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
CNC
2351
Citizens & Northern Corp
Pennsylvania
$264K
DBRC
2352
D.B. Root & Company
Pennsylvania
$264K +$3.5K +46 +1%
DFA
2353
Delta Financial Advisors
Louisiana
$263K -$7.61K -100 -3%
PWM
2354
Praetorian Wealth Management
California
$263K
RCA
2355
Resonant Capital Advisors
Wisconsin
$263K +$265K +3,478 New
AIFAIM
2356
American Institute for Advanced Investment Management
Arizona
$262K -$21K -276 -7%
B
2357
Bellecapital
Switzerland
$262K
RZH
2358
Relyea Zuckerberg Hanson
Connecticut
$262K +$31.5K +414 +13%
CWP
2359
Concord Wealth Partners
Virginia
$261K -$249K -3,279 -49%
ACS
2360
Archford Capital Strategies
Illinois
$261K -$39.3K -517 -13%
BMC
2361
Benin Management Corp
Connecticut
$261K
NCM
2362
Nelson Capital Management
California
$261K
TWM
2363
Titus Wealth Management
California
$261K +$57.9K +761 +28%
EWM
2364
Executive Wealth Management
Michigan
$260K -$10.9K -143 -4%
ATIA
2365
American Trust Investment Advisors
New Hampshire
$260K
SCM
2366
Southport Capital Management
Tennessee
$259K -$343K -4,515 -57%
BCM
2367
Brooktree Capital Management
Michigan
$259K -$76 -1 -0%
GCIA
2368
Gabelli & Co Investment Advisers
New York
$259K
TCPWM
2369
Traverso Chambers Private Wealth Management
California
$259K
KC
2370
Kinloch Capital
Virginia
$258K
RIM
2371
Rockbridge Investment Management
New York
$258K +$3.88K +51 +2%
AGA
2372
Arkos Global Advisors
Texas
$257K
PWM
2373
Prentice Wealth Management
New York
$257K +$1.9K +25 +0.7%
HPIA
2374
Hamilton Point Investment Advisors
North Carolina
$257K +$25.3K +332 +11%
NCM
2375
Next Capital Management
New York
$256K -$7.61K -100 -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.