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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
IHL
676
Investment House LLC
California
$7.42M -$63.5K -835 -0.8%
SWM
677
Stockman Wealth Management
Montana
$7.42M +$475K +6,245 +7%
ACM
678
AlphaStar Capital Management
North Carolina
$7.41M +$6.14M +80,732 +769%
TCOV
679
Trust Company of Vermont
Vermont
$7.4M +$989K +12,998 +15%
KPWS
680
Kestra Private Wealth Services
Texas
$7.37M +$478K +6,281 +7%
VHAM
681
Van Hulzen Asset Management
California
$7.36M +$100K +1,317 +1%
BWM
682
Buckley Wealth Management
Nevada
$7.35M +$209K +2,742 +3%
RHAM
683
Round Hill Asset Management
California
$7.3M -$50.2K -660 -0.7%
BBA
684
BLB&B Advisors
Pennsylvania
$7.27M +$1.77M +23,240 +32%
CAC
685
Core Alternative Capital
Georgia
$7.25M +$729K +9,589 +11%
WAM
686
Winslow Asset Management
Ohio
$7.24M -$89.4K -1,175 -1%
PI
687
PEAK6 Investments
Illinois
$7.22M +$5.66M +74,388 +342%
DWM
688
Dakota Wealth Management
Florida
$7.19M +$7.03M +92,480 +2,886%
GIA
689
GHP Investment Advisors
Colorado
$7.17M +$666K +8,758 +10%
VAS
690
Vestmark Advisory Solutions
Massachusetts
$7.1M +$663K +8,724 +10%
PCM
691
Parsons Capital Management
Rhode Island
$7.09M -$129K -1,700 -2%
LNB
692
Ledyard National Bank
$7.03M -$63.2K -831 -0.9%
PP
693
Paloma Partners
Connecticut
$7M +$7.09M +93,256 New
GWM
694
Geneos Wealth Management
Colorado
$7M +$69K +907 +1%
QI
695
QV Investors
Alberta, Canada
$6.98M +$1.19M +15,640 +20%
MCM
696
Maryland Capital Management
Maryland
$6.97M -$585K -7,687 -8%
HLCM
697
Hi-Line Capital Management
South Dakota
$6.91M +$216K +2,846 +3%
CCM
698
Cutler Capital Management
Massachusetts
$6.88M +$241K +3,175 +4%
BWAM
699
Boyd Watterson Asset Management
Ohio
$6.88M +$4.72M +62,003 +210%
CWM
700
Circle Wealth Management
New Jersey
$6.87M +$684 +9 +0%

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.