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
CQS
1776
Credential Qtrade Securities
$768K +$113K +1,490 +17%
ARMT
1777
Amica Retiree Medical Trust
Rhode Island
$768K -$599K -7,871 -43%
WWM
1778
Windsor Wealth Management
Indiana
$768K -$21.9K -288 -3%
PCG
1779
Private Capital Group
Connecticut
$768K +$90.8K +1,194 +13%
CAMG
1780
CWA Asset Management Group
Florida
$767K -$5.55M -72,940 -88%
HPWM
1781
Highland Private Wealth Management
Washington
$766K +$2.21K +29 +0.3%
GIP
1782
Granite Investment Partners
California
$763K +$10.3K +135 +1%
SFM
1783
Signet Financial Management
New Jersey
$763K +$28.5K +375 +4%
BHIC
1784
Bassett Hargrove Investment Counsel
Delaware
$758K
FBB
1785
Fulton Breakefield Broenniman
Maryland
$757K -$45.6K -600 -6%
WAM
1786
WNY Asset Management
New York
$754K +$78.3K +1,030 +11%
HCM
1787
Hall Capital Management
Rhode Island
$753K -$5.93K -78 -0.8%
EHWM
1788
Eads & Heald Wealth Management
Georgia
$752K -$159K -2,085 -17%
FIM
1789
Fruth Investment Management
Texas
$750K
BI
1790
Berkeley Inc
Idaho
$745K +$33.7K +443 +5%
DFG
1791
Demars Financial Group
Washington
$740K +$278K +3,659 +59%
SIG
1792
Sargent Investment Group
Maryland
$735K +$4.56K +60 +0.6%
CST
1793
Charles Schwab Trust
Nevada
$733K -$37K -486 -5%
AA
1794
AlphaCentric Advisors
Puerto Rico
$732K -$171K -2,250 -19%
BOM
1795
Bank of Marin
California
$732K -$14.1K -186 -2%
HWA
1796
HHM Wealth Advisors
Tennessee
$732K -$6.77K -89 -0.9%
SCM
1797
Seascape Capital Management
New Hampshire
$730K +$165K +2,168 +29%
FF
1798
FourThought Financial
Florida
$729K -$14.8K -194 -2%
GAMC
1799
Garner Asset Management Corp
Texas
$727K +$3.12K +41 +0.4%
CA
1800
Calton & Associates
Florida
$726K -$123K -1,615 -14%

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.