We are live on ! Find out more

2,902 hedge funds and large institutions have $142B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,256 increasing their positions, 960 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 92

58% more call options, than puts

Call options by funds: $3.26B | Put options by funds: $2.06B

31% more repeat investments, than reductions

Existing positions increased: 1,256 | Existing positions reduced: 960

10% more funds holding

Funds holding: 2,6472,902 (+255)

2% more capital invested

Capital invested by funds: $139B → $142B (+$3.32B)

0.53% more ownership

Funds ownership: 72.93%73.46% (+0.53%)

26% less funds holding in top 10

Funds holding in top 10: 8462 (-22)

Holders
2,902
Holders Change
+255
Holders Change %
+9.63%
% of All Funds
44.66%
Holding in Top 10
62
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.19%
% of All Funds
0.95%
New
387
Increased
1,256
Reduced
960
Closed
92
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$541M -$25.2M -316,454 -4%
AllianceBernstein
52
AllianceBernstein
Tennessee
$513M +$26.6M +334,299 +5%
Federated Hermes
53
Federated Hermes
Pennsylvania
$471M -$123M -1,544,339 -20%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$413M -$3.21M -40,349 -0.7%
DekaBank Deutsche Girozentrale
55
DekaBank Deutsche Girozentrale
Germany
$394M +$10.1M +127,360 +3%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$393M +$63M +791,320 +18%
Truist Financial
57
Truist Financial
North Carolina
$392M -$6.43M -80,721 -2%
American Century Companies
58
American Century Companies
Missouri
$390M +$68.1M +854,536 +20%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$386M -$63.5M -796,750 -14%
Swedbank
60
Swedbank
Sweden
$377M -$873K -10,955 -0.2%
Citigroup
61
Citigroup
New York
$367M +$23.6M +295,895 +7%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$361M +$633K +7,950 +0.2%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$360M -$126M -1,579,700 -25%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$359M +$2.23M +28,007 +0.6%
Prudential Financial
65
Prudential Financial
New Jersey
$357M +$175M +2,202,124 +90%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$339M +$2.73M +34,326 +0.8%
BGC
67
Beutel, Goodman & Co
Ontario, Canada
$332M +$2.49M +31,225 +0.7%
BG
68
Bahl & Gaynor
Ohio
$326M -$2.28M -28,581 -0.7%
First Trust Advisors
69
First Trust Advisors
Illinois
$326M -$12.5M -157,298 -4%
Allianz Asset Management
70
Allianz Asset Management
Germany
$315M -$2.32M -29,101 -0.7%
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$315M +$147M +1,842,464 +81%
SP
72
Sarasin & Partners
United Kingdom
$312M +$26.6M +333,906 +9%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$304M +$39.1M +491,118 +14%
AQR Capital Management
74
AQR Capital Management
Connecticut
$298M -$77M -967,353 -20%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$290M +$6.15M +77,162 +2%

MRK Hedge Fund Activity: Q4 2021 in Review

2,902 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2021, worth a combined $142B — up 2.4% from $139B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new MRK positions and 92 closed out — a net gain of 295 holders — while 1,256 added to existing stakes and 960 trimmed.

The largest buyer was BlackRock, adding an estimated $823M. The largest seller was Capital International Investors, cutting an estimated $481M.

  • 2,902 institutional investors held Merck (MRK) as of Q4 2021, up from 2,647 in Q3 2021.
  • Funds reported $142B of Merck stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 387 funds opened new Merck positions in Q4 2021 and 92 closed out, a net change of +295 holders.
  • The largest Merck buyer in Q4 2021 was BlackRock, an estimated $823M added.
  • The largest Merck seller in Q4 2021 was Capital International Investors, an estimated $481M sold.

Based on aggregated 13F filings for Q4 2021.