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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
MPIM
1051
McGinn Penninger Investment Management
Virginia
$2.86M +$5.32K +70 +0.2%
DSC
1052
Duncker Streett & Co
Missouri
$2.86M +$56.7K +745 +2%
NIM
1053
Nicollet Investment Management
Minnesota
$2.85M -$10.9K -143 -0.4%
FIM
1054
FWL Investment Management
Texas
$2.85M +$2.89M +38,003 New
BBWA
1055
Bell & Brown Wealth Advisors
California
$2.85M +$2.88M +37,929 New
AIA
1056
Affinity Investment Advisors
California
$2.85M +$375K +4,934 +15%
IC
1057
IEQ Capital
California
$2.84M +$306K +4,018 +12%
CRIG
1058
Charter Research & Investment Group
Connecticut
$2.83M +$15.2K +200 +0.5%
M
1059
Mirova
France
$2.82M +$260K +3,414 +10%
SIA
1060
SeaBridge Investment Advisors
New Jersey
$2.82M +$18.6K +245 +0.7%
DJSG
1061
D.J. St. Germain
Massachusetts
$2.82M -$65.6K -863 -2%
WGAM
1062
Wilkinson Global Asset Management
New York
$2.82M +$33.5K +440 +1%
OIA
1063
OneDigital Investment Advisors
Kansas
$2.81M +$152K +2,002 +6%
HVIA
1064
Hudson Valley Investment Advisors
New York
$2.81M -$274K -3,598 -9%
LW
1065
Linscomb Wealth
Texas
$2.81M -$42.1K -553 -1%
NFG
1066
Next Financial Group
Texas
$2.8M -$203K -2,674 -7%
HCA
1067
Horan Capital Advisors
Ohio
$2.79M +$45.6K +600 +2%
SSG
1068
Summit Securities Group
New York
$2.78M -$1.01M -13,260 -26%
DIP
1069
DT Investment Partners
Pennsylvania
$2.78M +$462K +6,081 +20%
IAS
1070
IMA Advisory Services
Colorado
$2.77M -$2.59K -34 -0.1%
CIM
1071
CCLA Investment Management
United Kingdom
$2.77M +$375K +4,929 +15%
WMSA
1072
Weiss Multi-Strategy Advisers
New York
$2.76M +$1.85M +24,302 +195%
MWA
1073
Meridian Wealth Advisors
Texas
$2.75M +$109K +1,435 +4%
PGAM
1074
Princeton Global Asset Management
New Jersey
$2.75M -$13.9K -183 -0.5%
HW
1075
Hancock Whitney
Mississippi
$2.74M -$185K -2,435 -6%

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.