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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
IUHSA
2576
Itau Unibanco Holding S.A.
Brazil
$56K +$20.1K +264 +55%
HL
2577
Harding Loevner
New Jersey
$55K
SC
2578
Solstein Capital
California
$53K
RWML
2579
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$52.1K
SSC
2580
Syverson Strege & Co
Iowa
$50K +$304 +4 +0.6%
MFA
2581
McClarren Financial Advisors
Pennsylvania
$49K +$380 +5 +0.8%
SCA
2582
Stuart Chaussee & Associates
California
$48K
RA
2583
Resolute Advisors
California
$47K
AP
2584
Atwood & Palmer
Missouri
$47K +$7.61K +100 +19%
CCM
2585
Copeland Capital Management
Pennsylvania
$45K
MWM
2586
Mascoma Wealth Management
New Hampshire
$45K +$45.2K +594 New
SAM
2587
Strategic Asset Management
Minnesota
$44K +$41.1K +540 New
EC
2588
Estate Counselors
Wisconsin
$43K
ASBI
2589
American State Bank (Iowa)
Iowa
$39.8K
LPWM
2590
Lake Point Wealth Management
Texas
$39K
DWA
2591
Dougherty Wealth Advisers
Minnesota
$38K
KFAA
2592
Klaas Financial Asset Advisors
Illinois
$38K +$304 +4 +0.8%
DI
2593
Disciplined Investments
Oklahoma
$37K
CCMW
2594
Cypress Capital Management (Wyoming)
Wyoming
$36K
FEG
2595
Financial Enhancement Group
Indiana
$36K
TWP
2596
TFO Wealth Partners
Ohio
$34K -$1.45K -19 -4%
HWM
2597
Holloway Wealth Management
Florida
$33K
TFA
2598
Toth Financial Advisory
Virginia
$32K
MIM
2599
Macroview Investment Management
Maryland
$32K +$10.4K +137 +47%
BA
2600
Bellwether Advisors
Nebraska
$31K +$26.2K +345 +460%

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.