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
CMI
2176
Clare Market Investments
Texas
$369K +$33.9K +446 +10%
CSWG
2177
Cardinal Strategic Wealth Guidance
Kentucky
$369K -$18.6K -244 -5%
PGWM
2178
Parisi Gray Wealth Management
New Jersey
$369K -$8.75K -115 -2%
LC
2179
Lincoln Capital
Nebraska
$369K +$374K +4,912 New
ITIM
2180
Indiana Trust & Investment Management
Indiana
$368K +$11.6K +153 +3%
AIM
2181
Aspen Investment Management
Michigan
$367K -$13.8K -182 -4%
SFG
2182
Sather Financial Group
Texas
$367K +$372K +4,885 New
CBFP
2183
Cedar Brook Financial Partners
Ohio
$366K -$15.5K -204 -4%
UBV
2184
United Bank (Virginia)
Virginia
$365K -$14.7M -193,493 -98%
WA
2185
Wambolt & Associates
Colorado
$365K -$16.8K -221 -5%
MCM
2186
Monument Capital Management
Virginia
$365K +$69.1K +908 +23%
AAP
2187
Arax Advisory Partners
Colorado
$364K +$79.5K +1,045 +27%
MTC
2188
McDaniel Terry & Co
Texas
$363K
TF
2189
Trek Financial
Arizona
$362K +$90.2K +1,186 +33%
WC
2190
Westhampton Capital
North Carolina
$361K -$160K -2,100 -30%
ACM
2191
Ashford Capital Management
Delaware
$361K
GIP
2192
Greatmark Investment Partners
Georgia
$360K -$22.8K -300 -6%
ST
2193
Somerset Trust
Pennsylvania
$360K +$365K +4,797 New
PP
2194
PDS Planning
Ohio
$358K -$6.92K -91 -2%
MFG
2195
Magnus Financial Group
New York
$357K +$5.86K +77 +2%
WCM
2196
Wedge Capital Management
North Carolina
$354K +$1.9K +25 +0.5%
CCM
2197
Carlson Capital Management
Minnesota
$354K +$14.8K +194 +4%
NW
2198
NewEdge Wealth
Pennsylvania
$354K +$60.5K +796 +20%
SOW
2199
State of Wyoming
Wyoming
$354K +$238K +3,133 +197%
FAFN
2200
First Affirmative Financial Network
Colorado
$354K +$358K +4,712 New

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.