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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
WAS
551
Wesleyan Assurance Society
United Kingdom
$10.6M +$3.17M +41,621 +42%
PFU
552
Parus Finance (UK)
United Kingdom
$10.5M -$1.66M -21,841 -13%
MCM
553
MAI Capital Management
Ohio
$10.5M -$2.97K -39 -0%
MCM
554
Monarch Capital Management
Indiana
$10.5M +$78.3K +1,029 +0.7%
BRWM
555
B. Riley Wealth Management
Tennessee
$10.5M +$709K +9,317 +7%
BA
556
Bridgewater Associates
Connecticut
$10.4M +$5M +65,706 +90%
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$10.4M +$8.64M +113,541 +452%
JC
558
Jacobs & Co
California
$10.3M +$662K +8,702 +7%
GH
559
GAM Holding
Switzerland
$10.2M -$72.4K -952 -0.7%
HFS
560
Hantz Financial Services
Michigan
$10.2M +$809K +10,639 +8%
GG
561
Greenwood Gearhart
Arkansas
$10.2M +$802K +10,547 +8%
AAM
562
AR Asset Management
California
$10.1M -$7.61K -100 -0.1%
ECM
563
ExodusPoint Capital Management
New York
$10.1M +$9.04M +118,826 +790%
HP
564
Holowesko Partners
Bahamas
$10M +$10.2M +133,500 New
TAIM
565
Te Ahumairangi Investment Management
New Zealand
$9.98M +$259K +3,400 +3%
LCM
566
Logan Capital Management
Pennsylvania
$9.93M +$151K +1,984 +2%
X
567
Xponance
Pennsylvania
$9.85M -$1.78M -23,410 -15%
KCP
568
KDI Capital Partners
North Carolina
$9.84M -$250K -3,292 -2%
AAM
569
Auxier Asset Management
Oregon
$9.82M -$14K -184 -0.1%
SIM
570
Sonora Investment Management
Arizona
$9.79M +$841K +11,053 +9%
MC
571
Moors & Cabot
Massachusetts
$9.77M +$934K +12,287 +10%
Walleye Trading
572
Walleye Trading
New York
$9.77M +$9.89M +130,081 New
RGC
573
Redwood Grove Capital
California
$9.74M +$1.9M +25,000 +24%
EB
574
Eastern Bank
Massachusetts
$9.74M -$70.7K -930 -0.7%
CAM
575
Congress Asset Management
Massachusetts
$9.73M +$265K +3,481 +3%

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.