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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
Pacer Advisors
476
Pacer Advisors
Pennsylvania
$13.6M +$1.65M +21,658 +14%
CGH
477
Crossmark Global Holdings
Texas
$13.5M -$82K -1,078 -0.6%
CK
478
Cohen Klingenstein
New York
$13.5M -$1.88M -24,677 -12%
PIM
479
Perpetual Investment Management
Australia
$13.5M -$24.7K -325 -0.2%
FHA
480
First Horizon Advisors
Tennessee
$13.5M +$10.4M +136,584 +315%
GI
481
GAMCO Investors
Connecticut
$13.5M -$702K -9,225 -5%
Jones Financial Companies
482
Jones Financial Companies
Missouri
$13.5M +$24.1K +317 +0.2%
CFIA
483
Cantor Fitzgerald Investment Advisors
New York
$13.3M +$19.7K +259 +0.1%
BVDMP
484
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.3M
EMPI
485
Elo Mutual Pension Insurance
Finland
$13.2M -$106K -1,393 -0.8%
JG
486
Jefferies Group
New York
$13.2M +$7.48M +98,371 +127%
MAA
487
Matrix Asset Advisors
New York
$13.1M +$163K +2,148 +1%
BMO
488
Beck Mack & Oliver
New York
$13M -$24.3K -320 -0.2%
FFH
489
Fairfax Financial Holdings
Ontario, Canada
$13M
FNT
490
First National Trust
Pennsylvania
$13M -$233K -3,058 -2%
Verition Fund Management
491
Verition Fund Management
Connecticut
$12.9M +$12.8M +167,914 +4,983%
CNAM
492
Campbell Newman Asset Management
Wisconsin
$12.8M +$20.3K +267 +0.2%
TCM
493
Tufton Capital Management
Maryland
$12.8M -$50.4K -663 -0.4%
BPCE
494
Bank Pictet & Cie (Europe)
Germany
$12.8M +$458K +6,023 +4%
BC
495
Blackhill Capital
New Jersey
$12.7M -$8.52M -112,000 -40%
PFO
496
Pathstone Family Office
New Jersey
$12.7M +$2.19M +28,747 +21%
GIM
497
Goelzer Investment Management
Indiana
$12.7M -$376K -4,939 -3%
FNBT
498
FineMark National Bank & Trust
Florida
$12.7M -$13.4K -176 -0.1%
TMAM
499
Tokio Marine Asset Management
Japan
$12.6M +$3.39M +44,602 +36%
BCM
500
Bourgeon Capital Management
Connecticut
$12.6M +$233K +3,065 +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.