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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
GAG
1601
GM Advisory Group
New York
$1.06M +$21.3K +280 +2%
VNA
1602
Valley National Advisers
Pennsylvania
$1.05M -$15.8K -208 -1%
HIM
1603
Hotaling Investment Management
Pennsylvania
$1.05M -$479K -6,300 -31%
NAMP
1604
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.05M -$38K -500 -3%
WIM
1605
Waverton Investment Management
United Kingdom
$1.05M
CA
1606
Commerzbank Aktiengesellschaft
Germany
$1.05M +$200K +2,630 +23%
IWM
1607
IHT Wealth Management
Illinois
$1.05M -$598K -7,869 -36%
IBOK
1608
Independence Bank of Kentucky
Kentucky
$1.05M -$28.9K -380 -3%
CWM
1609
Cedar Wealth Management
California
$1.05M +$42.7K +562 +4%
MWM
1610
Madison Wealth Management
Ohio
$1.05M +$8.52K +112 +0.8%
LF
1611
Lantz Financial
Illinois
$1.04M +$38.1K +501 +4%
SLT
1612
St Louis Trust
Missouri
$1.03M -$174K -2,286 -14%
DWM
1613
Dorchester Wealth Management
Quebec, Canada
$1.03M -$21.3K -280 -2%
APW
1614
Aurora Private Wealth
New Jersey
$1.03M -$9.36K -123 -0.9%
BV
1615
Boxwood Ventures
Illinois
$1.03M +$1.03M +13,563 New
PFM
1616
Parsec Financial Management
North Carolina
$1.03M -$54K -710 -5%
FSA
1617
Franklin Street Advisors
North Carolina
$1.03M -$19.5K -257 -2%
VWA
1618
Visionary Wealth Advisors
Illinois
$1.03M +$313K +4,109 +43%
EN1L
1619
Engine No 1 LLC
California
$1.02M +$422K +5,551 +69%
IC
1620
Inverness Counsel
New York
$1.02M -$23.7K -312 -2%
MSU
1621
Mizuho Securities USA
New York
$1.01M +$24.9K +327 +2%
LMAM
1622
Legg Mason Asset Management
Japan
$1.01M +$53.2K +700 +5%
HIM
1623
HawsGoodwin Investment Management
Tennessee
$1.01M +$29.4K +387 +3%
BWP
1624
BSW Wealth Partners
Colorado
$1M -$58.9K -774 -5%
GRP
1625
Global Retirement Partners
California
$1M +$37K +487 +4%

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.