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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
PL
526
Parthenon LLC
Kentucky
$11.6M +$64.6K +850 +0.6%
PSUF
527
People's United Financial
Connecticut
$11.5M -$87K -1,144 -0.7%
CIS
528
Connors Investor Services
Pennsylvania
$11.4M -$1.1M -14,462 -9%
OSIA
529
O'Shares Investment Advisers
Massachusetts
$11.4M -$12.9M -169,133 -53%
LG
530
LaFleur & Godfrey
Michigan
$11.4M -$121K -1,597 -1%
HAI
531
Hennessy Advisors Inc
California
$11.4M +$373K +4,900 +3%
MC
532
Middleton & Co
Massachusetts
$11.3M +$32.5K +427 +0.3%
EGA
533
Eagle Global Advisors
Texas
$11.3M -$60.8K -800 -0.5%
PHK
534
Point72 Hong Kong
Hong Kong
$11.1M +$11.3M +148,431 New
NWM
535
Nicola Wealth Management
British Columbia, Canada
$11.1M -$133K -1,752 -1%
PP
536
Patten & Patten
Tennessee
$11.1M -$10.4K -137 -0.1%
KRS
537
Kentucky Retirement Systems
Kentucky
$11.1M -$19.9K -261 -0.2%
CAM
538
Columbia Asset Management
Michigan
$11M +$143K +1,881 +1%
Capstone Investment Advisors
539
Capstone Investment Advisors
New York
$11M +$11.1M +146,416 New
MCM
540
Mengis Capital Management
Oregon
$11M +$122K +1,609 +1%
MAM
541
Majedie Asset Management
United Kingdom
$10.9M +$1.75M +23,016 +19%
LBC
542
Lowe Brockenbrough & Co
Virginia
$10.9M +$127K +1,667 +1%
SSWM
543
Smith Salley Wealth Management
North Carolina
$10.9M +$190K +2,502 +2%
SBH
544
Segall Bryant & Hamill
Illinois
$10.9M +$1.03M +13,543 +10%
USCWA
545
U.S. Capital Wealth Advisors
Texas
$10.8M +$10.8M +142,412 New
WIC
546
Woodmont Investment Counsel
Tennessee
$10.8M +$1.7M +22,416 +19%
BFA
547
Bragg Financial Advisors
North Carolina
$10.7M +$322K +4,234 +3%
EWM
548
Edge Wealth Management
New York
$10.7M +$331K +4,357 +3%
Wealthfront Advisers
549
Wealthfront Advisers
California
$10.6M +$2.16M +28,358 +25%
BBVA
550
Banco Bilbao Vizcaya Argentaria
Spain
$10.6M -$1.99M -26,110 -16%

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.