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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
US Bancorp
126
US Bancorp
Minnesota
$143M -$409K -5,375 -0.3%
AP
127
Antipodes Partners
Australia
$143M -$11.8M -154,947 -8%
Aviva
128
Aviva
United Kingdom
$143M -$4.55M -59,832 -3%
MSV
129
MN Services Vermogensbeheer
Netherlands
$142M +$2.53M +33,300 +2%
Retirement Systems of Alabama
130
Retirement Systems of Alabama
Alabama
$139M +$4.14M +54,473 +3%
SC
131
SRB Corp
Massachusetts
$139M
Adage Capital Partners
132
Adage Capital Partners
Massachusetts
$135M +$22.5M +296,000 +20%
HF
133
HRT Financial
New York
$134M +$80.5M +1,058,446 +145%
JMPWA
134
JP Morgan Private Wealth Advisors
California
$134M +$6.95M +91,445 +5%
SCM
135
Smead Capital Management
Arizona
$130M +$2.95M +38,828 +2%
EAM
136
Eagle Asset Management
Florida
$130M +$1.11M +14,535 +0.9%
NIPH
137
NN Investment Partners Holdings
Netherlands
$129M +$7.72M +101,531 +6%
KeyBank National Association
138
KeyBank National Association
Ohio
$128M +$1.23M +16,201 +1%
LFG
139
Lazard Frères Gestion
France
$128M +$19.8M +260,656 +18%
CP
140
Coho Partners
Pennsylvania
$128M -$41M -539,628 -24%
PAMS
141
Pictet Asset Management (Switzerland)
Switzerland
$127M +$128M +1,689,334 New
SSM
142
Sound Shore Management
Connecticut
$126M +$32.3M +424,939 +34%
Jane Street
143
Jane Street
New York
$125M +$42.4M +557,899 +51%
Bank Julius Baer & Co
144
Bank Julius Baer & Co
Switzerland
$123M -$31.4M -412,615 -20%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$123M -$6.73M -88,459 -5%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$122M -$4.75M -62,440 -4%
Bessemer Group
147
Bessemer Group
New Jersey
$121M +$763K +10,035 +0.6%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$121M -$771K -10,134 -0.6%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$120M +$1.7M +22,374 +1%
Aberdeen Group
150
Aberdeen Group
United Kingdom
$116M -$11.6M -152,555 -9%

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.