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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
BL
1476
Balentine LLC
Georgia
$1.36M +$639K +8,402 +87%
QIM
1477
Quest Investment Management
Oregon
$1.35M
PIG
1478
Pantheon Investment Group
California
$1.35M -$76K -999 -5%
FBFS
1479
First Business Financial Services
Wisconsin
$1.35M -$8.06K -106 -0.6%
VRM
1480
Vectors Research Management
New York
$1.35M +$73.6K +968 +6%
CT
1481
Columbia Trust
Oregon
$1.34M +$32.3K +425 +2%
MCIA
1482
Mountain Capital Investment Advisors
Colorado
$1.34M +$92.9K +1,222 +8%
CIM
1483
CIM Investment Management
Pennsylvania
$1.33M -$7.38K -97 -0.5%
HC
1484
HNP Capital
New York
$1.33M +$54.6K +718 +4%
KCPG
1485
Kavar Capital Partners Group
Kansas
$1.32M +$20.9K +275 +2%
FFA
1486
Founders Financial Alliance
North Carolina
$1.32M +$41.7K +548 +3%
ABTD
1487
Arvest Bank Trust Division
Oklahoma
$1.32M +$203K +2,666 +18%
ASFA
1488
All Season Financial Advisors
Colorado
$1.32M -$387K -5,090 -22%
DHFB
1489
Dixon Hubard Feinour & Brown
Virginia
$1.31M -$132K -1,733 -9%
LSAG
1490
Lake Street Advisors Group
New Hampshire
$1.31M +$131K +1,729 +11%
WP
1491
WealthSource Partners
California
$1.31M +$41.8K +550 +3%
AB
1492
Atlas Brown
Kentucky
$1.31M +$4.56K +60 +0.3%
PA
1493
Procyon Advisors
Connecticut
$1.31M -$428K -5,621 -24%
MCM
1494
Maple Capital Management
Vermont
$1.31M -$63.3K -832 -5%
IAN
1495
Integrated Advisors Network
Texas
$1.31M +$308K +4,054 +30%
AA
1496
Argent Advisors
Louisiana
$1.3M +$158K +2,073 +14%
FAIM
1497
Financial Advocates Investment Management
Washington
$1.3M -$71.8K -944 -5%
FSA
1498
Financial Sense Advisors
California
$1.3M +$253K +3,323 +24%
AF
1499
Arrow Financial
New York
$1.3M -$2.5M -32,914 -66%
ACM
1500
Ategra Capital Management
Virginia
$1.3M +$1.06M +13,995 +422%

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.