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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
EPFB
101
Employees Provident Fund Board
Malaysia
$197M +$8.59M +112,884 +4%
Brown Advisory
102
Brown Advisory
Maryland
$190M +$15.9M +209,604 +9%
EIP
103
Epoch Investment Partners
New York
$188M +$10.2M +134,414 +6%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$186M -$71.3M -937,353 -27%
Prudential Financial
105
Prudential Financial
New Jersey
$184M -$4.39M -57,774 -2%
Axa
106
Axa
France
$183M -$8.54M -112,249 -4%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$183M -$9.24M -121,520 -5%
HighTower Advisors
108
HighTower Advisors
Illinois
$182M +$5.77M +75,827 +3%
Point72 Asset Management
109
Point72 Asset Management
Connecticut
$179M +$64.9M +853,900 +56%
CCM
110
Cullen Capital Management
New York
$177M +$2.49M +32,735 +1%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$174M +$6.49M +85,333 +4%
Capital Research Global Investors
112
Capital Research Global Investors
California
$174M +$94K +1,236 +0.1%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$170M +$96.6M +1,270,328 +128%
TIM
114
Thornburg Investment Management
New Mexico
$167M +$13.3M +174,395 +9%
SO
115
STRS Ohio
Ohio
$165M -$2.58M -33,984 -2%
MAMU
116
Marathon Asset Management (UK)
United Kingdom
$162M -$4.92M -64,660 -3%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$158M -$1.99M -26,126 -1%
M&T Bank
118
M&T Bank
New York
$157M -$2.22M -29,177 -1%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$154M +$3.66M +48,143 +2%
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
$149M +$5.53M +72,702 +4%
Parnassus Investments
121
Parnassus Investments
California
$147M +$19M +249,631 +15%
AT
122
AMF Tjänstepension
Sweden
$146M -$143M -1,883,740 -49%
N
123
Natixis
France
$146M -$20.4M -268,753 -12%
Acadian Asset Management
124
Acadian Asset Management
Massachusetts
$146M +$47.2M +620,144 +47%
LPL Financial
125
LPL Financial
California
$144M +$9.9M +130,217 +7%

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.