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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
CCT
576
Country Club Trust
Missouri
$9.66M +$121K +1,590 +1%
PP
577
Prudential plc
United Kingdom
$9.63M -$17.3M -227,225 -64%
CCT
578
Chemung Canal Trust
New York
$9.6M +$5.5M +72,300 +130%
MRCM
579
M&R Capital Management
New Jersey
$9.58M -$25.6K -337 -0.3%
JGUA
580
John G. Ullman & Associates
New York
$9.58M +$3.66M +48,100 +61%
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$9.56M +$235K +3,089 +2%
CB
582
Community Bank
New York
$9.55M -$110K -1,447 -1%
WC
583
Whitney & Co
New York
$9.55M +$126K +1,658 +1%
B
584
Brightworth
Georgia
$9.54M +$517K +6,797 +6%
RC
585
RegentAtlantic Capital
New Jersey
$9.54M +$780K +10,253 +9%
FPCM
586
Financial Partners Capital Management
New York
$9.53M +$351K +4,610 +4%
NMIMC
587
Northwestern Mutual Investment Management Company
Wisconsin
$9.53M +$904K +11,882 +10%
BHWM
588
Bar Harbor Wealth Management
New Hampshire
$9.52M -$69.4K -912 -0.7%
MYAM
589
Meiji Yasuda Asset Management
Japan
$9.5M -$15.1K -198 -0.2%
WC
590
Woodstock Corp
Massachusetts
$9.48M +$68.1K +896 +0.7%
SWP
591
Stratos Wealth Partners
Ohio
$9.48M +$2.82M +37,067 +42%
PNC
592
Park National Corp
Ohio
$9.46M -$1.09M -14,332 -10%
AAF
593
Andra AP-fonden
Sweden
$9.42M +$1.53M +20,100 +19%
OA
594
Oxbow Advisors
Texas
$9.41M +$76.8K +1,010 +0.8%
SCM
595
Sio Capital Management
New York
$9.39M +$9.51M +125,000 New
CCP
596
Corient Capital Partners
California
$9.38M +$895K +11,767 +10%
BIAS
597
Beacon Investment Advisory Services
New Jersey
$9.37M +$35.3K +464 +0.4%
Lido Advisors
598
Lido Advisors
California
$9.34M -$7.53M -99,071 -44%
SBWIC
599
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.3M +$449K +5,900 +5%
AAIM
600
American Assets Investment Management
California
$9.24M

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.