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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
SCM
1151
Silvant Capital Management
Georgia
$2.39M -$219K -2,876 -8%
SC
1152
Savant Capital
Illinois
$2.38M -$163K -2,144 -6%
KFBMI
1153
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.38M
FCCM
1154
First City Capital Management
Georgia
$2.37M +$91.6K +1,205 +4%
OAJ
1155
Ogorek Anthony Joseph
New York
$2.37M +$1.6K +21 +0.1%
HAC
1156
Harbor Advisory Corp
New Hampshire
$2.37M +$38K +500 +2%
WPW
1157
Waldron Private Wealth
Pennsylvania
$2.35M +$174K +2,283 +8%
MBTD
1158
Mechanics Bank - Trust Department
California
$2.35M -$7.45K -98 -0.3%
BOPW
1159
Brandywine Oak Private Wealth
Pennsylvania
$2.35M +$130K +1,705 +6%
SCM
1160
Schnieders Capital Management
California
$2.35M +$334K +4,392 +16%
LIM
1161
Loudon Investment Management
New Hampshire
$2.33M +$556K +7,305 +31%
CI
1162
CX Institutional
Indiana
$2.33M +$10.7K +141 +0.5%
PWMG
1163
Prestige Wealth Management Group
New Jersey
$2.31M +$52.4K +689 +2%
JFGIW
1164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.31M -$611K -8,039 -21%
ARG
1165
Advisory Resource Group
Oklahoma
$2.31M +$20.7K +272 +0.9%
FFG
1166
Fortem Financial Group
California
$2.31M +$55.7K +733 +2%
GBT
1167
Grove Bank & Trust
Florida
$2.31M +$96.2K +1,265 +4%
AIA
1168
AIMZ Investment Advisors
California
$2.31M -$36K -473 -2%
BCMO
1169
Buckingham Capital Management (Ohio)
Ohio
$2.3M -$133K -1,748 -5%
AFM
1170
Andesa Financial Management
Pennsylvania
$2.3M +$1.84M +24,228 +378%
BP
1171
Ballentine Partners
Massachusetts
$2.3M +$3.88K +51 +0.2%
CAM
1172
Cubic Asset Management
Massachusetts
$2.3M +$58.9K +775 +3%
SAM
1173
Strategy Asset Managers
California
$2.29M -$35.4K -465 -2%
EH
1174
Equitable Holdings
New York
$2.29M +$45.1K +593 +2%
BCA
1175
Bay Colony Advisors
Massachusetts
$2.28M +$31.9K +419 +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.