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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
RG
776
Rathbones Group
United Kingdom
$5.48M -$916K -12,047 -14%
BRCM
777
Bright Rock Capital Management
Massachusetts
$5.41M
XF
778
XML Financial
Maryland
$5.4M +$4.4M +57,907 +413%
MA
779
Mutual Advisors
Nebraska
$5.4M +$476K +6,263 +10%
GCM
780
Gibraltar Capital Management
Oklahoma
$5.4M +$458K +6,022 +9%
EFIC
781
Eliot Finkel Investment Counsel
California
$5.38M +$42.6K +560 +0.8%
OCM
782
One Capital Management
California
$5.38M +$82.1K +1,079 +2%
IRF
783
IBM Retirement Fund
New York
$5.37M +$11.4K +150 +0.2%
IWP
784
Icon Wealth Partners
Texas
$5.37M -$70.4K -926 -1%
MHIC
785
Marble Harbor Investment Counsel
Massachusetts
$5.36M +$20.2K +265 +0.4%
PIMJS
786
PKO Investment Management Joint-Stock
Poland
$5.34M +$1.73M +22,692 +47%
FCMC
787
Founders Capital Management (Connecticut)
Connecticut
$5.3M -$146K -1,922 -3%
VVP
788
Venture Visionary Partners
Ohio
$5.27M +$378K +4,976 +8%
CC
789
Courier Capital
New York
$5.22M +$241K +3,174 +5%
BE
790
Bonness Enterprises
District of Columbia
$5.22M
OCAM
791
Onex Canada Asset Management
Ontario, Canada
$5.2M +$66.4K +873 +1%
BIC
792
Beach Investment Counsel
Pennsylvania
$5.18M
RIL
793
Rothschild Investment LLC
Illinois
$5.17M -$502K -6,595 -9%
GIA
794
Granite Investment Advisors
New Hampshire
$5.16M -$142K -1,869 -3%
SIP
795
Stoneridge Investment Partners
Pennsylvania
$5.14M +$5.2M +68,406 New
AAIM
796
Asset Advisors Investment Management
Georgia
$5.14M -$98.9K -1,300 -2%
ECM
797
Exchange Capital Management
Michigan
$5.13M +$27.5K +361 +0.5%
HSA
798
HBK Sorce Advisory
Pennsylvania
$5.12M +$232K +3,046 +5%
VFM
799
Viking Fund Management
North Dakota
$5.11M +$152K +2,000 +3%
CWG
800
Cornerstone Wealth Group
North Carolina
$5.1M +$1.78M +23,355 +52%

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.