We are live on ! Find out more

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
MFP
1501
Meridian Financial Partners
Virginia
$1.3M +$57.6K +758 +5%
WA1
1502
Wimmer Associates 1
California
$1.3M -$99.3K -1,305 -7%
QPWM
1503
Quadrant Private Wealth Management
Pennsylvania
$1.3M -$12.9K -169 -1%
CCM
1504
Community Capital Management
Florida
$1.29M
EWM
1505
Evermay Wealth Management
Virginia
$1.29M -$297K -3,910 -19%
RFG
1506
Range Financial Group
Oregon
$1.29M +$79.6K +1,047 +7%
JIC
1507
Joel Isaacson & Co
New York
$1.29M -$3.65K -48 -0.3%
BEC
1508
Blue Edge Capital
Virginia
$1.28M
CA
1509
Continental Advisors
Utah
$1.28M -$236K -3,100 -15%
RMC
1510
Resources Management Corp
Connecticut
$1.28M -$2.28K -30 -0.2%
MSFS
1511
Main Street Financial Solutions
Pennsylvania
$1.28M +$131K +1,727 +11%
FHB
1512
First Hawaiian Bank
Hawaii
$1.27M +$61.1K +803 +5%
CGA
1513
Crescent Grove Advisors
Illinois
$1.27M +$3.73K +49 +0.3%
DAM
1514
Doheny Asset Management
California
$1.27M -$152K -1,995 -11%
CWM
1515
Centric Wealth Management
Illinois
$1.27M +$23.9K +314 +2%
DC
1516
DeDora Capital
California
$1.27M +$57K +749 +5%
PCP
1517
Proficio Capital Partners
Massachusetts
$1.25M +$11.1K +146 +0.9%
TWI
1518
Thomas White International
Illinois
$1.25M
ZCA
1519
Zeke Capital Advisors
Pennsylvania
$1.25M +$57.6K +758 +5%
DCM
1520
Davidson Capital Management
Texas
$1.25M +$46.5K +612 +4%
PWM
1521
PBMares Wealth Management
Virginia
$1.24M
MPPW
1522
Mitchell & Pahl Private Wealth
Oklahoma
$1.24M -$8.21K -108 -0.6%
CCM
1523
Cribstone Capital Management
Maine
$1.24M +$244K +3,207 +24%
WIS
1524
Wright Investors Service
Connecticut
$1.23M -$822K -10,808 -40%
EGA
1525
E&G Advisors
Texas
$1.23M +$1.24M +16,359 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.