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Merck
MRK

2,903 hedge funds and large institutions have $142B invested in Merck in 2021 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,257 increasing their positions, 960 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 92

58% more call options, than puts

Call options by funds: $3.26B | Put options by funds: $2.06B

31% more repeat investments, than reductions

Existing positions increased: 1,257 | Existing positions reduced: 960

10% more funds holding

Funds holding: 2,648 → 2,903 (+255)

2% more capital invested

Capital invested by funds: $139B → $142B (+$3.32B)

0.53% more ownership

Funds ownership: 72.93% → 73.46% (+0.53%)

26% less funds holding in top 10

Funds holding in top 10: 84 → 62 (-22)

Holders
2,903
Holders Change
+255
Holders Change %
+9.63%
% of All Funds
44.67%
Holding in Top 10
62
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-26.19%
% of All Funds
0.95%
New
387
Increased
1,257
Reduced
960
Closed
92
Calls
$3.26B
Puts
$2.06B
Net Calls
+$1.2B
Net Calls Change
-$14.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$823M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$431M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$278M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$273M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$269M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$481M
2
Franklin Resources
Franklin Resources
California
-$414M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$389M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$229M
5
Goldman Sachs
Goldman Sachs
New York
-$221M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1126
Westover Capital Advisors
Delaware
$2.66M +$100K +1,256 +4%
BAM
1127
Belpointe Asset Management
Nevada
$2.66M +$9.64K +121 +0.4%
SFS
1128
Strategic Financial Services
New York
$2.65M -$47K -590 -2%
SC
1129
Searle & Co
Connecticut
$2.65M – – –
IAS
1130
IMA Advisory Services
Colorado
$2.65M -$185K -2,327 -6%
MPAM
1131
Murphy Pohlad Asset Management
Minnesota
$2.65M -$34.2K -430 -1%
GL
1132
Graypoint LLC
New York
$2.64M +$323K +4,055 +13%
CCC
1133
Chelsea Counsel Company
California
$2.63M – – –
KWM
1134
Keebeck Wealth Management
Illinois
$2.63M +$72.2K +907 +3%
HCA
1135
Harbour Capital Advisors
Virginia
$2.63M +$18.4K +231 +0.7%
AWA
1136
Arete Wealth Advisors
Illinois
$2.61M +$101K +1,274 +4%
SACTSONJ
1137
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.61M – – –
MIC
1138
Means Investment Company
Maine
$2.6M -$140K -1,760 -5%
CHAM
1139
Clear Harbor Asset Management
Connecticut
$2.6M +$32K +402 +1%
SIG
1140
Stonegate Investment Group
Alabama
$2.59M +$2.7M +33,838 New
WT
1141
Washington Trust
Rhode Island
$2.56M -$787K -9,878 -23%
SAM
1142
Synergy Asset Management
Washington
$2.56M -$762K -9,568 -22%
CIC
1143
Carnegie Investment Counsel
Ohio
$2.56M +$306K +3,840 +13%
WPW
1144
Waldron Private Wealth
Pennsylvania
$2.56M +$157K +1,971 +6%
UCI
1145
Uncommon Cents Investing
Wisconsin
$2.55M +$14.3K +179 +0.5%
ST
1146
Spinnaker Trust
Maine
$2.55M -$13.2K -166 -0.5%
LPT
1147
Legacy Private Trust
Wisconsin
$2.54M -$70.9K -890 -3%
AAS
1148
Ameritas Advisory Services
Nebraska
$2.54M +$2.64M +33,162 New
PWMG
1149
Prestige Wealth Management Group
New Jersey
$2.54M +$182K +2,285 +7%
IC
1150
Intersect Capital
California
$2.54M -$1.56M -19,541 -37%
44 45
46
47 48

MRK Hedge Fund Activity: Q4 2021 in Review

2,903 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q4 2021, worth a combined $142B — up 2.4% from $139B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new MRK positions and 92 closed out — a net gain of 295 holders — while 1,257 added to existing stakes and 960 trimmed.

The largest buyer was BlackRock, adding an estimated $823M. The largest seller was Capital International Investors, cutting an estimated $481M.

  • 2,903 institutional investors held Merck (MRK) as of Q4 2021, up from 2,648 in Q3 2021.
  • Funds reported $142B of Merck stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 387 funds opened new Merck positions in Q4 2021 and 92 closed out, a net change of +295 holders.
  • The largest Merck buyer in Q4 2021 was BlackRock, an estimated $823M added.
  • The largest Merck seller in Q4 2021 was Capital International Investors, an estimated $481M sold.

Based on aggregated 13F filings for Q4 2021.