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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
RWA
976
Ropes Wealth Advisors
Massachusetts
$3.38M -$435K -5,725 -11%
HB
977
Homrich & Berg
Georgia
$3.38M -$178K -2,345 -5%
AA
978
Ancora Advisors
Ohio
$3.37M +$7.3K +96 +0.2%
SSI
979
Scott & Selber Inc
Texas
$3.34M +$1.55M +20,423 +85%
SWMG
980
Signature Wealth Management Group
Georgia
$3.34M +$176K +2,308 +5%
LDFR
981
Lehman & Derafelo Financial Resources
Pennsylvania
$3.34M -$220K -2,899 -6%
MJRIC
982
Mogy Joel R Investment Counsel
California
$3.34M
CI
983
Conning Inc
Connecticut
$3.33M -$420K -5,520 -11%
VPIM
984
Vanguard Personalized Indexing Management
California
$3.33M +$249K +3,273 +8%
LIM
985
Leavell Investment Management
Alabama
$3.32M -$105K -1,384 -3%
SAIG
986
Semper Augustus Investments Group
Colorado
$3.31M
Fiera Capital (Canada)
987
Fiera Capital (Canada)
Quebec, Canada
$3.31M +$348K +4,575 +12%
BCA
988
Bray Capital Advisors
Florida
$3.31M +$29.6K +389 +0.9%
FQ
989
First Quadrant
California
$3.3M
CCM
990
Chilton Capital Management
Texas
$3.29M +$10.1K +133 +0.3%
BFO
991
Biltmore Family Office
North Carolina
$3.29M -$77.9K -1,024 -2%
HIIFS
992
Harel Insurance Investments & Financial Services
Israel
$3.27M +$2.63M +34,583 +384%
PTC
993
Private Trust Company
Ohio
$3.27M -$102K -1,342 -3%
CFG
994
Citizens Financial Group
Rhode Island
$3.25M +$770K +10,124 +31%
WT
995
Washington Trust
Rhode Island
$3.25M -$62.5K -822 -2%
ISB
996
Iowa State Bank
Iowa
$3.25M -$12.4K -163 -0.4%
GCC
997
Game Creek Capital
Massachusetts
$3.25M -$1.94M -25,500 -37%
SAM
998
Synergy Asset Management
Washington
$3.23M -$127K -1,673 -4%
CIS
999
Capital International Sarl
California
$3.22M -$814K -10,708 -20%
HCM
1000
Howland Capital Management
Massachusetts
$3.22M -$101K -1,329 -3%

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.