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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
IAIM
1226
International Assets Investment Management
Florida
$2.13M +$965K +12,685 +81%
MYIA
1227
Mount Yale Investment Advisors
Colorado
$2.12M +$586K +7,701 +37%
CIAS
1228
Capital Investment Advisory Services
North Carolina
$2.12M -$165K -2,171 -7%
AIC
1229
Ameritas Investment Company
Nebraska
$2.11M +$1.28M +16,787 +148%
NERM
1230
New England Research & Management
Illinois
$2.1M -$3.8K -50 -0.2%
MFW
1231
Meristem Family Wealth
Minnesota
$2.1M +$680K +8,940 +47%
PG
1232
Patten Group
Tennessee
$2.09M -$181K -2,374 -8%
JCM
1233
Janney Capital Management
Pennsylvania
$2.09M -$62.1K -817 -3%
CFMC
1234
Curbstone Financial Management Corp
New Hampshire
$2.09M +$31K +408 +1%
HVP
1235
Hudson Value Partners
Florida
$2.08M +$25.1K +330 +1%
FA
1236
FMA Advisory
Pennsylvania
$2.08M -$348K -4,573 -14%
DI
1237
DAGCO Inc
Ohio
$2.07M -$236K -3,100 -10%
ADL
1238
Asset Dedication LLC
California
$2.07M +$4.26K +56 +0.2%
XT
1239
XTX Topco
Cayman Islands
$2.06M +$2.09M +27,490 New
MFA
1240
Mayflower Financial Advisors
Massachusetts
$2.06M -$554K -7,284 -22%
NAM
1241
NTV Asset Management
West Virginia
$2.06M +$183K +2,404 +10%
LPIC
1242
LeJeune Puetz Investment Counsel
Michigan
$2.06M +$487K +6,407 +31%
HL
1243
HeadInvest LLC
Maine
$2.05M -$12.8K -168 -0.6%
IB
1244
Intrust Bank
Kansas
$2.05M +$138K +1,821 +7%
SC
1245
SouthState Corp
Florida
$2.05M -$123K -1,619 -6%
FAM
1246
Fred Alger Management
New York
$2.05M
FMBTD
1247
First Midwest Bank Trust Division
Illinois
$2.04M -$455K -5,988 -18%
HIP
1248
HUB Investment Partners
Texas
$2.03M +$109K +1,427 +6%
EP
1249
Edgestream Partners
New Jersey
$2.03M +$1.44M +18,905 +232%
EL
1250
Essex LLC
Illinois
$2.03M +$2.05M +27,006 New

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.