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
UAML
1851
US Asset Management LLC
Pennsylvania
$665K +$673K +8,849 New
AIP
1852
Almanack Investment Partners
Pennsylvania
$664K +$107K +1,411 +19%
STA
1853
Summit Trail Advisors
New York
$663K +$109K +1,431 +20%
MCWS
1854
McKinley Carter Wealth Services
West Virginia
$661K -$123K -1,620 -16%
ACA
1855
Aptus Capital Advisors
Alabama
$660K -$2.33M -30,585 -78%
OCG
1856
Opus Capital Group
Ohio
$660K -$189K -2,482 -22%
VFA
1857
Voya Financial Advisors
Connecticut
$659K -$13.4K -176 -2%
FCB
1858
First Command Bank
Texas
$658K -$27.4K -360 -4%
FCFS
1859
First Command Financial Services
Texas
$658K -$27.4K -360 -4%
GWM
1860
GSB Wealth Management
Connecticut
$657K -$2.54M -33,340 -79%
FFG
1861
Frisch Financial Group
New York
$656K -$25.3K -332 -4%
BC
1862
Belmont Capital
California
$656K
HWA
1863
Heartwood Wealth Advisors
Virginia
$654K +$20.3K +267 +3%
SWA
1864
Sax Wealth Advisors
New Jersey
$652K +$282K +3,705 +74%
WW
1865
Westshore Wealth
California
$651K -$6.65M -87,414 -91%
PBO
1866
Peoples Bank (Ohio)
Ohio
$650K -$15.8K -208 -2%
GLA
1867
Good Life Advisors
Pennsylvania
$648K -$179K -2,353 -21%
MIH
1868
Meitav Investment House
Israel
$645K -$1.22M -16,037 -65%
FCFC
1869
First Commonwealth Financial Corp
Pennsylvania
$645K +$17.6K +231 +3%
TAIM
1870
TD Ameritrade Investment Management
Nebraska
$642K -$208K -2,740 -26%
FWM
1871
Focused Wealth Management
New York
$641K +$2.51K +33 +0.4%
JFA
1872
JNBA Financial Advisors
Minnesota
$640K +$60.1K +790 +10%
TC
1873
TAP Consulting
Missouri
$639K -$1.37K -18 -0.2%
EA
1874
Elm Advisors
California
$638K -$6.54K -86 -1%
T
1875
TOBAM
France
$638K

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.