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
ANB
2451
Amarillo National Bank
Texas
$216K +$219K +2,878 New
CISOA
2452
Capital Investment Services of America
Wisconsin
$215K -$15.2K -200 -7%
GSAM
2453
Grant Street Asset Management
Pennsylvania
$215K +$189K +2,484 +650%
FC
2454
Financial Council
Maryland
$215K +$218K +2,862 New
AC
2455
Avestar Capital
New York
$214K +$11.4K +150 +6%
BSAM
2456
Blue Square Asset Management
New York
$213K
TJHA
2457
Thomas J. Herzfeld Advisors
Florida
$213K
TWM
2458
TriaGen Wealth Management
California
$212K
MHR
2459
Matthew Hamilton Rosenberg
$212K +$54.1K +711 +34%
AIA
2460
Arbor Investment Advisors
North Carolina
$211K -$9.96K -131 -4%
JWM
2461
JFG Wealth Management
Colorado
$211K
TWM
2462
Triton Wealth Management
Arizona
$210K -$380 -5 -0.2%
SA
2463
swisspartners Advisors
Switzerland
$210K
HHAA
2464
Henry H. Armstrong Associates
Pennsylvania
$210K +$213K +2,795 New
COF
2465
Capital One Financial
Virginia
$210K +$213K +2,801 New
TCM
2466
TD Capital Management
Tennessee
$209K +$380 +5 +0.2%
HFS
2467
Howard Financial Services
Texas
$208K +$76 +1 +0%
HW
2468
Hamilton Wealth
California
$207K -$81.8K -1,075 -28%
HCM
2469
HM Capital Management
Missouri
$206K -$22K -289 -10%
TWM
2470
Tradition Wealth Management
Minnesota
$206K -$9.36K -123 -4%
TW
2471
Towerpoint Wealth
California
$206K +$913 +12 +0.4%
MPM
2472
Meritage Portfolio Management
Kansas
$205K -$1.91M -25,088 -90%
EBT
2473
Enterprise Bank & Trust
Massachusetts
$205K
RC
2474
Randolph Company
Ohio
$205K
FOA
2475
Five Oceans Advisors
California
$205K +$208K +2,730 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.