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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
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$115M -$5.99M -78,807 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
152
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$114M +$35.8M +470,149 +45%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$114M +$17.6M +231,650 +10%
SAM
154
Storebrand Asset Management
Norway
$113M -$1.71M -22,492 -1%
RFC
155
Regions Financial Corp
Alabama
$113M -$279K -3,669 -0.2%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$113M -$1.46M -19,187 -1%
CCM
157
Camber Capital Management
Massachusetts
$113M
Renaissance Technologies
158
Renaissance Technologies
New York
$113M +$56.3M +740,200 +98%
State of New Jersey Common Pension Fund D
159
State of New Jersey Common Pension Fund D
New Jersey
$112M -$764K -10,049 -0.7%
SCM
160
Shapiro Capital Management
Georgia
$110M +$36.3M +477,771 +49%
BIP
161
Brandes Investment Partners
California
$109M +$3.42M +45,015 +3%
Asset Management One
162
Asset Management One
Japan
$106M -$2.46M -32,405 -2%
KBC Group
163
KBC Group
Belgium
$104M -$297M -3,910,830 -74%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$103M +$3.02M +39,745 +3%
FMI
165
Factory Mutual Insurance
Massachusetts
$103M +$3.24M +42,600 +3%
DWA
166
Douglass Winthrop Advisors
New York
$101M +$511K +6,725 +0.5%
CIC
167
Crawford Investment Counsel
Georgia
$101M +$2.37M +31,136 +2%
Ninety One (UK)
168
Ninety One (UK)
United Kingdom
$100M +$968K +12,730 +1%
Mariner
169
Mariner
Kansas
$93.5M +$9.69M +127,400 +11%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$90.6M -$6.19M -81,361 -6%
PI
171
PGGM Investments
Netherlands
$89.2M -$12.7M -166,996 -12%
Artisan Partners
172
Artisan Partners
Wisconsin
$87.6M -$899K -11,826 -1%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$86.1M +$8.12M +106,715 +10%
Connor, Clark & Lunn Investment Management (CC&L)
174
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$84.6M +$58.3M +766,591 +213%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$83.2M +$233K +3,070 +0.3%

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.