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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
DDPIC
2026
Deroy & Devereaux Private Investment Counsel
Michigan
$478K -$9.93M -130,623 -95%
FNBSF
2027
First National Bank Sioux Falls
South Dakota
$477K
MIM
2028
Moseley Investment Management
Florida
$477K +$35.3K +464 +9%
PWM
2029
Paulson Wealth Management
Illinois
$476K -$11.7K -154 -2%
WTFG
2030
Wells Trecaso Financial Group
Ohio
$476K -$7.61K -100 -2%
BPWM
2031
Badgley Phelps Wealth Managers
Washington
$475K +$481K +6,328 New
WA
2032
Waddell & Associates
Tennessee
$473K +$228 +3 +0%
FFA
2033
Fragasso Financial Advisors
Pennsylvania
$472K -$9.36K -123 -2%
ONST
2034
Old North State Trust
North Carolina
$472K
SWM
2035
Sugarloaf Wealth Management
Georgia
$472K +$761 +10 +0.2%
PCM
2036
Pennsylvania Capital Management
Pennsylvania
$471K -$25.9K -341 -6%
EAM
2037
Evanson Asset Management
California
$471K +$989 +13 +0.2%
PCM
2038
Princeton Capital Management
New Jersey
$470K +$3.8K +50 +0.8%
CF
2039
Copperwynd Financial
Arizona
$470K +$18.5K +243 +4%
CWM
2040
Chesapeake Wealth Management
Virginia
$469K -$62.7K -825 -12%
CCM
2041
Coerente Capital Management
Ontario, Canada
$468K
PP
2042
Patron Partners
Texas
$468K +$25.3K +333 +6%
RWB
2043
RMR Wealth Builders
New Jersey
$467K -$209K -2,751 -31%
AAM
2044
AMI Asset Management
California
$467K +$3.35K +44 +0.7%
MSR
2045
Main Street Research
Connecticut
$466K +$30.4K +400 +7%
BSB
2046
Bangor Savings Bank
Maine
$464K -$9.43K -124 -2%
SFS
2047
Summit Financial Strategies
Ohio
$464K +$18.8K +247 +4%
AIA
2048
Alera Investment Advisors
Illinois
$463K +$76 +1 +0%
RCM
2049
RB Capital Management
Nevada
$463K +$2.66K +35 +0.6%
HFP
2050
Holistic Financial Partners
Indiana
$463K +$39.5K +520 +9%

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.