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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
FBT
1026
First Bank & Trust
South Dakota
$3.05M +$209K +2,745 +7%
CIC
1027
Cornercap Investment Counsel
Georgia
$3.04M -$119K -1,571 -4%
BC
1028
Burney Company
Virginia
$3.02M -$532 -7 -0%
PCM
1029
Palouse Capital Management
Washington
$3.02M -$80K -1,052 -3%
HVC
1030
Healthcare Value Capital
New Jersey
$3M
KCM
1031
Kempner Capital Management
Texas
$3M
TYCC
1032
Texas Yale Capital Corp
Florida
$2.99M +$1.52K +20 +0.1%
BCM
1033
Beddow Capital Management
Wyoming
$2.98M -$51.3K -675 -2%
Simplex Trading
1034
Simplex Trading
Illinois
$2.98M +$337K +4,436 +13%
GIA
1035
Gladstone Institutional Advisory
Florida
$2.98M +$277K +3,639 +10%
CRC
1036
Curi RMB Capital
Illinois
$2.97M +$152 +2 +0%
AOWM
1037
Alpha Omega Wealth Management
Virginia
$2.97M -$220K -2,891 -7%
AP
1038
Appleton Partners
Massachusetts
$2.95M -$53.8K -708 -2%
AWM
1039
Apollon Wealth Management
South Carolina
$2.95M +$1.58M +20,738 +112%
MCM
1040
Manchester Capital Management
Vermont
$2.94M +$160K +2,100 +6%
EFS
1041
Essex Financial Services
Connecticut
$2.94M +$735K +9,669 +33%
IIC
1042
Ironwood Investment Counsel
Arizona
$2.93M +$116K +1,523 +4%
SCM
1043
Stonebridge Capital Management
California
$2.92M -$51.7K -680 -2%
MIAN
1044
Mariner Independent Advisor Network
Kansas
$2.92M -$272K -3,580 -8%
WPC
1045
White Pine Capital
Minnesota
$2.91M -$39.2K -515 -1%
TCM
1046
Telos Capital Management
California
$2.9M -$783K -10,301 -21%
CTI
1047
Community Trust & Investment
Kentucky
$2.89M +$2.1M +27,621 +253%
HCM
1048
Hengehold Capital Management
Ohio
$2.89M +$60.7K +798 +2%
SWA
1049
SFMG Wealth Advisors
Texas
$2.88M -$78.5K -1,032 -3%
AC
1050
Asio Capital
Kentucky
$2.88M +$101K +1,331 +4%

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.