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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
IA
1301
Insight Advisors
Pennsylvania
$1.87M +$39.8K +523 +3%
Hudson Bay Capital Management
1302
Hudson Bay Capital Management
Connecticut
$1.87M -$1.53M -20,135 -45%
PA
1303
PFG Advisors
Arizona
$1.86M -$57.4K -755 -3%
KFGK
1304
Keystone Financial Group (Kentucky)
Kentucky
$1.86M +$10.7K +141 +0.6%
FG
1305
Fiduciary Group
Georgia
$1.85M +$10.1K +133 +0.6%
FNB
1306
Farmers National Bank
Kentucky
$1.85M +$1.72M +22,618 New
9WM
1307
9258 Wealth Management
Ohio
$1.85M +$22.2K +292 +1%
SSWM
1308
Sheets Smith Wealth Management
North Carolina
$1.85M +$54.6K +718 +3%
W
1309
Wealthquest
Ohio
$1.85M -$111K -1,461 -6%
CPO
1310
Cerity Partners OCIO
New York
$1.84M -$3.21M -42,201 -63%
TAM
1311
Trust Asset Management
Texas
$1.84M +$123K +1,618 +7%
WP
1312
WMS Partners
Maryland
$1.84M +$272K +3,570 +17%
GWCM
1313
Godshalk Welsh Capital Management
Pennsylvania
$1.83M -$36.1K -475 -2%
MWM
1314
Mission Wealth Management
California
$1.83M -$6.24K -82 -0.3%
TPA
1315
Trivium Point Advisory
Connecticut
$1.83M -$38.8K -510 -2%
CCM
1316
Compton Capital Management
Rhode Island
$1.82M +$110K +1,450 +6%
BCM
1317
Buckhead Capital Management
Georgia
$1.82M +$136K +1,785 +8%
HWA
1318
HCR Wealth Advisors
California
$1.82M -$17.8K -234 -1%
MYLI
1319
Meiji Yasuda Life Insurance
Japan
$1.81M -$237K -3,120 -11%
BWA
1320
BDO Wealth Advisors
Florida
$1.81M +$113K +1,487 +7%
CTFG
1321
Capstone Triton Financial Group
Oklahoma
$1.81M +$156K +2,057 +10%
HI
1322
Human Investing
Oregon
$1.8M -$6.69K -88 -0.4%
MJP
1323
Michael J. Puzo
$1.8M
JWBC
1324
John W. Bristol & Co
New York
$1.79M
SCA
1325
Sippican Capital Advisors
Massachusetts
$1.79M +$108K +1,420 +6%

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.