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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
THWM
1551
Taylor Hoffman Wealth Management
Virginia
$1.17M -$114K -1,500 -9%
GLLW
1552
Graves Light Lenhart Wealth
Virginia
$1.17M -$2.66K -35 -0.2%
TCWM
1553
Total Clarity Wealth Management
Illinois
$1.17M
MWM
1554
Mattern Wealth Management
Kansas
$1.17M -$29.1K -383 -2%
SJIM
1555
St. Johns Investment Management
Florida
$1.16M +$37.6K +495 +3%
AIM
1556
Avity Investment Management
Connecticut
$1.16M -$198K -2,599 -14%
RWA
1557
Roberts Wealth Advisors
California
$1.15M +$1.17M +15,351 New
HFBOT
1558
Home Federal Bank of Tennessee
Tennessee
$1.15M +$9.51K +125 +0.8%
SWMP
1559
Signature Wealth Management Partners
New Jersey
$1.15M +$244K +3,206 +26%
OPTFSNA
1560
Old Point Trust & Financial Services N A
Virginia
$1.15M +$15.2K +200 +1%
SMC
1561
Smith, Moore & Co
Missouri
$1.15M +$86.7K +1,140 +8%
BCM
1562
Bluefin Capital Management
New York
$1.15M -$3.03M -39,834 -72%
BIA
1563
Bigelow Investment Advisors
Maine
$1.14M -$59K -776 -5%
NL
1564
NWAM LLC
Washington
$1.14M -$116K -1,523 -9%
HI
1565
Humankind Investments
New York
$1.13M -$41K -539 -3%
PGA
1566
Portland Global Advisors
Maine
$1.13M
EMG
1567
ETF Managers Group
New Jersey
$1.13M +$182K +2,394 +19%
WEPOG
1568
Wealth Enhancement & Preservation of GA
Georgia
$1.13M +$141K +1,858 +14%
CWP
1569
Capital Wealth Planning
Florida
$1.13M -$140K -1,837 -11%
NHC
1570
Nicholas Hoffman & Company
Georgia
$1.13M -$73.3K -964 -6%
CBT
1571
Central Bank & Trust
Kentucky
$1.13M +$33.6K +442 +3%
IWS
1572
Insight Wealth Strategies
California
$1.12M +$84.6K +1,113 +8%
RIA
1573
Realta Investment Advisors
Delaware
$1.12M +$84.4K +1,110 +8%
NCM
1574
Northwest Capital Management
Oregon
$1.11M +$1.45K +19 +0.1%
CW
1575
CreativeOne Wealth
Kansas
$1.1M -$158K -2,076 -12%

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.