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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
HFA
2326
High Falls Advisors
New York
$279K +$14.3K +188 +5%
WAOI
2327
Wealth Advisors of Iowa
Iowa
$279K +$282K +3,714 New
SSA
2328
South Street Advisors
New York
$278K
GAM
2329
Gemmer Asset Management
California
$277K +$228 +3 +0.1%
IIM
2330
Ironwood Investment Management
Massachusetts
$276K -$15.2K -200 -5%
IAS
2331
Investment Advisory Services
Texas
$276K
PFWA
2332
Paces Ferry Wealth Advisors
Georgia
$276K +$5.1K +67 +2%
JC
2333
JB Capital
Connecticut
$276K +$279K +3,675 New
BWL
2334
Bogart Wealth LLC
Virginia
$273K -$31.5K -414 -10%
WCG
2335
Weaver Consulting Group
California
$272K +$684 +9 +0.2%
SG
2336
Somerset Group
Minnesota
$271K
RCG
2337
Rock Creek Group
District of Columbia
$270K -$157K -2,068 -37%
LAS
2338
Lloyd Advisory Services
Georgia
$269K -$7.91K -104 -3%
CA
2339
Cumberland Advisors
Florida
$269K
MWM
2340
Merriman Wealth Management
Washington
$269K +$4.26K +56 +2%
CFS
2341
Cannon Financial Strategists
Georgia
$268K
VBFG
2342
Vishria Bird Financial Group
Tennessee
$268K
AP
2343
Americana Partners
Texas
$268K +$272K +3,578 New
BFS
2344
Beacon Financial Strategies
North Carolina
$267K -$20.5K -270 -7%
AWM
2345
AllSquare Wealth Management
New York
$266K
HR
2346
Hayden Royal
North Carolina
$265K -$3.88M -50,993 -94%
HIS
2347
Horizon Investment Services
Indiana
$265K -$380 -5 -0.1%
ME
2348
McIlrath & Eck
Washington
$265K
CIG
2349
Cairn Investment Group
Washington
$264K -$7.76K -102 -3%
BOS
2350
Bank of Stockton
California
$264K -$913 -12 -0.3%

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.