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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
SMG
2301
Spectrum Management Group
Indiana
$293K
VFPI
2302
Vantage Financial Partners (Illinois)
Illinois
$293K +$76.1K +1,000 +34%
ABP
2303
Arthur B. Page
$292K
NED
2304
Nancy E. Dempze
$291K -$11.4K -150 -4%
GRQ
2305
Gardner Russo & Quinn
Pennsylvania
$291K +$761 +10 +0.3%
BIM
2306
Bridgecreek Investment Management
Oklahoma
$289K
FNBOSM
2307
First National Bank of South Miami
Florida
$289K +$34.1K +448 +13%
AF
2308
Aldebaran Financial
$288K -$24K -315 -8%
HHGA
2309
Halbert Hargrove Global Advisors
California
$288K -$17.8K -234 -6%
OFW
2310
Omnia Family Wealth
Florida
$288K -$4.71K -62 -2%
HCM
2311
Highlander Capital Management
New Jersey
$288K
SWM
2312
Selective Wealth Management
Virginia
$288K +$93.1K +1,224 +47%
JSC
2313
Jackson Square Capital
California
$286K +$71.9K +946 +33%
KA
2314
Kozak & Associates
Colorado
$286K +$260K +3,413 New
OWA
2315
Opal Wealth Advisors
New York
$285K -$139K -1,823 -32%
AWA
2316
Aaron Wealth Advisors
Illinois
$284K +$39.5K +519 +16%
CC
2317
Callan Capital
California
$283K -$7.61K -100 -3%
FPGK
2318
Financial Partners Group (Kansas)
Kansas
$283K -$5.1K -67 -2%
RP
2319
Rice Partnership
Hawaii
$283K -$4.18K -55 -1%
SW
2320
SkyOak Wealth
Michigan
$282K
OCM
2321
Orion Capital Management
California
$280K
OKSA
2322
O'Keefe Stevens Advisory
New York
$279K
SCP
2323
Seizert Capital Partners
Michigan
$279K
WFA
2324
Wade Financial Advisory
California
$279K
D
2325
Diversified
Delaware
$279K +$1.06K +14 +0.4%

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.