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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.8B -$1.15B -15,085,702 -7%
BlackRock
2
BlackRock
New York
$14.1B +$56.4M +741,796 +0.4%
State Street
3
State Street
Massachusetts
$8.75B +$111M +1,462,650 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.72B +$87.6M +1,152,241 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.2B -$111M -1,465,619 -3%
Franklin Resources
6
Franklin Resources
California
$2.95B +$34.8M +457,650 +1%
Bank of America
7
Bank of America
North Carolina
$2.67B +$22.5M +296,324 +0.8%
Northern Trust
8
Northern Trust
Illinois
$2.33B -$17.8M -233,505 -0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.2B -$21.8M -286,219 -1%
Charles Schwab
10
Charles Schwab
California
$2.07B +$91.9M +1,208,048 +5%
Morgan Stanley
11
Morgan Stanley
New York
$1.96B -$11.5M -151,594 -0.6%
Norges Bank
12
Norges Bank
Norway
$1.96B +$26.2M +344,097 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.92B +$61.6M +809,891 +3%
Capital International Investors
14
Capital International Investors
California
$1.72B -$456M -5,990,137 -21%
Deutsche Bank
15
Deutsche Bank
Germany
$1.64B +$12.9M +169,140 +0.8%
Wells Fargo
16
Wells Fargo
California
$1.57B -$38M -499,610 -2%
Invesco
17
Invesco
Georgia
$1.46B +$433M +5,687,973 +41%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.44B +$63.3M +832,409 +5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.39B +$238M +3,128,468 +20%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$1.31B -$17.7M -233,106 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.3B -$283M -3,718,145 -18%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.12B +$117M +1,543,957 +12%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.1B +$28.9M +379,681 +3%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$1.07B -$30.4M -399,950 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1B -$7.05M -92,690 -0.7%

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.