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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
MCC
1401
Malaga Cove Capital
California
$1.56M +$213K +2,805 +16%
WA
1402
WBH Advisory
Maryland
$1.56M +$78.1K +1,027 +5%
CCFCSB
1403
Cape Cod Five Cents Savings Bank
Massachusetts
$1.56M -$66.3K -872 -4%
MW
1404
Marcum Wealth
Ohio
$1.55M +$32K +421 +2%
PIMG
1405
Patriot Investment Management Group
Tennessee
$1.55M +$62.1K +817 +4%
SIAG
1406
Signet Investment Advisory Group
Rhode Island
$1.55M -$288K -3,788 -16%
CC
1407
Chicago Capital
Illinois
$1.55M +$148K +1,951 +10%
FTDI
1408
First Trust Direct Indexing
Massachusetts
$1.55M +$64.6K +850 +4%
AFG
1409
Albion Financial Group
Utah
$1.55M +$166K +2,182 +12%
CA
1410
Cornerstone Advisory
Maryland
$1.54M +$175K +2,302 +13%
CIP
1411
Convergence Investment Partners
Florida
$1.54M -$431K -5,663 -22%
RA
1412
RFG Advisory
Alabama
$1.53M +$466K +6,129 +43%
RWP
1413
Ridgecrest Wealth Partners
California
$1.53M +$6.69K +88 +0.4%
TC
1414
Trust Company
Kansas
$1.53M +$42.4K +558 +3%
JIP
1415
Jaffetilchin Investment Partners
Florida
$1.53M -$890K -11,708 -37%
PPW
1416
Parcion Private Wealth
Washington
$1.52M +$24.2K +318 +2%
AJ
1417
Ashburton (Jersey)
Jersey
$1.52M +$8.82K +116 +0.6%
SWA
1418
Sutton Wealth Advisors
Florida
$1.52M +$2.13K +28 +0.1%
IWA
1419
IVC Wealth Advisors
Pennsylvania
$1.52M -$33.7K -443 -2%
FCT
1420
Family Capital Trust
Massachusetts
$1.52M
CGL
1421
Clarius Group LLC
Washington
$1.52M -$11.9K -156 -0.8%
HA
1422
Herold Advisors
New York
$1.51M +$1.53M +20,168 New
BCA
1423
Berman Capital Advisors
Georgia
$1.51M +$147K +1,935 +11%
CCM
1424
Crossvault Capital Management
Texas
$1.51M +$864K +11,365 +131%
WP
1425
Woodline Partners
California
$1.5M -$27.9M -366,870 -95%

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.