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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
MSAM
1451
Moloney Securities Asset Management
Missouri
$1.44M +$7.83K +103 +0.5%
MAM
1452
Mastrapasqua Asset Management
Tennessee
$1.44M -$145K -1,910 -9%
IAMOG
1453
Investors Asset Management of Georgia
Georgia
$1.44M +$76 +1 +0%
GSEP
1454
Golden State Equity Partners
California
$1.43M -$101K -1,334 -7%
WA
1455
WestEnd Advisors
North Carolina
$1.43M
XWM
1456
Xcel Wealth Management
Florida
$1.42M +$262K +3,450 +22%
ANBT
1457
American National Bank & Trust
Texas
$1.42M +$63.1K +830 +5%
WCM
1458
Windsor Capital Management
Arizona
$1.41M -$9.43K -124 -0.7%
MIAS
1459
Mason Investment Advisory Services
Virginia
$1.41M
GIM
1460
Guardian Investment Management
California
$1.4M -$395K -5,200 -22%
TW
1461
TrinityPoint Wealth
Connecticut
$1.4M +$156K +2,054 +12%
GC
1462
Grimes & Company
Massachusetts
$1.4M -$8.67K -114 -0.6%
PAM
1463
Peak Asset Management
Colorado
$1.4M +$3.65K +48 +0.3%
NME
1464
Notis-McConarty Edward
$1.4M -$7.61K -100 -0.5%
RI
1465
Ridgewood Investments
New Jersey
$1.39M -$52.9K -696 -4%
MCA
1466
Magnolia Capital Advisors
Mississippi
$1.38M +$166K +2,179 +13%
RSWM
1467
Robertson Stephens Wealth Management
California
$1.38M +$2.51K +33 +0.2%
RIM
1468
Redwood Investment Management
Arizona
$1.38M +$70.2K +923 +5%
MC
1469
Martin & Co
Tennessee
$1.38M +$110K +1,445 +9%
KMWM
1470
Keudell/Morrison Wealth Management
Oregon
$1.38M +$34.5K +453 +3%
TSWM
1471
Triangle Securities Wealth Management
North Carolina
$1.38M +$8.29K +109 +0.6%
PWSG
1472
Pacific Wealth Strategies Group
California
$1.37M +$42K +552 +3%
BP
1473
BBR Partners
New York
$1.37M +$124K +1,625 +10%
MMPW
1474
Mitchell McLeod Pugh & Williams
Alabama
$1.36M +$9.89K +130 +0.7%
FFN
1475
Focus Financial Network
Minnesota
$1.36M +$25.9K +340 +2%

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.