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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
CSPIA
1101
Cary Street Partners Investment Advisory
Virginia
$2.66M -$83.4K -1,097 -3%
SFS
1102
Strategic Financial Services
New York
$2.64M -$70.8K -931 -3%
PAM
1103
Premier Asset Management
Illinois
$2.64M +$953K +12,530 +56%
PAM
1104
Paradigm Asset Management
New York
$2.64M -$129K -1,700 -5%
WKWM
1105
Walter & Keenan Wealth Management
Indiana
$2.64M -$61.1K -803 -2%
CCA
1106
Cobblestone Capital Advisors
New York
$2.63M -$146K -1,923 -5%
DIA
1107
Dean Investment Associates
Ohio
$2.63M +$68.1K +896 +3%
MPAM
1108
Murphy Pohlad Asset Management
Minnesota
$2.63M -$275K -3,610 -9%
FM
1109
Foster & Motley
Ohio
$2.62M -$113K -1,488 -4%
HIC
1110
Holderness Investments Company
North Carolina
$2.61M +$1.14K +15 +0%
SC
1111
Searle & Co
Connecticut
$2.6M +$732K +9,621 +39%
BAM
1112
Belpointe Asset Management
Nevada
$2.59M +$169K +2,224 +7%
LJAC
1113
L.J. Altfest & Co
New York
$2.59M +$28.5K +375 +1%
RDWM
1114
Red Door Wealth Management
Tennessee
$2.59M +$419K +5,512 +19%
DCM
1115
Dupont Capital Management
Delaware
$2.58M -$3.18M -41,845 -55%
CCC
1116
Chelsea Counsel Company
California
$2.58M -$18.3K -240 -0.7%
PAM
1117
Pegasus Asset Management
New York
$2.58M +$102K +1,346 +4%
AWA
1118
Arete Wealth Advisors
Illinois
$2.56M +$33.6K +442 +1%
HH
1119
Hilltop Holdings
Texas
$2.56M +$362K +4,756 +16%
APF
1120
Alaska Permanent Fund
Alaska
$2.56M
FLI
1121
Family Legacy Inc
South Carolina
$2.56M +$3.58K +47 +0.1%
LPT
1122
Legacy Private Trust
Wisconsin
$2.56M +$57.3K +753 +2%
HCA
1123
Harbour Capital Advisors
Virginia
$2.56M +$57K +750 +2%
LIA
1124
LS Investment Advisors
Michigan
$2.56M
SACTSONJ
1125
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.55M

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.