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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
LSC
2151
Lesa Sroufe & Co
Washington
$383K
RQS
2152
Ramsey Quantitative Systems
Kentucky
$383K +$388K +5,100 New
FPFS
2153
First Personal Financial Services
North Carolina
$382K
S
2154
swisspartners
Liechtenstein
$382K +$387K +5,090 New
IP
2155
Investment Partners
Ohio
$381K +$1.45K +19 +0.4%
RGC
2156
Roberts, Glore & Co
Illinois
$381K +$3.8K +50 +1%
OPOWM
2157
One Plus One Wealth Management
Florida
$380K -$4.03K -53 -1%
ATWA
2158
Arbor Trust Wealth Advisors
Michigan
$380K
RVPG
2159
Relative Value Partners Group
$379K
CICI
2160
Capital Investment Counsel Inc
North Carolina
$377K
S
2161
SimplyRich
California
$377K
HAIM
2162
Hunter Associates Investment Management
Pennsylvania
$376K -$304K -4,000 -44%
SAM
2163
Summit Asset Management
Tennessee
$376K +$4.18K +55 +1%
CL
2164
Choreo LLC
Illinois
$374K -$31.5K -414 -8%
CAC
2165
Certified Advisory Corp
Florida
$374K +$13.5K +178 +4%
HEIP
2166
Hudson Edge Investment Partners
New Jersey
$373K -$26.6K -350 -7%
OR
2167
Olympiad Research
Connecticut
$373K
RBC
2168
Roble Belko & Company
Pennsylvania
$373K
CI
2169
Cambiar Investors
Colorado
$373K +$2.36K +31 +0.6%
NAMM
2170
NorthStar Asset Management (Massachusetts)
Massachusetts
$373K -$221K -2,900 -37%
AC
2171
Apella Capital
Connecticut
$372K -$92.1K -1,211 -20%
NSB
2172
Norway Savings Bank
Maine
$372K -$56.6K -744 -13%
FSG
2173
Financial Strategies Group
Michigan
$372K -$25.5K -335 -6%
LAM
2174
LifePro Asset Management
California
$371K +$62.3K +819 +20%
BWM
2175
Baystate Wealth Management
Massachusetts
$370K +$16.8K +221 +5%

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.