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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
PA
801
Profund Advisors
Maryland
$5.07M +$32.1K +422 +0.6%
GCM
802
Garland Capital Management
Washington
$5.07M
NCM
803
Narwhal Capital Management
Georgia
$5.06M +$342K +4,500 +7%
SFS
804
Sowell Financial Services
Arkansas
$5.05M -$50.7K -666 -1%
MFG
805
Monte Financial Group
Connecticut
$5.02M +$613K +8,056 +14%
ZIG
806
Zuckerman Investment Group
Illinois
$5.01M -$335K -4,401 -6%
ZB
807
Zions Bancorporation
Utah
$5.01M +$312K +4,100 +7%
TCM
808
Twin Capital Management
Pennsylvania
$4.99M -$3.21M -42,234 -39%
FCBT
809
First Citizens Bank & Trust
North Carolina
$4.98M -$2.97K -39 -0.1%
CCMINC
810
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.97M -$52.6K -691 -1%
AIA
811
Allied Investment Advisors
Montana
$4.97M +$254K +3,345 +5%
KRSITF
812
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.94M -$8.82K -116 -0.2%
OAM
813
Optimal Asset Management
California
$4.92M +$5.55K +73 +0.1%
BOH
814
Bank of Hawaii
Hawaii
$4.88M -$340K -4,470 -6%
SCP
815
Stamos Capital Partners
California
$4.86M
TBA
816
Tower Bridge Advisors
Pennsylvania
$4.85M -$10.3K -135 -0.2%
RFM
817
Royal Fund Management
Florida
$4.84M +$130K +1,708 +3%
LSA
818
L & S Advisors
California
$4.84M +$1.51M +19,905 +45%
FAB
819
First American Bank
Illinois
$4.83M -$18.3K -241 -0.4%
KIA
820
KCM Investment Advisors
California
$4.82M +$195K +2,567 +4%
MPI
821
Mairs & Power Inc
Minnesota
$4.81M -$222K -2,925 -4%
RIM
822
Redpoint Investment Management
Australia
$4.81M -$129K -1,696 -3%
VAG
823
VisionPoint Advisory Group
Texas
$4.8M +$4.48M +58,855 New
CT
824
Chicago Trust
Illinois
$4.8M +$98.5K +1,295 +2%
EM
825
Excalibur Management
Massachusetts
$4.79M -$7.91K -104 -0.2%

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.