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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
SW
1376
SlateStone Wealth
Florida
$1.63M -$38K -500 -2%
CRB
1377
Chad R. Baker
$1.63M
LOIM
1378
Liberty One Investment Management
Illinois
$1.63M +$95.8K +1,259 +6%
CCG
1379
Ceeto Capital Group
Florida
$1.63M +$532K +7,000 +48%
BCCM
1380
Bridge Creek Capital Management
Massachusetts
$1.62M +$145K +1,901 +10%
AAM
1381
Arabesque Asset Management
United Kingdom
$1.62M +$1.64M +21,617 New
ROTUOC
1382
Regents of the University of California
California
$1.62M
B
1383
Barings
North Carolina
$1.62M +$389K +5,109 +31%
SRC
1384
Shufro Rose & Co
New York
$1.61M -$114K -1,500 -7%
BHBT
1385
Burke & Herbert Bank & Trust
Virginia
$1.61M +$8.59K +113 +0.5%
CMO
1386
Covenant Multifamily Offices
Texas
$1.61M +$113K +1,490 +8%
PA
1387
Probity Advisors
Texas
$1.6M +$79.8K +1,049 +5%
BHB
1388
Bank Hapoalim BM
Israel
$1.6M +$121K +1,594 +8%
DMC
1389
Drexel Morgan & Co
Pennsylvania
$1.59M -$105K -1,386 -6%
KA
1390
Kovack Advisors
Florida
$1.59M +$94.1K +1,237 +6%
FANJ
1391
Financial Architects (New Jersey)
New Jersey
$1.59M +$13.9K +183 +0.9%
FC
1392
Forte Capital
New York
$1.59M -$93.4K -1,228 -5%
EFSCE
1393
Enterprise Financial Services Corp (EFSC)
Missouri
$1.59M +$136K +1,791 +9%
HTHT
1394
Hemenway Trust Hemenway Trust
New Hampshire
$1.58M -$51.3K -675 -3%
JWM
1395
Jeppson Wealth Management
California
$1.58M +$13.4K +176 +0.8%
KF
1396
Krilogy Financial
Missouri
$1.58M +$39.1K +514 +3%
AIA
1397
Angeles Investment Advisors
California
$1.58M +$667K +8,767 +72%
BMCM
1398
Bryn Mawr Capital Management
Pennsylvania
$1.56M +$2.81K +37 +0.2%
WTB
1399
Washington Trust Bank
Washington
$1.56M +$295K +3,883 +23%
WAP
1400
Wealthcare Advisory Partners
Pennsylvania
$1.56M +$109K +1,430 +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.