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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
CIC
1201
Carnegie Investment Counsel
Ohio
$2.22M -$26.3K -346 -1%
SBIA
1202
Sheaff Brock Investment Advisors
Indiana
$2.21M -$395K -5,191 -15%
SIAP
1203
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.21M +$252K +3,308 +13%
RMC
1204
Regis Management Company
California
$2.21M
PT
1205
Plimoth Trust
Massachusetts
$2.2M +$22.4K +294 +1%
CC
1206
Claybrook Capital
Massachusetts
$2.2M -$1.67M -21,946 -43%
MCM
1207
McMillion Capital Management
North Carolina
$2.2M -$6.39K -84 -0.3%
WG
1208
Watchman Group
Texas
$2.2M -$109K -1,434 -5%
HIC
1209
Harvey Investment Company
Kentucky
$2.2M
LJHT
1210
Laurie J. Hall Trustee
$2.19M
AWAP
1211
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.18M -$18.1K -238 -0.8%
PFSC
1212
Peoples Financial Services Corp
Pennsylvania
$2.17M +$113K +1,480 +5%
PMG
1213
Private Management Group
California
$2.17M
MFM
1214
MD Financial Management
Ontario, Canada
$2.17M -$232K -3,044 -10%
EL
1215
EMFO LLC
Florida
$2.17M +$214K +2,816 +11%
MWM
1216
Modera Wealth Management
New Jersey
$2.16M +$14.3K +188 +0.7%
YWP
1217
YorkBridge Wealth Partners
New York
$2.16M +$19.1K +251 +0.9%
BOCM
1218
Bontempo Ohly Capital Management
Maryland
$2.16M -$8.52K -112 -0.4%
SAM
1219
Secure Asset Management
Michigan
$2.15M -$132K -1,732 -6%
RM
1220
Resource Management
Louisiana
$2.15M +$64.7K +851 +3%
AFG
1221
Allegheny Financial Group
Pennsylvania
$2.15M -$108K -1,423 -5%
1WA
1222
180 Wealth Advisors
Washington
$2.14M +$127K +1,664 +6%
BWM
1223
BerganKDV Wealth Management
Minnesota
$2.14M +$127K +1,674 +6%
PRS
1224
Pinkerton Retirement Specialists
Idaho
$2.14M +$110K +1,450 +5%
WG
1225
Welch Group
Alabama
$2.13M +$20.5K +270 +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.