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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
TH
451
TCTC Holdings
Texas
$14.6M +$20.9K +275 +0.1%
RFA
452
Reilly Financial Advisors
California
$14.5M +$2.06M +27,038 +16%
RRAM
453
River Road Asset Management
Kentucky
$14.4M -$1.12M -14,777 -7%
ABC
454
Associated Banc-Corp
Wisconsin
$14.4M -$951K -12,510 -6%
RCYC
455
Richard C. Young & Co
Rhode Island
$14.4M +$161K +2,115 +1%
MA
456
Montag & Associates
Georgia
$14.3M +$1.28M +16,858 +10%
BCM
457
BTR Capital Management
California
$14.3M +$173K +2,277 +1%
UB
458
UMB Bank
Missouri
$14.2M -$351K -4,612 -2%
CA
459
CapWealth Advisors
Tennessee
$14.2M +$304K +3,995 +2%
ACM
460
Azimuth Capital Management
Michigan
$14.2M +$43K +565 +0.3%
PCA
461
Personal Capital Advisors
California
$14.2M +$1.7M +22,410 +13%
WTC
462
WhitTier Trust Company
Nevada
$14.1M +$195K +2,569 +1%
CA
463
Capitolis Advisors
New York
$14.1M -$70.5K -927 -0.5%
M
464
MOTCO
Texas
$14.1M +$821K +10,795 +6%
FI
465
Fosun International
China
$14.1M -$60.8K -800 -0.4%
QC
466
Quadrature Capital
United Kingdom
$14M +$14.2M +186,161 New
MAM
467
Meeder Asset Management
Ohio
$13.9M -$88.1K -1,158 -0.6%
DWM
468
Doyle Wealth Management
Florida
$13.9M +$360K +4,729 +3%
GHA
469
GW Henssler & Associates
Georgia
$13.9M -$1.1M -14,486 -7%
Cetera Investment Advisers
470
Cetera Investment Advisers
Illinois
$13.8M +$277K +3,638 +2%
SGAM
471
Smith Group Asset Management
Texas
$13.8M -$983K -12,927 -7%
BWP
472
Baldwin Wealth Partners
Massachusetts
$13.8M +$53.8K +708 +0.4%
TB
473
Terril Brothers
Missouri
$13.8M -$207K -2,720 -1%
TLP
474
Tri Locum Partners
New York
$13.7M +$13.8M +181,765 New
FCH
475
Freestone Capital Holdings
Washington
$13.6M +$1.27M +16,749 +10%

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.