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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
BIM
826
Bridges Investment Management
Nebraska
$4.79M -$108K -1,425 -2%
RWM
827
Rench Wealth Management
Texas
$4.79M +$70.1K +922 +1%
AAM
828
Azzad Asset Management
Virginia
$4.79M +$435K +5,723 +10%
MCA
829
Mercer Capital Advisers
New Jersey
$4.78M -$146K -1,925 -3%
BCM
830
BTC Capital Management
Iowa
$4.77M -$339K -4,460 -7%
AAS
831
Annex Advisory Services
Wisconsin
$4.77M +$778K +10,235 +19%
PHS
832
Pekin Hardy Strauss
Illinois
$4.76M +$47.1K +619 +1%
AT
833
Arden Trust
Delaware
$4.76M +$24K +315 +0.5%
NIM
834
Northeast Investment Management
Massachusetts
$4.75M -$373K -4,908 -7%
SIM
835
Studio Investment Management
Illinois
$4.75M +$4.81M +63,235 New
TCOT
836
Trust Company of Toledo
Ohio
$4.74M -$16K -210 -0.3%
BO
837
Bank OZK
Arkansas
$4.73M -$76K -999 -2%
BRM
838
Boston Research & Management
Massachusetts
$4.73M +$229K +3,015 +5%
CAM
839
Covenant Asset Management
New Jersey
$4.73M -$2.13K -28 -0%
PAG
840
Private Advisory Group
Washington
$4.72M +$498K +6,551 +12%
AIM
841
Anchor Investment Management
South Carolina
$4.72M +$226K +2,978 +5%
FWM
842
Frontier Wealth Management
Missouri
$4.72M +$693K +9,117 +17%
PI
843
PFS Investments
Georgia
$4.7M +$142K +1,871 +3%
BKA
844
Brick & Kyle Associates
Pennsylvania
$4.7M +$82.6K +1,086 +2%
NB
845
NBT Bank
New York
$4.69M +$26.5K +349 +0.6%
HAS
846
HBW Advisory Services
California
$4.69M +$214K +2,817 +5%
ED
847
Exane Derivatives
France
$4.69M +$680K +8,947 +17%
CC
848
Capital Counsel
New York
$4.68M -$214K -2,815 -4%
BOC
849
Barbara Oil Co
Illinois
$4.68M
BAM
850
Bruderman Asset Management
New York
$4.65M +$49.9K +656 +1%

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.