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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
CTC
601
Central Trust Company
Missouri
$9.23M -$291K -3,823 -3%
AC
602
Alley Company
Illinois
$9.22M +$251K +3,295 +3%
FWCM
603
Ferguson Wellman Capital Management
Oregon
$9.19M -$1.39M -18,254 -13%
BCV
604
Banque Cantonale Vaudoise
Switzerland
$9.17M +$1.11M +14,601 +14%
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$9.13M +$788K +10,361 +9%
SA
606
Sicart Associates
New York
$9.1M -$993K -13,050 -10%
SCA
607
Stonebridge Capital Advisors
Minnesota
$9.07M -$7.54M -99,100 -45%
FB
608
Fulton Bank
Pennsylvania
$9.03M +$188K +2,477 +2%
NC
609
Naman Capital
Brazil
$9.01M
EHC
610
Everett Harris & Co
California
$9.01M +$4.66M +61,247 +104%
AC
611
Alexandria Capital
Virginia
$8.99M +$230K +3,024 +3%
FPCG
612
Fort Pitt Capital Group
Pennsylvania
$8.97M +$803K +10,558 +10%
SW
613
SteelPeak Wealth
California
$8.95M +$779K +10,247 +9%
MDCM
614
Morgan Dempsey Capital Management
Wisconsin
$8.92M -$469K -6,171 -5%
GA
615
GFS Advisors
Texas
$8.86M +$514K +6,755 +6%
CP
616
Cumberland Partners
Ontario, Canada
$8.82M -$48.3K -635 -0.5%
SB
617
Simmons Bank
Arkansas
$8.81M -$769K -10,106 -8%
BPA
618
Beacon Pointe Advisors
California
$8.8M +$3.3M +43,438 +59%
AIP
619
ARS Investment Partners
New York
$8.77M -$58.8K -773 -0.7%
UH
620
Unigestion Holding
Switzerland
$8.77M -$348K -4,570 -4%
EWM
621
Evercore Wealth Management
New York
$8.71M -$309K -4,064 -3%
PFPT
622
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.66M +$320K +4,213 +4%
SAM
623
SP Asset Management
California
$8.54M +$63.4K +833 +0.8%
FM
624
Freemont Management
Switzerland
$8.5M +$30.4K +400 +0.4%
H
625
HoyleCohen
California
$8.5M +$84.3K +1,109 +1%

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.