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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
TVWM
2601
Tower View Wealth Management
Wisconsin
$30K -$268K -3,526 -90%
AA
2602
AlphaMark Advisors
Kentucky
$30K -$7.61K -100 -20%
CPA
2603
Cowen Prime Advisors
New York
$30K
PCC
2604
Park Circle Company
Maryland
$30K
RG
2605
Retirement Group
California
$30K +$24.9K +327 +116%
BGIM
2606
Boussard & Gavaudan Investment Management
United Kingdom
$30K +$2.14M +28,175 +8%
RDFA
2607
Ritter Daniher Financial Advisory
Ohio
$29K
CDIA
2608
Capital Directions Investment Advisors
Georgia
$29K +$29.4K +387 New
PP
2609
Pacifica Partners
Canada
$28K
WAS
2610
Winch Advisory Services
Wisconsin
$28K +$8.06K +106 +41%
MAM
2611
McCarthy Asset Management
California
$27K -$24K -315 -47%
JPLA
2612
Joseph P. Lucia & Associates
New York
$26K
BBHC
2613
Brown Brothers Harriman & Co
New York
$25.2K -$581K -7,644 -2%
PFA
2614
Professional Financial Advisors
Nebraska
$24K
GKIM
2615
GW&K Investment Management
Massachusetts
$23K -$23.3K -307 -50%
ST
2616
Sageworth Trust
Pennsylvania
$21K -$263K -3,460 -93%
AWMS
2617
Advocacy Wealth Management Services
Georgia
$21K +$5.48K +72 +34%
RTL
2618
Red Tortoise LLC
Georgia
$21K +$18.9K +248 New
CFA
2619
Cahill Financial Advisors
Minnesota
$21K +$21.5K +283 New
PG
2620
Proffitt & Goodson
Tennessee
$19K
JWM
2621
Jackson Wealth Management
Florida
$19K +$32.6K +428 +0.8%
TAM
2622
Tucker Asset Management
Colorado
$18.6K -$2.74K -36 -15%
GKWIM
2623
Gerber Kawasaki Wealth & Investment Management
California
$18K -$320K -4,207 -100%
LWP
2624
Laurel Wealth Planning
Minnesota
$16K
MFT
2625
Moisand Fitzgerald Tamayo
Florida
$15K

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.