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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
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$493M +$89.2M +1,172,684 +22%
AllianceBernstein
52
AllianceBernstein
Tennessee
$478M -$50.3M -661,227 -9%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$472M +$60.9M +801,000 +15%
PI
54
Putnam Investments
Massachusetts
$462M +$6.18M +81,281 +1%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$438M +$43.1M +567,214 +11%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$408M -$12.7M -167,049 -3%
Truist Financial
57
Truist Financial
North Carolina
$391M -$3.22M -42,357 -0.8%
DekaBank Deutsche Girozentrale
58
DekaBank Deutsche Girozentrale
Germany
$375M +$19.9M +261,863 +6%
Swedbank
59
Swedbank
Sweden
$368M +$7.1M +93,308 +2%
AQR Capital Management
60
AQR Capital Management
Connecticut
$364M -$4.61M -60,654 -1%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$353M -$73.4M -965,650 -17%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$349M +$3.57M +46,876 +1%
Citigroup
63
Citigroup
New York
$337M -$46.8M -615,603 -12%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$334M +$46.5M +610,949 +16%
First Trust Advisors
65
First Trust Advisors
Illinois
$331M -$2.86M -37,664 -0.8%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$329M +$7.02M +92,247 +2%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$325M -$7.95M -104,587 -2%
BGC
68
Beutel, Goodman & Co
Ontario, Canada
$323M +$14M +184,220 +4%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$322M +$21.8M +286,840 +7%
BG
70
Bahl & Gaynor
Ohio
$322M +$7.45M +97,942 +2%
American Century Companies
71
American Century Companies
Missouri
$318M +$63.9M +840,803 +25%
Allianz Asset Management
72
Allianz Asset Management
Germany
$311M +$71.9M +944,949 +30%
SP
73
Sarasin & Partners
United Kingdom
$281M +$22.7M +298,313 +9%
O
74
OrbiMed
New York
$280M
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$279M +$10.5M +138,334 +4%

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.