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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
HA
701
Hamel Associates
New Jersey
$6.85M -$29.4K -387 -0.4%
Rafferty Asset Management
702
Rafferty Asset Management
New York
$6.85M +$2.47M +32,475 +55%
IPAM
703
ICICI Prudential Asset Management
India
$6.8M +$273K +3,591 +4%
KFP
704
KMG Fiduciary Partners
Ohio
$6.79M -$370K -4,865 -5%
KFP
705
Keystone Financial Planning
Ohio
$6.76M +$1.08M +14,247 +19%
RB
706
Rodgers Brothers
Pennsylvania
$6.76M +$76.1K +1,000 +1%
NEAM
707
New England Asset Management
Connecticut
$6.7M +$1.51M +19,800 +29%
FNT
708
First Nebraska Trust
Nebraska
$6.69M +$172K +2,255 +3%
DT
709
Diversified Trust
Tennessee
$6.69M +$294K +3,862 +5%
SCM
710
Shelton Capital Management
Colorado
$6.68M -$462K -6,079 -6%
NGA
711
Naples Global Advisors
Florida
$6.67M +$234K +3,082 +4%
SCM
712
Salem Capital Management
Massachusetts
$6.66M -$137K -1,800 -2%
AWCI
713
Alpine Woods Capital Investors
New York
$6.65M -$174K -2,283 -3%
ECG
714
Edge Capital Group
Georgia
$6.65M +$6.15M +80,812 +1,053%
PAS
715
Park Avenue Securities
New York
$6.64M +$172K +2,257 +3%
HT
716
HAP Trading
New York
$6.64M +$1.99M +26,179 +42%
WS
717
Wedbush Securities
California
$6.62M +$41.9K +551 +0.6%
MWNA
718
Marshall Wace North America
New York
$6.62M -$12.1M -158,970 -64%
JIC
719
Johnson Investment Counsel
Ohio
$6.61M -$274K -3,603 -4%
CAM
720
Carret Asset Management
New York
$6.6M +$19.7K +259 +0.3%
VIA
721
Vident Investment Advisory
Georgia
$6.6M +$1.14M +14,994 +21%
TRCT
722
Tower Research Capital (TRC)
New York
$6.58M -$3.94M -51,822 -37%
CA
723
Clearstead Advisors
Ohio
$6.56M +$51.1K +672 +0.8%
BFIM
724
Beese Fulmer Investment Management
Ohio
$6.55M +$116K +1,529 +2%
FNFDCM
725
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.55M +$512K +6,735 +8%

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.