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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
TCOK
626
Trust Company of Kansas
Kansas
$8.43M +$237K +3,116 +3%
ASN
627
Advisory Services Network
Georgia
$8.41M +$797K +10,479 +10%
ECM
628
Estabrook Capital Management
New York
$8.41M -$164K -2,156 -2%
CA
629
Cullinan Associates
Kentucky
$8.32M -$79.6K -1,046 -0.9%
HCM
630
Hutchinson Capital Management
California
$8.3M -$153K -2,011 -2%
CNB
631
Camden National Bank
Maine
$8.26M +$57.2K +752 +0.7%
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$8.2M +$209K +2,748 +3%
LDB
633
Lee, Danner & Bass
Tennessee
$8.16M -$176K -2,316 -2%
KLWA
634
Kelly Lawrence W & Associates
California
$8.11M +$2.28K +30 +0%
GIM
635
Grassi Investment Management
California
$8.1M +$12.8K +168 +0.2%
1SB
636
1ST Source Bank
Indiana
$8.1M -$280K -3,677 -3%
BAM
637
Barrett Asset Management
New York
$8.04M +$104K +1,365 +1%
AUB
638
Atlantic Union Bankshares
Virginia
$8M +$258K +3,392 +3%
VCA
639
Verdence Capital Advisors
Maryland
$8M +$906K +11,915 +13%
BOTW
640
Bank of the West
California
$7.99M +$721K +9,480 +10%
DY
641
Dowling & Yahnke
California
$7.97M -$72.3K -951 -0.9%
APSP
642
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.97M -$622K -8,174 -7%
WJWM
643
Williams Jones Wealth Management
New York
$7.95M +$17K +224 +0.2%
BRWA
644
B. Riley Wealth Advisors
Florida
$7.94M +$309K +4,058 +4%
BCM
645
Brookstone Capital Management
Illinois
$7.91M +$1.97M +25,880 +35%
ALAM
646
Asahi Life Asset Management
Japan
$7.89M -$433K -5,698 -5%
LC
647
Lavaca Capital
Texas
$7.89M +$130K +1,710 +2%
CVM
648
Cheviot Value Management
California
$7.85M +$859K +11,296 +12%
KA
649
Kintegral Advisory
New York
$7.82M
BFS
650
Bard Financial Services
Connecticut
$7.79M +$52.6K +692 +0.7%

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.