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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
CA
2076
Cortland Associates
Missouri
$447K
LWA
2077
Lineweaver Wealth Advisors
Ohio
$445K +$90.7K +1,192 +25%
JLBC
2078
J.L. Bainbridge & Co
Florida
$443K
AWM
2079
Altus Wealth Management
Kentucky
$443K +$3.5K +46 +0.8%
SMH
2080
Sanders Morris Harris
Texas
$442K -$1.22M -16,000 -74%
JSL
2081
JT Stratford LLC
Georgia
$442K -$6.77K -89 -1%
GC
2082
Gratus Capital
Georgia
$442K +$2.81K +37 +0.6%
CIA
2083
Cohen Investment Advisors
New Hampshire
$442K +$3.35K +44 +0.8%
QI
2084
Qtron Investments
Massachusetts
$438K -$227K -2,981 -34%
CH
2085
Canton Hathaway
Rhode Island
$437K +$39.5K +520 +10%
SAM
2086
S.A. Mason
Michigan
$436K +$75.1K +988 +21%
DFA
2087
DHJJ Financial Advisors
Illinois
$434K
LFA
2088
Landmark Financial Advisors
Kentucky
$434K
FTC
2089
Farmers Trust Company
Ohio
$432K
TP
2090
Tranquility Partners
Tennessee
$432K +$164K +2,152 +60%
SN
2091
Sittner & Nelson
Oregon
$429K +$41.8K +550 +11%
AWM
2092
Avior Wealth Management
Nebraska
$427K +$29.1K +383 +7%
CPSC
2093
Carl P. Sherr & Co
Massachusetts
$426K -$32.8K -431 -7%
Members Trust
2094
Members Trust
Florida
$423K +$25.2K +331 +6%
MIC
2095
Meridian Investment Counsel
California
$422K
PCTC
2096
Perkins Coie Trust Company
Washington
$421K -$41.1K -540 -9%
PO
2097
Private Ocean
California
$421K +$31.6K +416 +8%
TC
2098
Toews Corporation
New Jersey
$421K +$426K +5,600 New
TFO
2099
Tarbox Family Office
California
$419K -$2.28K -30 -0.5%
VFP
2100
Verus Financial Partners
Virginia
$417K +$152 +2 +0%

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.