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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
GTCM
1251
Gyon Technologies Capital Management
New Jersey
$2.03M -$170K -2,237 -8%
CL
1252
CPWM LLC
Washington
$2.02M -$12.2K -161 -0.6%
PIM
1253
Penobscot Investment Management
Massachusetts
$2.02M -$84.4K -1,110 -4%
PMA
1254
Prudent Man Advisors
Illinois
$2.02M +$745K +9,797 +57%
KFS
1255
Kurt F. Somerville
$2.02M
AIC
1256
Archer Investment Corporation
Indiana
$2.01M +$175K +2,297 +9%
KOC
1257
Koss-Olinger Consulting
Florida
$2.01M +$61.5K +808 +3%
Capital Fund Management (CFM)
1258
Capital Fund Management (CFM)
France
$2.01M -$3.39M -44,602 -62%
AWM
1259
Altium Wealth Management
New York
$2.01M -$16.4K -216 -0.8%
CB
1260
CNB Bank
Pennsylvania
$2.01M +$145K +1,906 +8%
WAM
1261
Werlinich Asset Management
Connecticut
$2.01M +$76.1K +1,000 +4%
CAN
1262
Claraphi Advisory Network
United States
$2M -$201K -2,644 -9%
HKIM
1263
Hayek Kallen Investment Management
Alabama
$2M +$93.2K +1,225 +5%
BJL
1264
Brighton Jones LLC
Washington
$2M +$124K +1,624 +6%
DPIM
1265
Duff & Phelps Investment Management
Illinois
$2M -$44.8K -589 -2%
CCA
1266
Checchi Capital Advisers
California
$1.99M -$122K -1,609 -6%
CCWA
1267
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.99M -$12.5K -165 -0.6%
BCP
1268
Blue Chip Partners
Michigan
$1.99M -$76.8K -1,010 -4%
FAM
1269
Fulcrum Asset Management
United Kingdom
$1.99M
WAS
1270
Wealth Advisory Solutions
Indiana
$1.97M +$1.4M +18,357 +232%
SIC
1271
Shoker Investment Counsel
Ohio
$1.97M +$90.3K +1,187 +5%
BU
1272
BBVA USA
Alabama
$1.97M -$160K -2,103 -7%
MP
1273
McDonald Partners
Ohio
$1.97M +$19.5K +257 +1%
WB
1274
Webster Bank
Connecticut
$1.96M -$16.1K -212 -0.8%
SC
1275
Sawyer & Company
Massachusetts
$1.96M +$97.3K +1,280 +5%

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.