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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
Calamos Advisors
201
Calamos Advisors
Illinois
$60.8M +$3.83M +50,329 +7%
CLOS
202
Compagnie Lombard Odier SCmA
Switzerland
$59.7M -$2.01M -26,397 -3%
Comerica Bank
203
Comerica Bank
Texas
$59.7M -$10.1M -133,130 -15%
VPI
204
Value Partners Investments
Manitoba, Canada
$59.4M +$96.1K +1,263 +0.2%
UIM
205
USS Investment Management
United Kingdom
$59.2M -$87.6M -1,152,285 -59%
ELI
206
Empire Life Investments
Ontario, Canada
$59M +$9.7M +127,488 +19%
GLA
207
Great Lakes Advisors
Illinois
$58.9M -$167K -2,190 -0.3%
GIA
208
Gateway Investment Advisers
Ohio
$58.7M +$108K +1,424 +0.2%
RPI
209
Railway Pension Investments
United Kingdom
$57.9M -$395K -5,200 -0.7%
CWM
210
CIBC World Markets
New York
$57.2M +$30.6M +401,959 +112%
EDRH
211
Edmond de Rothschild Holding
Switzerland
$57.2M -$790K -10,382 -1%
ACI
212
AMP Capital Investors
Australia
$57M -$7.54M -99,151 -12%
FWIA
213
Fort Washington Investment Advisors
Ohio
$56.6M +$35.3M +463,681 +160%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$56.3M -$20.6K -271 -0%
Sanders Capital
215
Sanders Capital
Florida
$56M +$630K +8,280 +1%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$55.8M -$1.38M -18,115 -2%
NIG
217
NFJ Investment Group
Texas
$55.6M +$6.7M +88,088 +13%
AIG
218
American International Group
New York
$55.2M -$149M -1,959,567 -73%
MNG
219
Manning & Napier Group
New York
$54.7M -$273K -3,594 -0.5%
BHIA
220
Birch Hill Investment Advisors
Massachusetts
$53.8M +$115K +1,513 +0.2%
KBG
221
Kahn Brothers Group
New York
$53M -$772K -10,146 -1%
ASRS
222
Arizona State Retirement System
Arizona
$53M -$216K -2,837 -0.4%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$53M +$1.33M +17,426 +3%
EOJOAM
224
E. Ohman J:or Asset Management
Sweden
$53M +$2.8M +36,810 +6%
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$51.8M -$2.06M -27,085 -4%

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.