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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
OPCM
2426
Osborne Partners Capital Management
California
$227K +$31K +407 +16%
FFWM
2427
Future Financial Wealth Management
Ohio
$226K
HCP
2428
Holt Capital Partners
Texas
$225K
RR
2429
Robotti Robert
$225K
MIP
2430
Marietta Investment Partners
Wisconsin
$225K +$15.2K +200 +7%
CRWM
2431
Castle Rock Wealth Management
California
$225K +$207K +2,721 New
QCIG
2432
Quad-Cities Investment Group
Iowa
$224K -$7.76K -102 -3%
BWA
2433
Beam Wealth Advisors
Louisiana
$223K +$226K +2,971 New
WWMSC
2434
Wagner Wealth Management (South Carolina)
South Carolina
$222K +$380 +5 +0.2%
CHA
2435
Cooper/Haims Advisors
New York
$222K +$10.1K +133 +5%
TIAM2
2436
Tru Independence Asset Management 2
Oregon
$222K +$225K +2,953 New
FMP
2437
Financial Management Professionals
Texas
$221K -$7.45K -98 -3%
NWS
2438
Newport Wealth Strategies
California
$221K
LWA
2439
Lowe Wealth Advisors
Maryland
$221K +$32.3K +425 +17%
SB
2440
Strategic Blueprint
Georgia
$220K +$101K +1,324 +82%
AI
2441
Atom Investors
Texas
$220K +$223K +2,926 New
CWM
2442
Campbell Wealth Management
Virginia
$219K -$456 -6 -0.2%
FAT
2443
First American Trust
California
$218K -$7.61K -100 -3%
BWFA
2444
Baltimore-Washington Financial Advisors
Maryland
$217K
JFA
2445
Johanson Financial Advisors
California
$217K
RC
2446
Reik & Co
New York
$217K
BFS
2447
Bickling Financial Services
Massachusetts
$217K +$220K +2,889 New
PP
2448
Pegasus Partners
Wisconsin
$216K -$67.8K -891 -24%
MVA
2449
Mount Vernon Associates
Maryland
$216K
VV
2450
Verity & Verity
South Carolina
$216K +$185K +2,435 New

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.