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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
FP
2526
Financial Perspectives
Minnesota
$117K
LB
2527
Legacy Bridge
Iowa
$115K +$6.84K +90 +6%
BIA
2528
Bell Investment Advisors
California
$114K +$116K +1,519 New
AIM
2529
Arcadia Investment Management
Michigan
$113K
DMK
2530
David M. Knott
$111K +$13.3K +175 +13%
CA
2531
Centerpoint Advisors
Massachusetts
$110K +$3.8K +50 +4%
MSFP
2532
Mark Sheptoff Financial Planning
Connecticut
$105K -$30.4K -400 -22%
RAM
2533
Riggs Asset Management
Pennsylvania
$105K
TLFA
2534
True Link Financial Advisors
California
$100K -$15.2K -200 -13%
BAM
2535
Baldrige Asset Management
Pennsylvania
$100K -$3.65K -48 -3%
PCFFS
2536
Pacific Center for Financial Services
California
$100K
HC
2537
Hoese & Co
Minnesota
$98K
WFA
2538
West Financial Advisors
Iowa
$97K +$3.8K +50 +4%
RCA
2539
Ranch Capital Advisors
Florida
$96K
AW
2540
Avion Wealth
Texas
$95K +$152 +2 +0.2%
WWM
2541
Wolff Wiese Magana
California
$95K +$42K +552 +78%
AWM
2542
Accel Wealth Management
Iowa
$94K -$7.38K -97 -7%
RF
2543
Robbins Farley
New Hampshire
$94K +$95.1K +1,250 New
TCWA
2544
Ten Capital Wealth Advisors
Washington
$93K +$75.8K +997 +405%
EIM
2545
Essex Investment Management
Massachusetts
$92K -$1.48M -19,500 -94%
HFM
2546
Harvest Fund Management
China
$92K -$162K -2,131 -63%
AL
2547
ADE LLC
Maryland
$92K -$56.7K -745 -38%
GWMIA
2548
Global Wealth Management Investment Advisory
Florida
$92K +$23.2K +305 +33%
T2I
2549
Turim 21 Investimentos
Brazil
$90K
TLCM
2550
Twin Lakes Capital Management
California
$90K +$761 +10 +0.8%

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.