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
CA
1576
Crumly & Associates
Illinois
$1.1M +$259K +3,402 +30%
AIS
1577
AM Investment Strategies
Tennessee
$1.1M -$27.8K -366 -2%
CBT
1578
CoreFirst Bank & Trust
Kansas
$1.1M +$53.6K +705 +5%
AL
1579
Aspiriant LLC
California
$1.1M -$13.8K -181 -1%
CPIA
1580
Cornell Pochily Investment Advisors
New York
$1.1M +$47.1K +619 +4%
BEI
1581
Benjamin Edwards Inc
Missouri
$1.09M +$475K +6,244 +75%
PFBT
1582
Parkside Financial Bank & Trust
Missouri
$1.09M +$25.6K +337 +2%
IA
1583
IFG Advisory
Georgia
$1.09M +$79.4K +1,044 +8%
MCM
1584
McKinley Capital Management
Alaska
$1.09M -$54.3K -714 -5%
CA
1585
Cambridge Advisors
Nebraska
$1.09M +$837 +11 +0.1%
WDG
1586
Wealth Dimensions Group
Ohio
$1.08M +$9.51K +125 +0.9%
DI
1587
Diligent Investors
California
$1.08M
NL
1588
Navalign LLC
California
$1.08M +$97.9K +1,287 +10%
CPIG
1589
Chicago Partners Investment Group
Illinois
$1.08M +$49.4K +649 +5%
RIG
1590
Renaissance Investment Group
Massachusetts
$1.07M -$189K -2,489 -15%
LWMG
1591
Levy Wealth Management Group
Pennsylvania
$1.07M +$532 +7 +0%
WA
1592
Wealth Architects
California
$1.07M +$30.1K +396 +3%
KWA
1593
KCS Wealth Advisory
California
$1.07M +$59.1K +777 +6%
BIA
1594
Barry Investment Advisors
Massachusetts
$1.07M +$41.1K +541 +4%
BSA
1595
Bull Street Advisors
Georgia
$1.07M
RWM
1596
Ritholtz Wealth Management
New York
$1.06M +$94.2K +1,238 +10%
AWE
1597
Avidian Wealth Enterprises
Texas
$1.06M +$174K +2,282 +19%
CF
1598
Centaurus Financial
California
$1.06M +$92.9K +1,222 +9%
BA
1599
Bridgewater Advisors
New York
$1.06M +$21.4K +282 +2%
CFS
1600
CRA Financial Services
New Jersey
$1.06M +$17.3K +228 +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.