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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
GL
1176
Graypoint LLC
New York
$2.28M +$155K +2,044 +7%
EVM
1177
Evelyn V. Moreno
$2.28M -$22.8K -300 -1%
NPT
1178
Nixon Peabody Trust
Massachusetts
$2.27M +$188K +2,475 +9%
VWA
1179
V Wealth Advisors
Kansas
$2.27M +$92.6K +1,218 +4%
APA
1180
American Portfolios Advisors
New York
$2.27M -$21K -276 -0.9%
IA
1181
IFP Advisors
Florida
$2.27M +$386K +5,072 +20%
BFC
1182
Blue Fin Capital
Rhode Island
$2.27M -$13.5K -177 -0.6%
SCA
1183
Strategic Capital Advisers
Colorado
$2.26M +$618K +8,131 +37%
FBT
1184
First Bankers Trust
Kentucky
$2.26M -$317K -4,163 -12%
TFS
1185
TrustCore Financial Services
Tennessee
$2.26M -$456 -6 -0%
AWM
1186
Aries Wealth Management
Maine
$2.25M
CSS
1187
Cubist Systematic Strategies
Connecticut
$2.25M -$702K -9,224 -24%
SP
1188
SWS Partners
Ohio
$2.25M +$554K +7,285 +32%
ST
1189
Smithfield Trust
Pennsylvania
$2.25M -$38K -500 -2%
IC
1190
Inscription Capital
Texas
$2.24M -$4.04M -53,170 -64%
P
1191
Pitcairn
Pennsylvania
$2.24M -$336K -4,423 -13%
CIC
1192
Chilton Investment Company
Connecticut
$2.24M +$179K +2,360 +9%
HI
1193
Harbour Investments
Wisconsin
$2.24M +$129K +1,702 +6%
SNT
1194
Security National Trust
West Virginia
$2.23M
FPB
1195
First PREMIER Bank
South Dakota
$2.23M +$16K +210 +0.7%
SFP
1196
Shepherd Financial Partners
Massachusetts
$2.23M -$20.1K -264 -0.9%
SC
1197
Stolper & Co
Oklahoma
$2.23M +$43.7K +575 +2%
BL
1198
BFSG LLC
California
$2.22M -$20.5K -270 -0.9%
WWA
1199
WC Walker & Associates
California
$2.22M +$74K +973 +3%
AF
1200
Advisornet Financial
Minnesota
$2.22M -$1.09M -14,395 -33%

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.