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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
CYG
1676
Clean Yield Group
Vermont
$919K +$8.75K +115 +0.9%
PC
1677
Port Capital
Illinois
$918K -$16K -210 -2%
VWM
1678
Vigilare Wealth Management
Arizona
$917K +$358K +4,701 +63%
NFG
1679
Nations Financial Group
Iowa
$916K +$138K +1,818 +18%
WGA
1680
Weather Gauge Advisory
Virginia
$915K
MAWCM
1681
Mine & Arao Wealth Creation & Management
California
$912K +$24.9K +327 +3%
HWM
1682
Hemington Wealth Management
Virginia
$910K -$6.77K -89 -0.7%
APG
1683
Abacus Planning Group
South Carolina
$910K +$13.7K +180 +2%
ICM
1684
IMS Capital Management
Oregon
$910K +$56.1K +737 +6%
LA
1685
Latitude Advisors
Florida
$910K +$494K +6,501 +116%
UF
1686
Univest Financial
Pennsylvania
$906K -$11.8K -155 -1%
BPCA
1687
Bank Pictet & Cie (Asia)
Singapore
$906K -$6.54K -86 -0.7%
CA
1688
Capital Advantage
California
$903K -$126K -1,660 -12%
WG
1689
Winton Group
United Kingdom
$903K +$417K +5,488 +84%
PAWC
1690
P.A.W. Capital
Connecticut
$901K
CB
1691
Cadence Bank
Mississippi
$901K +$68.4K +899 +8%
SAM
1692
Security Asset Management
New York
$897K +$684 +9 +0.1%
CWP
1693
CFM Wealth Partners
Texas
$897K +$15.5K +204 +2%
DAM
1694
Deltec Asset Management
New York
$896K +$532K +7,000 +142%
FNC
1695
First National Corp
Massachusetts
$894K +$162K +2,135 +22%
TBNY
1696
Trustco Bank (New York)
New York
$892K +$5.48K +72 +0.6%
CAS
1697
Cascadia Advisory Services
Oregon
$892K +$24.7K +325 +3%
MFG
1698
MidWestOne Financial Group
Iowa
$892K +$227K +2,983 +34%
FHC
1699
First Heartland Consultants
Missouri
$891K -$259K -3,411 -22%
MMHP
1700
Murphy Middleton Hinkle & Parker
Georgia
$891K -$24.9K -328 -3%

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.