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
BCP
2401
Berkeley Capital Partners
Georgia
$239K +$242K +3,176 New
OTPPB
2402
Ontario Teachers' Pension Plan Board
Ontario, Canada
$239K +$242K +3,181 New
NRI
2403
NFP Retirement Inc
California
$238K +$608 +8 +0.3%
AHC
2404
Adell Harriman & Carpenter
Texas
$238K +$241K +3,169 New
WOSD
2405
WFA of San Diego
California
$238K -$1.29K -17 -0.5%
GB
2406
Goepper Burkhardt
South Carolina
$238K
GIM
2407
Guild Investment Management
California
$237K
WLIM
2408
White Lighthouse Investment Management
Massachusetts
$236K
FUBT
2409
First United Bank & Trust
Maryland
$236K +$4.41K +58 +2%
KIG
2410
Kowal Investment Group
Wisconsin
$234K -$27.2K -357 -10%
TCM
2411
Tradewinds Capital Management
Washington
$234K -$6.39K -84 -3%
CFG
2412
Cooper Financial Group
California
$234K +$6.01K +79 +3%
SHA
2413
Seneca House Advisors
Virginia
$233K +$12.2K +160 +5%
LBC
2414
Lawrence B. Cohen
$232K -$35.7K -470 -13%
SIS
2415
Sound Income Strategies
Florida
$232K -$11.6K -152 -5%
MKA
2416
M. Kulyk & Associates
Georgia
$232K +$27.3K +359 +13%
CCA
2417
Column Capital Advisors
Indiana
$231K -$2.59K -34 -1%
PPW
2418
Pasadena Private Wealth
California
$231K
QWM
2419
QP Wealth Management
New Jersey
$231K
PBF
2420
Petix & Botte Financial
California
$231K +$233K +3,064 New
SCM
2421
Stonehearth Capital Management
Massachusetts
$230K
RCM
2422
Requisite Capital Management
Texas
$230K +$22.8K +300 +11%
TA
2423
TruWealth Advisors
Louisiana
$229K +$7.61K +100 +3%
SNBOSCI
2424
Security National Bank of Sioux City Iowa
Iowa
$228K +$231K +3,038 New
CCIA
2425
Cherry Creek Investment Advisors
Colorado
$227K -$8.14K -107 -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.