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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
PFS
1651
Physicians Financial Services
North Carolina
$959K +$7.61K +100 +0.8%
HJGA
1652
Hardman Johnston Global Advisors
Connecticut
$958K
AO
1653
Advisor OS
Illinois
$957K +$48.2K +634 +5%
AWM
1654
Absher Wealth Management
North Carolina
$956K +$193K +2,542 +25%
HI
1655
HBK Investments
Texas
$953K -$1.34M -17,624 -58%
NAM
1656
NorthCoast Asset Management
Connecticut
$953K
WMA
1657
Wealth Management Associates
New Jersey
$952K +$14.8K +195 +2%
BFA
1658
Beacon Financial Advisory
Ohio
$952K -$5.4K -71 -0.6%
YIA
1659
YHB Investment Advisors
Connecticut
$946K -$54.8K -720 -5%
GFPC
1660
Global Financial Private Client
Florida
$945K +$35.5K +467 +4%
AI
1661
Accredited Investors
Minnesota
$945K +$532 +7 +0.1%
V
1662
VeraBank
Texas
$944K +$43.7K +575 +5%
CS
1663
Cannell & Spears
New York
$943K -$22.8K -300 -2%
GFS
1664
GYL Financial Synergies
Connecticut
$939K -$1.14K -15 -0.1%
LFM
1665
Lumina Fund Management
New York
$939K
LFA
1666
Legacy Financial Advisors
Kentucky
$939K +$44K +579 +5%
SWM
1667
Segment Wealth Management
Texas
$938K -$15.1K -198 -2%
CWAG
1668
Compton Wealth Advisory Group
Virginia
$933K +$2.21K +29 +0.2%
WFM
1669
Wolff Financial Management
Michigan
$932K +$944K +12,414 New
FMTCOCP
1670
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$931K
LC
1671
LCNB Corp
Ohio
$928K +$75.3K +990 +9%
MIFH
1672
Migdal Insurance & Financial Holdings
Israel
$928K +$766K +10,076 +441%
PCM
1673
Perkins Capital Management
Minnesota
$922K
SF
1674
Summit Financial
New Jersey
$920K -$93.2K -1,226 -9%
TSS
1675
Two Sigma Securities
New York
$919K -$1.86M -24,442 -67%

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.