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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
RCP
851
Rothschild Capital Partners
New York
$4.64M +$89K +1,170 +2%
SWM
852
Spire Wealth Management
Virginia
$4.63M -$185K -2,435 -4%
ODCM
853
Old Dominion Capital Management
Virginia
$4.63M +$65K +854 +1%
VWM
854
Valley Wealth Managers
New Jersey
$4.62M -$24K -315 -0.5%
VFA
855
Valeo Financial Advisors
Indiana
$4.61M +$816K +10,734 +15%
CAL
856
Capital Analysts LLC
Pennsylvania
$4.6M +$18K +237 +0.4%
IFAM
857
Institutional & Family Asset Management
Colorado
$4.58M -$6.46K -85 -0.1%
BB
858
Berkshire Bank
Massachusetts
$4.57M -$72.6K -954 -2%
DMBA
859
Deseret Mutual Benefit Administrators
Utah
$4.57M +$3.36M +44,141 +264%
RIM
860
Regent Investment Management
Kentucky
$4.56M -$14.1K -185 -0.3%
BCM
861
Birmingham Capital Management
Alabama
$4.56M -$53.2K -700 -1%
MAM
862
Madison Asset Management
Wisconsin
$4.55M -$12.1K -159 -0.3%
SFWA
863
Summit Financial Wealth Advisors
Louisiana
$4.54M +$392K +5,160 +9%
AWM
864
Avitas Wealth Management
California
$4.54M +$2.36K +31 +0.1%
MCP
865
Martin Capital Partners
Oregon
$4.5M +$51.6K +679 +1%
WCM
866
Wisconsin Capital Management
Wisconsin
$4.47M +$4.17M +54,841 +1,162%
KWM
867
Kingsview Wealth Management
Oregon
$4.46M +$4.56K +60 +0.1%
BFG
868
Berger Financial Group
Minnesota
$4.46M +$49K +644 +1%
CWA
869
Carolina Wealth Advisors
South Carolina
$4.44M +$121K +1,592 +3%
MLL
870
Moody Lynn & Lieberson
Massachusetts
$4.42M -$2.45M -32,262 -35%
PFS
871
Prospera Financial Services
Texas
$4.42M +$2.89K +38 +0.1%
SAM
872
Sompo Asset Management
Japan
$4.39M +$738K +9,710 +20%
WLPWM
873
Walled Lake Planning & Wealth Management
Illinois
$4.37M +$124K +1,630 +3%
SC
874
Sepio Capital
Utah
$4.37M +$169K +2,226 +4%
APP
875
Avantax Planning Partners
Iowa
$4.36M -$933K -12,273 -17%

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.