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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
EWA
1351
EP Wealth Advisors
California
$1.71M -$881K -11,583 -34%
HCM
1352
Hodges Capital Management
Texas
$1.71M -$471K -6,197 -21%
FFA
1353
First Foundation Advisors
California
$1.71M +$112K +1,472 +7%
WHG
1354
Westwood Holdings Group
Texas
$1.71M -$357K -4,697 -17%
BMWM
1355
Brown Miller Wealth Management
Virginia
$1.71M -$15.3K -201 -0.9%
SCP
1356
Sandhill Capital Partners
New York
$1.71M +$185K +2,434 +12%
ACM
1357
Allred Capital Management
Texas
$1.71M -$7.91K -104 -0.5%
IF
1358
Intrua Financial
Texas
$1.7M +$857K +11,267 +117%
CC
1359
Cypress Capital
Tennessee
$1.7M +$337K +4,434 +24%
PWMAG
1360
Pinnacle Wealth Management Advisory Group
New Jersey
$1.7M +$724K +9,520 +73%
CFA
1361
Carroll Financial Associates
North Carolina
$1.7M -$78.9K -1,037 -4%
WCM
1362
Wallace Capital Management
Texas
$1.69M -$121K -1,591 -7%
KCM
1363
Kanawha Capital Management
Virginia
$1.68M -$152K -2,001 -8%
AMIM
1364
Aull & Monroe Investment Management
Alabama
$1.68M -$16.1K -212 -0.9%
PGIM
1365
Pacific Global Investment Management
California
$1.67M +$14.8K +195 +0.9%
VCAM
1366
Van Cleef Asset Management
Ohio
$1.67M
Nomura Holdings
1367
Nomura Holdings
Japan
$1.67M -$3.11M -40,854 -66%
LWAC
1368
Laurel Wealth Advisors (California)
California
$1.66M -$66.5K -874 -4%
WI
1369
Wafra Inc
New York
$1.66M -$851K -11,189 -34%
MSS
1370
Mitchell Sinkler & Starr
Pennsylvania
$1.66M -$28.1K -370 -2%
EGM
1371
Engineers Gate Manager
New York
$1.66M +$1.68M +22,034 New
CC
1372
Cadinha & Co
Hawaii
$1.65M +$674K +8,865 +67%
AAM
1373
Ascension Asset Management
New York
$1.65M
CHC
1374
City Holding Co
West Virginia
$1.64M -$506K -6,657 -23%
ANRIA
1375
American National Registered Investment Advisor
Texas
$1.64M -$5.63K -74 -0.3%

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.