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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
OA
1326
Oak Associates
Ohio
$1.78M
ACP
1327
Aviance Capital Partners
Florida
$1.78M +$23.7K +311 +1%
SOAMC
1328
Spirit of America Management Corp
New York
$1.78M
EIP
1329
Ellis Investment Partners
Pennsylvania
$1.78M +$53K +697 +3%
TA
1330
Townsend & Associates
Colorado
$1.78M +$482K +6,340 +40%
BFA
1331
Brendel Financial Advisors
New Hampshire
$1.77M
HIA
1332
Harbor Investment Advisory
Maryland
$1.77M +$34.8K +458 +2%
CCM
1333
Chiron Capital Management
Florida
$1.76M +$202K +2,650 +13%
JWM
1334
Jupiter Wealth Management
Colorado
$1.76M -$723K -9,500 -31%
CA
1335
Callahan Advisors
Texas
$1.76M +$1.36M +17,931 +326%
SS
1336
Simplicity Solutions
Minnesota
$1.76M +$720K +9,468 +68%
JAG
1337
Journey Advisory Group
Kentucky
$1.75M -$174K -2,287 -9%
FPS
1338
Fieldpoint Private Securities
Connecticut
$1.75M -$6.01K -79 -0.3%
KFI
1339
Key Financial Inc
Pennsylvania
$1.75M +$32.2K +423 +2%
EP
1340
Eudaimonia Partners
Tennessee
$1.75M -$13.9K -183 -0.8%
SG Americas Securities
1341
SG Americas Securities
New York
$1.74M -$46.7M -613,971 -96%
PK
1342
Pflug Koory
Nebraska
$1.74M -$52.6K -692 -3%
GCM
1343
Glynn Capital Management
California
$1.73M
DAS
1344
Dynamic Advisor Solutions
Arizona
$1.73M +$109K +1,437 +7%
QCM
1345
Quest Capital Management
Texas
$1.73M +$35K +460 +2%
PWW
1346
Pettyjohn Wood & White
Virginia
$1.73M -$2.66K -35 -0.2%
WCM
1347
Washington Capital Management
Washington
$1.73M +$299K +3,935 +21%
QCG
1348
Quadrant Capital Group
Ohio
$1.72M +$232K +3,046 +15%
GFA
1349
Gifford Fong Associates
California
$1.72M
PAM
1350
Palisade Asset Management
Minnesota
$1.72M +$63.8K +839 +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.