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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
ECM
1001
Elgethun Capital Management
South Dakota
$3.21M -$60.2K -791 -2%
PAI
1002
Pittenger & Anderson Inc
Nebraska
$3.2M +$49.4K +650 +2%
DIA
1003
Dana Investment Advisors
Wisconsin
$3.2M +$88.8K +1,167 +3%
CCG
1004
Chatham Capital Group
Georgia
$3.2M -$67.2K -883 -2%
HDIM
1005
Hanson & Doremus Investment Management
Vermont
$3.19M +$1.25M +16,415 +63%
CPA
1006
Court Place Advisors
Maryland
$3.17M -$77.3K -1,016 -2%
VNIM
1007
Vaughan Nelson Investment Management
Texas
$3.16M +$369K +4,850 +13%
WAM
1008
World Asset Management
Michigan
$3.15M -$2.16M -28,438 -40%
CCC
1009
Crescent Capital Consulting
Louisiana
$3.13M -$157K -2,062 -5%
SA
1010
Strategic Advisors
New York
$3.13M +$1.57M +20,593 +98%
FNBTCON
1011
First National Bank & Trust Co of Newtown
Pennsylvania
$3.13M -$3.04K -40 -0.1%
MWM
1012
Marietta Wealth Management
Georgia
$3.12M +$336K +4,413 +12%
FHA
1013
Flagship Harbor Advisors
Massachusetts
$3.12M
FMW
1014
Farr Miller & Washington
District of Columbia
$3.11M -$19.5K -256 -0.6%
BFEC
1015
Benjamin F. Edwards & Company
Missouri
$3.11M +$298K +3,921 +10%
HCM
1016
Harvey Capital Management
Florida
$3.1M -$83.7K -1,100 -3%
PA
1017
Parallel Advisors
California
$3.1M +$234K +3,071 +8%
LFAS
1018
Level Four Advisory Services
Texas
$3.1M -$287K -3,772 -8%
CAM
1019
Cozad Asset Management
Illinois
$3.08M -$86.2K -1,133 -3%
MIS
1020
Morningstar Investment Services
Illinois
$3.07M +$30K +394 +1%
MIC
1021
MU Investments Company
Japan
$3.06M
JWCA
1022
J.W. Coons Advisors
Ohio
$3.06M +$85.2K +1,120 +3%
WIC
1023
Whitegate Investment Counselors
New Hampshire
$3.06M -$21K -276 -0.7%
TFM
1024
TFC Financial Management
Massachusetts
$3.05M
JPMIA
1025
J.P. Marvel Investment Advisors
Massachusetts
$3.05M +$1.67K +22 +0.1%

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.