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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
PH
1626
Pinnacle Holdings
Oklahoma
$996K -$27.6K -363 -3%
SP
1627
Symmetry Partners
Connecticut
$994K
EWM
1628
Empirical Wealth Management
Washington
$993K -$125K -1,639 -11%
AFAS
1629
Acorn Financial Advisory Services
Virginia
$990K -$139K -1,826 -12%
HC
1630
Henshaw Capital
Massachusetts
$989K
EML
1631
Eos Management LP
New York
$988K
GHAM
1632
Gilman Hill Asset Management
Connecticut
$988K +$42.7K +561 +4%
DA
1633
Doliver Advisors
Texas
$988K +$73.4K +965 +8%
BWM
1634
BCS Wealth Management
Tennessee
$987K +$25.6K +337 +3%
AW
1635
Alaethes Wealth
Nevada
$986K +$124K +1,635 +14%
BHTS
1636
Bar Harbor Trust Services
Maine
$984K -$4.87K -64 -0.5%
PTP
1637
Platform Technology Partners
New York
$982K -$284K -3,738 -22%
BBNA
1638
Bremer Bank National Association
Minnesota
$978K +$39.5K +519 +4%
AFS
1639
Aft Forsyth & Sober
Florida
$976K
AA
1640
Auxano Advisors
Washington
$974K +$761 +10 +0.1%
EI
1641
Ellevest Inc
New York
$974K +$101K +1,332 +11%
AWM
1642
Altavista Wealth Management
North Carolina
$972K -$37.7K -496 -4%
RIA
1643
Regal Investment Advisors
Michigan
$972K +$11.3K +148 +1%
AW
1644
ACG Wealth
Georgia
$971K +$51.7K +680 +6%
BC
1645
Burleson & Co
California
$968K +$228 +3 +0%
PL
1646
Plancorp LLC
Missouri
$965K +$12.5K +165 +1%
COCM
1647
Charter Oak Capital Management
New Hampshire
$965K +$76.6K +1,007 +9%
AIL
1648
AGF Investments LLC
Ontario, Canada
$965K +$589K +7,742 +152%
GJIC
1649
Gamble Jones Investment Counsel
California
$961K -$68.4K -900 -7%
KC
1650
Knuff & Co
California
$959K -$5.7K -75 -0.6%

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.