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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
CIC
651
Cutler Investment Counsel
Oregon
$7.79M +$5.4K +71 +0.1%
MGIA
652
Matthew Goff Investment Advisor
Texas
$7.76M +$243K +3,200 +3%
PMG
653
ProVise Management Group
Florida
$7.73M -$227K -2,979 -3%
EI
654
Ethic Inc
New York
$7.71M +$1.24M +16,262 +19%
IEFM
655
IQ EQ Fund Management
Ireland
$7.68M -$55.4K -729 -0.7%
SFI
656
Siemens Fonds Invest
Germany
$7.68M +$391K +5,140 +5%
LA
657
Lynch & Associates
Indiana
$7.68M +$188K +2,473 +2%
PI
658
PineBridge Investments
New York
$7.67M -$4.28M -56,318 -36%
BB
659
Busey Bank
Illinois
$7.64M +$3.66M +48,163 +90%
AIP
660
Ameritas Investment Partners
Nebraska
$7.63M -$23.3K -307 -0.3%
RWP
661
RWA Wealth Partners
Massachusetts
$7.58M +$40.6K +534 +0.5%
AWAG
662
ARS Wealth Advisors Group
Florida
$7.58M +$7.67M +100,887 New
JFL
663
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.57M -$125K -1,643 -2%
SGI
664
Summit Global Investments
Utah
$7.55M -$4.82M -63,382 -39%
CSIC
665
Clifford Swan Investment Counsel
California
$7.53M +$7.61K +100 +0.1%
GAM
666
Griffin Asset Management
New York
$7.53M -$1.39M -18,239 -15%
CIC
667
Canal Insurance Company
South Carolina
$7.51M
SGH
668
Sivik Global Healthcare
Connecticut
$7.51M +$3.04M +40,000 +67%
CA
669
Cetera Advisors
Colorado
$7.5M +$1.22M +16,053 +19%
HCM
670
Hillman Capital Management
Maryland
$7.49M +$318K +4,180 +4%
S
671
Seeyond
France
$7.49M +$475K +6,246 +7%
NCM
672
Novare Capital Management
North Carolina
$7.46M +$413K +5,430 +6%
MC
673
Miramar Capital
Illinois
$7.45M +$445K +5,845 +6%
WCF
674
West Coast Financial
California
$7.45M +$105K +1,383 +1%
RE
675
RBC Europe
United Kingdom
$7.44M +$116K +1,522 +2%

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.