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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
TFIPS
1526
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.23M +$90.5K +1,190 +8%
GDP
1527
Great Diamond Partners
Maine
$1.23M -$228 -3 -0%
TCM
1528
Teza Capital Management
Illinois
$1.22M -$315K -4,146 -20%
KCM
1529
Kendall Capital Management
Maryland
$1.22M +$83.7K +1,100 +7%
KA
1530
Klingman & Associates
New York
$1.22M +$468K +6,157 +61%
WI
1531
WrapManager Inc
California
$1.22M +$30.9K +406 +3%
CWM
1532
Cornerstone Wealth Management
Missouri
$1.21M -$9.73K -128 -0.8%
CFA
1533
Camarda Financial Advisors
Florida
$1.21M -$520K -6,837 -30%
CWM
1534
Calamos Wealth Management
Illinois
$1.21M -$33.4K -439 -3%
BFPW
1535
BOK Financial Private Wealth
Colorado
$1.21M +$155K +2,040 +15%
AIM
1536
Allen Investment Management
New York
$1.2M +$684K +9,000 +129%
FAM
1537
Formidable Asset Management
Ohio
$1.2M -$40.4K -531 -3%
DAM
1538
Delta Asset Management
Tennessee
$1.2M
EWM
1539
Endurance Wealth Management
Rhode Island
$1.2M
GCM
1540
Gables Capital Management
Florida
$1.2M -$6.08K -80 -0.5%
FWP
1541
FAS Wealth Partners
Kansas
$1.19M +$103K +1,352 +9%
GTAM
1542
Global Trust Asset Management
Florida
$1.19M +$332K +4,370 +38%
KPW
1543
Kore Private Wealth
New York
$1.19M +$62.7K +825 +6%
WPP
1544
Whalerock Point Partners
Rhode Island
$1.18M +$66.5K +875 +6%
LHC
1545
Little House Capital
Massachusetts
$1.18M -$24.4K -321 -2%
CHJWM
1546
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.18M +$51.7K +680 +5%
AWA
1547
Arkadios Wealth Advisors
Georgia
$1.17M -$130K -1,703 -10%
STC
1548
Sarah T. Connolly
$1.17M -$2.28K -30 -0.2%
WBC
1549
West Branch Capital
Massachusetts
$1.17M -$54.2K -712 -4%
LA
1550
LVW Advisors
New York
$1.17M +$62.9K +827 +6%

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.