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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
MCAI
1276
Members Capital Advisors Inc
Wisconsin
$1.96M +$298K +3,916 +18%
SB
1277
Sunflower Bank
Texas
$1.94M +$52.2K +687 +3%
NPP
1278
New Potomac Partners
Maryland
$1.94M +$51K +670 +3%
LWM
1279
Laidlaw Wealth Management
New York
$1.94M +$182K +2,396 +10%
AII
1280
AGF Investments Inc
Ontario, Canada
$1.93M +$134K +1,757 +7%
RCAG
1281
Rehmann Capital Advisory Group
Michigan
$1.93M -$15.6K -205 -0.8%
NP
1282
NorthRock Partners
Minnesota
$1.93M +$173K +2,276 +10%
1IA
1283
1834 Investment Advisors
Wisconsin
$1.92M +$2.51K +33 +0.1%
MAM
1284
Morse Asset Management
Connecticut
$1.92M
WSC
1285
Wellington Shields & Co
New York
$1.91M +$76.1K +1,000 +4%
FIM
1286
Freedom Investment Management
Connecticut
$1.91M -$26.6K -350 -1%
FCMT
1287
Founders Capital Management (Texas)
Texas
$1.91M -$158K -2,075 -8%
APWA
1288
Atlas Private Wealth Advisors
New Jersey
$1.9M +$94.8K +1,246 +5%
ATPW
1289
Ashton Thomas Private Wealth
Arizona
$1.9M +$403K +5,296 +26%
SBL
1290
Sargent Bickham Lagudis
Colorado
$1.9M -$11K -144 -0.6%
CFN
1291
Cordasco Financial Network
Florida
$1.9M +$1.98K +26 +0.1%
AF
1292
Allworth Financial
California
$1.9M +$164K +2,159 +9%
OPS
1293
Orion Portfolio Solutions
Nebraska
$1.9M +$519K +6,826 +37%
RTC
1294
Riverview Trust Company
Washington
$1.89M -$63.4K -833 -3%
DIM
1295
DC Investments Management
Virginia
$1.89M +$1.46M +19,140 +315%
NG
1296
Northstar Group
New York
$1.89M +$133K +1,750 +7%
BTWM
1297
Baker Tilly Wealth Management
Wisconsin
$1.89M +$165K +2,166 +9%
GWI
1298
Grace & White Inc
New York
$1.89M
WOC
1299
West Oak Capital
California
$1.89M +$50.2K +660 +3%
WFAG
1300
Wescott Financial Advisory Group
Pennsylvania
$1.89M -$39.5K -520 -2%

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.