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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
AAMU
326
AEGON Asset Management (UK)
United Kingdom
$28.5M +$352K +4,634 +1%
HCMT
327
Highland Capital Management (Tennessee)
Tennessee
$28.5M -$34.8K -457 -0.1%
OAM
328
Oppenheimer Asset Management
New York
$28.5M +$1.38M +18,170 +5%
ZIC
329
ZWJ Investment Counsel
Georgia
$28.1M -$387K -5,083 -1%
CCMIC
330
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$28M +$160K +2,109 +0.6%
TRSOTSOK
331
Teachers Retirement System of the State of Kentucky
Kentucky
$27.4M
SAM
332
Silvercrest Asset Management
New York
$27.3M -$2.31M -30,385 -8%
RT
333
Rockland Trust
Massachusetts
$27.1M +$5.81M +76,373 +27%
MHC
334
Meyer Handelman Company
New York
$26.9M
BTCPP
335
Border to Coast Pensions Partnership
United Kingdom
$26.9M
UCFA
336
United Capital Financial Advisors
Texas
$26.9M -$534K -7,019 -2%
CFB
337
Cullen/Frost Bankers
Texas
$26.8M -$2.15M -28,229 -7%
AssetMark Inc
338
AssetMark Inc
California
$26.7M +$867K +11,402 +3%
VLKIM
339
Van Lanschot Kempen Investment Management
Netherlands
$26.6M +$343K +4,515 +1%
PWP
340
Private Wealth Partners
California
$26.6M +$3.4M +44,712 +14%
CCMG
341
Clark Capital Management Group
Pennsylvania
$26.5M -$18.6M -244,655 -41%
KAS
342
Kestra Advisory Services
Texas
$26.5M +$8.83M +116,153 +49%
WPC
343
Waters Parkerson & Co
Louisiana
$26.3M +$380K +4,993 +1%
MSE
344
MUFG Securities EMEA
United Kingdom
$26.1M
HNB
345
Huntington National Bank
Ohio
$26.1M -$3.6M -47,326 -12%
BF
346
BOK Financial
Oklahoma
$26M +$26.3M +346,220 New
MML Investors Services
347
MML Investors Services
Massachusetts
$26M -$244K -3,208 -0.9%
AA
348
ALPS Advisors
Colorado
$25.8M -$1.59M -20,855 -6%
CPSAC
349
Chas P. Smith & Associates (CPS)
Florida
$25.7M +$1.41M +18,484 +6%
WIC
350
Willis Investment Counsel
Georgia
$25.6M -$436K -5,729 -2%

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.