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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
ATC
501
Argent Trust Co
Tennessee
$12.6M +$205K +2,689 +2%
Kayne Anderson Rudnick Investment Management
502
Kayne Anderson Rudnick Investment Management
California
$12.5M -$937K -12,323 -7%
FNBOO
503
First National Bank of Omaha
Nebraska
$12.5M -$132K -1,735 -1%
NMERB
504
New Mexico Educational Retirement Board
New Mexico
$12.4M -$228K -3,000 -2%
AL
505
Arnhold LLC
New York
$12.2M -$102K -1,339 -0.8%
Kovitz Investment Group Partners
506
Kovitz Investment Group Partners
Illinois
$12.2M -$60.5K -796 -0.5%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$12.2M +$509K +6,697 +4%
LS
508
Livforsakringsbolaget Skandia
Sweden
$12.1M -$540K -7,100 -4%
BG
509
Bollard Group
Massachusetts
$12.1M +$513K +6,746 +4%
PG
510
Pendal Group
Australia
$12.1M -$3.1M -40,769 -20%
BC
511
Bartlett & Co
Ohio
$12.1M +$509K +6,697 +4%
GCM
512
Gabalex Capital Management
New York
$12M
GAM
513
Gotham Asset Management
New York
$12M +$1.45M +19,085 +14%
SEM
514
Suncoast Equity Management
Florida
$12M -$639K -8,399 -5%
GI
515
Gradient Investments
Minnesota
$12M +$580K +7,624 +5%
BC
516
Brookfield Corp
Ontario, Canada
$12M +$12.1M +159,192 New
KS
517
Karpas Strategies
Connecticut
$12M +$17.1K +225 +0.2%
CIA
518
CCM Investment Advisers
South Carolina
$11.9M +$539K +7,084 +5%
SAM
519
Shell Asset Management
Netherlands
$11.9M -$8.66M -113,922 -42%
V
520
Veritable
Delaware
$11.9M +$1.16M +15,205 +11%
CA
521
Cornerstone Advisors
North Carolina
$11.9M
SCM
522
SKBA Capital Management
California
$11.8M +$120K +1,575 +1%
LSERS
523
Louisiana State Employees Retirement System
Louisiana
$11.8M -$22.8K -300 -0.2%
BFA
524
Beaumont Financial Advisors
Massachusetts
$11.8M -$108K -1,426 -0.9%
CDH
525
Charles D. Hyman
$11.6M +$908K +11,933 +8%

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.