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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
NCM
1426
Noesis Capital Mangement
Florida
$1.5M +$125K +1,650 +9%
WPA
1427
West Paces Advisors
Georgia
$1.5M +$41.4K +544 +3%
BMC
1428
Beaton Management Company
Massachusetts
$1.5M +$45.6K +600 +3%
MG
1429
Mather Group
Illinois
$1.49M +$219K +2,877 +17%
PFA
1430
Pure Financial Advisors
California
$1.49M +$3.35K +44 +0.2%
CPA
1431
Capital Planning Advisors
California
$1.49M -$1.17M -15,340 -44%
TNA
1432
True North Advisors
Texas
$1.49M +$68.4K +899 +5%
BAM
1433
Brave Asset Management
New Jersey
$1.48M -$38.8K -510 -3%
MBT
1434
Montecito Bank & Trust
California
$1.48M +$3.58K +47 +0.2%
BBI
1435
Baxter Bros Inc
Connecticut
$1.47M -$72.6K -954 -5%
TC
1436
Telemus Capital
Michigan
$1.47M +$193K +2,536 +15%
VA
1437
Valmark Advisers
Ohio
$1.47M -$30.3K -399 -2%
WFI
1438
West Family Investments
California
$1.47M +$223K +2,933 +18%
IFG
1439
Independent Financial Group
California
$1.47M -$77.4K -1,018 -5%
SIM
1440
Sentry Investment Management
Wisconsin
$1.46M -$494K -6,501 -25%
PCA
1441
Pallas Capital Advisors
Massachusetts
$1.46M -$95.2K -1,252 -7%
CM
1442
Columbus Macro
Pennsylvania
$1.45M -$40.2K -528 -3%
PBT
1443
Pictet Bank & Trust
Bahamas
$1.45M -$6.84K -90 -0.5%
DAM
1444
Diamant Asset Management
Connecticut
$1.45M +$1.47M +19,320 New
OC
1445
Oakworth Capital
Alabama
$1.45M -$81.4K -1,070 -5%
LIM
1446
Longfellow Investment Management
Massachusetts
$1.45M
SWM
1447
Sculati Wealth Management
Michigan
$1.45M +$139K +1,826 +10%
ARMC
1448
American Research & Management Company
Massachusetts
$1.44M -$26.6K -350 -2%
IIC
1449
Integrated Investment Consultants
Michigan
$1.44M -$18.6K -244 -1%
HP
1450
Hikari Power
Japan
$1.44M +$312K +4,100 +27%

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.