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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
ECM
751
Evergreen Capital Management
Washington
$5.89M +$223K +2,926 +4%
RIA
752
RPG Investment Advisory
California
$5.88M +$50K +658 +0.8%
PWP
753
Principle Wealth Partners
Connecticut
$5.88M -$339K -4,460 -5%
ET
754
Equitable Trust
Tennessee
$5.88M -$36.2K -476 -0.6%
TI
755
tru Independence
Oregon
$5.84M +$27.5K +362 +0.5%
CI
756
Cigna Investments
Connecticut
$5.83M -$110K -1,444 -2%
BHA
757
Beech Hill Advisors
New York
$5.81M +$183K +2,405 +3%
AAM
758
Augustine Asset Management
Florida
$5.81M -$108K -1,417 -2%
OIM
759
Opus Investment Management
Massachusetts
$5.79M
SCA
760
Snowden Capital Advisors
New York
$5.78M +$428K +5,625 +8%
GIA
761
Guyasuta Investment Advisors
Pennsylvania
$5.77M +$104K +1,369 +2%
SPC
762
Sigma Planning Corp
Michigan
$5.77M +$42.7K +561 +0.7%
ACM
763
Adalta Capital Management
New York
$5.77M -$3.04K -40 -0.1%
BMM
764
Buffington Mohr McNeal
Idaho
$5.73M +$196K +2,577 +3%
TNBTD
765
Trustmark National Bank Trust Department
Mississippi
$5.73M +$2.44M +32,059 +73%
NFC
766
Northeast Financial Consultants
Connecticut
$5.72M -$3.03M -39,800 -34%
BSW
767
Buckingham Strategic Wealth
Missouri
$5.71M +$505K +6,635 +10%
SSA
768
Schonfeld Strategic Advisors
New York
$5.68M +$5.75M +75,661 New
NB
769
Northwest Bancshares
Pennsylvania
$5.68M +$278K +3,661 +5%
SAM
770
Sectoral Asset Management
Quebec, Canada
$5.65M
EA
771
Ellsworth Advisors
Ohio
$5.63M +$3.96M +52,076 +228%
NA
772
NewEdge Advisors
Louisiana
$5.59M -$1.63M -21,412 -22%
LNC
773
Lincoln National Corp
Pennsylvania
$5.56M +$452K +5,941 +9%
FCA
774
FLC Capital Advisors
California
$5.53M +$155K +2,040 +3%
TTWM
775
TCV Trust & Wealth Management
Virginia
$5.52M +$20.7K +272 +0.4%

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.