
Michigan
$15M
CS
445
Central Securities
New York
$15M
CT
446
Cambridge Trust
Massachusetts
$14.8M -$297K -3,902 -2%
TPCW
447
TD Private Client Wealth
New York
$14.7M -$23.1K -304 -0.2%
WSFS
448
Wilmington Savings Fund Society
Delaware
$14.7M -$169K -2,217 -1%
MSRPS
449
Maryland State Retirement & Pension System
Maryland
$14.7M +$128K +1,689 +0.9%
Daiwa Securities Group
450
Daiwa Securities Group
Japan
$14.6M -$273K -3,594 -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.