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
SFO
1926
Stokes Family Office
Louisiana
$582K -$10.4K -137 -2%
CHA
1927
Carmichael Hill & Associates
Maryland
$581K +$4.64K +61 +0.8%
JWA
1928
JFS Wealth Advisors
Pennsylvania
$581K +$29K +381 +5%
SFI
1929
SPC Financial Inc
Maryland
$581K +$32.4K +426 +6%
WAAG
1930
Wealth Alliance Advisory Group
Kansas
$578K +$1.29K +17 +0.2%
IP
1931
Intellectus Partners
California
$577K +$41K +539 +8%
PCMM
1932
Piedmont Capital Management (Montana)
Montana
$576K +$122K +1,602 +26%
TCM
1933
Traynor Capital Management
Pennsylvania
$574K -$56.4K -742 -9%
FAM
1934
Fenimore Asset Management
New York
$574K -$14.2K -187 -2%
CA
1935
Claro Advisors
Massachusetts
$574K +$25.7K +338 +5%
Pzena Investment Management
1936
Pzena Investment Management
New York
$572K
LBD
1937
Landsberg Bennett & Dubbaneh
Florida
$571K -$18.8K -247 -3%
CP
1938
Camelot Portfolios
Ohio
$570K -$267K -3,514 -32%
VAM
1939
Verity Asset Management
North Carolina
$570K -$53.8K -708 -9%
VC
1940
Vestor Capital
Illinois
$570K
PCMC
1941
Paragon Capital Management (Colorado)
Colorado
$568K -$27.7K -364 -5%
DE
1942
Day & Ennis
Georgia
$568K -$19.9K -262 -3%
RWI
1943
Red Wave Investments
Pennsylvania
$568K -$913 -12 -0.2%
AI
1944
ArchPoint Investors
Florida
$566K +$569K +7,477 New
MCM
1945
MV Capital Management
Maryland
$565K +$24.7K +325 +5%
MPW
1946
Monterey Private Wealth
California
$564K +$7.15K +94 +1%
VST
1947
Van Strum & Towne
California
$563K
PWA
1948
Phoenix Wealth Advisors
North Carolina
$562K +$38.6K +508 +7%
TAM
1949
Townsend Asset Management
North Carolina
$561K -$18.9K -249 -3%
Jacobs Levy Equity Management
1950
Jacobs Levy Equity Management
New Jersey
$561K +$76.4K +1,005 +16%

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.