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
WMP
2276
Wealth Management Partners
Arizona
$307K +$152 +2 +0%
FIA
2277
Foundations Investment Advisors
Arizona
$307K +$286K +3,759 New
ERIM
2278
Eagle Ridge Investment Management
Connecticut
$306K -$47.1K -619 -13%
LWP
2279
Legacy Wealth Planning
Nevada
$306K -$15.2K -200 -5%
FCFC
2280
First Citizens Financial Corp
Iowa
$306K -$1.9K -25 -0.6%
NCM
2281
Northside Capital Management
Oregon
$306K
TCB
2282
Texas Capital Bancshares
Texas
$306K
CFAM
2283
Center For Asset Management
Florida
$306K +$11K +145 +4%
XSC
2284
X-Square Capital
Puerto Rico
$306K +$31.9K +420 +11%
IWN
2285
Independent Wealth Network
Iowa
$305K +$261K +3,436 New
ACA
2286
Atlas Capital Advisors
Wyoming
$305K
EW
2287
Element Wealth
Mississippi
$302K +$24.3K +320 +9%
BA
2288
Ballast Advisors
Minnesota
$301K
P
2289
&Partners
Tennessee
$300K
PIA
2290
Powell Investment Advisors
Florida
$299K
WQ
2291
Wealth Quarterback
New Jersey
$299K +$2.23M +29,321 +668%
GAM
2292
Gould Asset Management
California
$298K -$1.41M -18,541 -82%
CCP
2293
Cardan Capital Partners
Colorado
$298K +$16.9K +222 +6%
1WM
2294
1900 Wealth Management
Texas
$297K -$216K -2,842 -42%
TAM
2295
Taurus Asset Management
New York
$297K
MAM
2296
McLean Asset Management
Virginia
$296K +$51.6K +678 +23%
SSW
2297
Smith Shellnut Wilson
Mississippi
$296K +$95.2K +1,252 +47%
FA
2298
Fermata Advisors
California
$295K -$12.9K -170 -4%
STB
2299
S&T Bank
Pennsylvania
$295K -$2.28K -30 -0.8%
BONST
2300
Bank of Nova Scotia Trust
Ontario, Canada
$293K -$456 -6 -0.2%

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.