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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
Nordea Investment Management
26
Nordea Investment Management
Sweden
$999M +$14.1M +184,997 +1%
Ameriprise
27
Ameriprise
Minnesota
$970M -$37.1M -488,272 -4%
UBS AM
28
UBS AM
Illinois
$954M +$81.4M +1,069,797 +9%
UBS Group
29
UBS Group
Switzerland
$950M +$143M +1,874,333 +17%
N
30
Nuveen
North Carolina
$932M -$152M -1,994,057 -14%
Macquarie Group
31
Macquarie Group
Australia
$896M +$13.3M +174,848 +1%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$803M +$25.1M +330,009 +3%
Fisher Asset Management
33
Fisher Asset Management
Washington
$799M +$24.1M +316,452 +3%
Goldman Sachs
34
Goldman Sachs
New York
$792M +$219M +2,879,685 +38%
PPA
35
Parametric Portfolio Associates
Washington
$767M -$23.9M -314,065 -3%
Barrow, Hanley, Mewhinney & Strauss
36
Barrow, Hanley, Mewhinney & Strauss
Texas
$767M +$5.02M +66,038 +0.7%
Swiss National Bank
37
Swiss National Bank
Switzerland
$752M -$23.2M -305,600 -3%
ClearBridge Investments
38
ClearBridge Investments
New York
$741M -$1.61M -21,217 -0.2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$739M +$53M +697,071 +8%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$735M -$9.26M -121,796 -1%
Capital World Investors
41
Capital World Investors
California
$706M +$256M +3,368,622 +56%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$685M -$7.9M -103,887 -1%
Amundi
43
Amundi
France
$667M -$92.1M -1,211,625 -12%
RJA
44
Raymond James & Associates
Florida
$653M +$23.8M +313,402 +4%
Federated Hermes
45
Federated Hermes
Pennsylvania
$623M +$48.2M +633,775 +9%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$612M -$45.5M -598,336 -7%
Principal Financial Group
47
Principal Financial Group
Iowa
$554M +$11.7M +154,016 +2%
CS
48
Credit Suisse
Switzerland
$553M +$2.05M +26,997 +0.4%
Stifel Financial
49
Stifel Financial
Missouri
$528M +$39.3M +517,016 +8%
Barclays
50
Barclays
United Kingdom
$503M +$151M +1,985,377 +42%

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.