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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
SSB
926
Sandy Spring Bank
Maryland
$3.74M +$122K +1,605 +3%
HT
927
HighTower Trust
Texas
$3.74M -$20.8K -274 -0.5%
SCA
928
Stokes Capital Advisors
South Carolina
$3.73M -$59.2K -779 -2%
AF
929
Alerus Financial
North Dakota
$3.72M +$111K +1,454 +3%
MCM
930
Marathon Capital Management
Maryland
$3.72M +$165K +2,171 +5%
AC
931
Allstate Corporation
Illinois
$3.71M -$287K -3,771 -7%
RSC
932
Red Spruce Capital
Pennsylvania
$3.71M +$279K +3,671 +8%
Squarepoint
933
Squarepoint
New York
$3.71M +$966K +12,697 +35%
CBN
934
Cadence Bank NA
Texas
$3.68M -$4.71K -62 -0.1%
ADBIC
935
A.D. Beadell Investment Counsel
Wisconsin
$3.66M -$4.79K -63 -0.1%
FNBOMD
936
First National Bank of Mount Dora
Florida
$3.65M +$23.4K +308 +0.6%
PTC
937
Philadelphia Trust Company
Pennsylvania
$3.65M -$114K -1,498 -3%
SWA
938
Stratos Wealth Advisors
Ohio
$3.64M -$118K -1,554 -3%
IA
939
IndexIQ Advisors
New York
$3.63M +$199K +2,618 +6%
CAM
940
Costello Asset Management
Pennsylvania
$3.62M -$463K -6,088 -11%
WANY
941
Wealthspire Advisors (New York)
New York
$3.62M +$1.92M +25,303 +111%
BMA
942
Brooks Moore & Associates
Tennessee
$3.61M +$5.7K +75 +0.2%
HAG
943
HighPoint Advisor Group
Illinois
$3.61M -$475K -6,250 -12%
TAM
944
Tealwood Asset Management
Minnesota
$3.6M +$3.65M +48,001 New
RP
945
Rowlandmiller & Partners
Georgia
$3.59M -$51K -670 -1%
JWCA
946
J.W. Cole Advisors
Florida
$3.59M +$159K +2,092 +5%
PJSIMP
947
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.59M -$158K -2,074 -5%
NO
948
Ninety One
South Africa
$3.58M -$41K -539 -1%
KTM
949
Keeler Thomas Management
Utah
$3.56M +$182K +2,388 +5%
JHCP
950
Jackson Hole Capital Partners
Oklahoma
$3.56M +$96K +1,262 +3%

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.