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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
CEI
401
Clark Estates Inc
New York
$18.8M
PP
402
Palladium Partners
Virginia
$18.8M +$2.99M +39,308 +19%
IIM
403
Intact Investment Management
Quebec, Canada
$18.6M +$875K +11,500 +5%
NB
404
Norinchukin Bank
Japan
$18.5M +$785K +10,327 +4%
BSA
405
Braun Stacey Associates
New York
$18.5M -$12.8K -168 -0.1%
GT
406
Glenview Trust
Kentucky
$18.3M +$433K +5,698 +2%
CM
407
Caption Management
Oklahoma
$18M +$17.4M +228,800 +2,043%
NEI
408
Northwest & Ethical Investments
Ontario, Canada
$18M +$1.97M +25,952 +12%
CCMD
409
Cypress Capital Management (Delaware)
Delaware
$17.9M
CIP
410
Chartwell Investment Partners
Pennsylvania
$17.9M +$1.61M +21,232 +10%
CAN
411
Cetera Advisor Networks
California
$17.9M +$2.5M +32,902 +16%
AIM
412
Achmea Investment Management
Netherlands
$17.8M -$1.9M -24,984 -10%
VI
413
Vestcor Inc
New Brunswick, Canada
$17.7M -$697K -9,165 -4%
H
414
Hexavest
Quebec, Canada
$17.6M +$835K +10,983 +5%
HPC
415
HM Payson & Co
Maine
$17.6M -$4.9M -64,410 -22%
EAM
416
Erste Asset Management
Austria
$17.6M +$1.11M +14,652 +7%
RMA
417
Roffman Miller Associates
Pennsylvania
$17.4M -$4.77M -62,656 -21%
FA
418
FDx Advisors
Illinois
$17.2M +$1.01M +13,228 +6%
DWM
419
Destination Wealth Management
California
$17.1M +$482K +6,332 +3%
PP
420
Prospector Partners
Connecticut
$17.1M +$119K +1,560 +0.7%
AI
421
Atria Investments
North Carolina
$16.9M +$1.57M +20,611 +10%
Dodge & Cox
422
Dodge & Cox
California
$16.6M -$559K -7,350 -3%
Voloridge Investment Management
423
Voloridge Investment Management
Florida
$16.5M +$16.5M +217,279 +8,331%
FRM
424
Foundation Resource Management
Arkansas
$16.5M -$68.4K -900 -0.4%
MNBTD
425
Moody National Bank Trust Division
Texas
$16.5M +$84K +1,105 +0.5%

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.