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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
RSVP
951
Ramsay Stattman Vela & Price
Colorado
$3.56M +$195K +2,565 +6%
T
952
TNF
Montana
$3.56M +$3.68M +48,435 New
MAFM
953
Mid Atlantic Financial Management
Pennsylvania
$3.54M +$20.7K +272 +0.6%
BS
954
Boenning & Scattergood
Pennsylvania
$3.53M -$30.3K -399 -0.8%
CCP
955
Clough Capital Partners
Massachusetts
$3.53M
WA
956
WealthTrust Axiom
Pennsylvania
$3.53M +$608 +8 +0%
CT
957
Coastline Trust
Rhode Island
$3.52M +$16K +210 +0.4%
GIM
958
Greylin Investment Management
Virginia
$3.52M
HFM
959
Hartford Financial Management
Connecticut
$3.52M +$80.6K +1,060 +2%
PCM
960
Poehling Capital Management
Wisconsin
$3.51M +$128K +1,681 +4%
GVAG
961
Great Valley Advisor Group
Delaware
$3.51M -$98.3K -1,293 -3%
Assenagon Asset Management
962
Assenagon Asset Management
Luxembourg
$3.47M +$1.87M +24,553 +113%
CCM
963
Cox Capital Management
Massachusetts
$3.46M +$71.9K +946 +2%
OPPTF
964
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.46M +$85.4K +1,123 +3%
SVWAG
965
Sound View Wealth Advisors Group
Georgia
$3.46M +$2.66K +35 +0.1%
WSTAM
966
Wilbanks Smith & Thomas Asset Management
Virginia
$3.46M -$4.33K -57 -0.1%
WF
967
WoodTrust Financial
Wisconsin
$3.46M +$291K +3,832 +9%
CS
968
Comerica Securities
Michigan
$3.45M -$129K -1,692 -4%
FFBTD
969
First Financial Bank - Trust Division
Ohio
$3.45M -$162K -2,131 -4%
SYBT
970
Stock Yards Bank & Trust
Kentucky
$3.43M +$73.5K +967 +2%
BO
971
BRR OpCo
Ohio
$3.42M +$56.8K +747 +2%
AC
972
Abbrea Capital
California
$3.42M -$83.7K -1,100 -2%
NFT
973
Nan Fung Trinity
Hong Kong
$3.41M
PCS
974
Personal CFO Solutions
New Jersey
$3.4M +$3.88K +51 +0.1%
HIP
975
Harrell Investment Partners
Texas
$3.39M +$28.5K +375 +0.8%

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.