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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
JCM
901
Jacobi Capital Management
Pennsylvania
$4.01M +$205K +2,698 +5%
IAA
902
Independent Advisor Alliance
North Carolina
$4M +$367K +4,829 +10%
IMOV
903
Investment Management of Virginia
Virginia
$3.99M +$20K +263 +0.5%
IIM
904
Ipswich Investment Management
Massachusetts
$3.99M +$93.3K +1,227 +2%
RPC
905
Rossmore Private Capital
Connecticut
$3.99M +$40.7K +535 +1%
NDSI
906
Newman Dignan & Sheerar Inc
Rhode Island
$3.97M -$6.62K -87 -0.2%
IC
907
Intersect Capital
California
$3.95M -$54.1K -711 -1%
CBTWT
908
Community Bank & Trust (Waco, Texas)
Texas
$3.91M -$17.6K -232 -0.4%
KTC
909
Kistler-Tiffany Companies
Pennsylvania
$3.89M -$105K -1,384 -3%
SLI
910
Sumitomo Life Insurance
Japan
$3.87M -$247K -3,243 -6%
TI
911
Tidal Investments
Wisconsin
$3.87M +$1.05M +13,752 +36%
CCG
912
Cypress Capital Group
Florida
$3.86M -$61.1K -803 -2%
NSIM
913
North Star Investment Management
Illinois
$3.84M -$3.58K -47 -0.1%
SFG
914
SevenBridge Financial Group
Pennsylvania
$3.83M -$17.3K -227 -0.4%
WDA
915
Wendell David Associates
New Hampshire
$3.83M -$70K -920 -2%
RC
916
Roundview Capital
New Jersey
$3.82M -$77.6K -1,020 -2%
DDC
917
DF Dent & Co
Maryland
$3.82M +$761 +10 +0%
CNBTD
918
Citizens National Bank Trust Department
Mississippi
$3.81M +$102K +1,345 +3%
PS
919
Pensionfund Sabic
Netherlands
$3.79M
ECM
920
Everence Capital Management
Indiana
$3.79M -$694K -9,130 -15%
IWC
921
Integrated Wealth Concepts
Massachusetts
$3.77M +$583K +7,666 +18%
RMCM
922
Reynders McVeigh Capital Management
Massachusetts
$3.76M -$329K -4,320 -8%
HC
923
Hendley & Co
Ohio
$3.76M -$66.2K -870 -2%
BA
924
Baugh & Associates
Georgia
$3.76M -$2.21K -29 -0.1%
RMAM
925
Raab & Moskowitz Asset Management
New Jersey
$3.74M -$59.5K -783 -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.