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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
IWA
2051
Intercontinental Wealth Advisors
Texas
$462K -$37.3K -490 -7%
CAG
2052
Curtis Advisory Group
California
$461K -$20.3K -267 -4%
AMC
2053
Asset Management Corp
Illinois
$460K -$24.7K -325 -5%
LA
2054
Legacy Advisors
Pennsylvania
$460K +$25.9K +341 +6%
MA
2055
MJP Associates
Connecticut
$458K +$9.05K +119 +2%
WAG
2056
Winthrop Advisory Group
Massachusetts
$458K +$17.2K +226 +4%
RHJA
2057
Rice Hall James & Associates
California
$457K -$32.6K -428 -7%
FDS
2058
First Dallas Securities
Texas
$456K -$861K -11,321 -65%
CFO
2059
CVA Family Office
Colorado
$455K -$144K -1,888 -26%
AC
2060
Addison Capital
Pennsylvania
$455K -$11.4K -150 -2%
LSA
2061
Leonteq Securities AG
Switzerland
$455K -$1.24M -16,366 -73%
CCM
2062
Condor Capital Management
New Jersey
$454K -$4.11K -54 -0.9%
QAM
2063
QCI Asset Management
New York
$454K +$761 +10 +0.2%
AP
2064
Advisors Preferred
Maryland
$454K +$3.58K +47 +0.8%
LIP
2065
Liontrust Investment Partners
United Kingdom
$454K +$459K +6,040 New
MA
2066
MONECO Advisors
Connecticut
$453K +$98.2K +1,291 +27%
SPC
2067
Stewart & Patten Company
California
$452K -$15.3K -201 -3%
BDWM
2068
Brewin Dolphin Wealth Management
Ireland
$451K
LIM
2069
Lathrop Investment Management
Arkansas
$449K -$13K -171 -3%
SAA
2070
Southeast Asset Advisors
Georgia
$448K -$18.9K -249 -4%
BFC
2071
Bedel Financial Consulting
Indiana
$448K
BLAM
2072
Bourne Lent Asset Management
New York
$448K
CCM
2073
Cohen Capital Management
California
$448K
HCM
2074
Hollencrest Capital Management
California
$448K
HI
2075
Hoey Investments
Pennsylvania
$447K -$2.51K -33 -0.6%

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.