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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
CAAS
1701
Capital Asset Advisory Services
Michigan
$890K -$42.7K -562 -5%
MWM
1702
Meridian Wealth Management
Kentucky
$889K -$310K -4,077 -26%
BW
1703
Bison Wealth
Georgia
$889K -$15K -197 -2%
RIG
1704
Roosevelt Investment Group
New York
$889K -$5.7K -75 -0.6%
RAM
1705
Redmond Asset Management
Virginia
$884K +$76 +1 +0%
SC
1706
Schulhoff & Co
Ohio
$884K +$3.8K +50 +0.4%
SG
1707
StoneX Group
New York
$878K -$24.9K -327 -3%
JCM
1708
Jag Capital Management
Missouri
$873K -$2.91M -38,202 -77%
BAM
1709
Blueshift Asset Management
New Jersey
$872K -$705K -9,268 -44%
CII
1710
Capital International Inc
California
$872K -$693K -9,114 -44%
IIM
1711
InTrack Investment Management
Vermont
$869K -$164K -2,161 -18%
SC
1712
Saturna Capital
Washington
$868K -$812K -10,682 -48%
OAM
1713
Occidental Asset Management
California
$868K
AA
1714
Apriem Advisors
California
$866K -$15.8K -208 -2%
CP
1715
Covenant Partners
Tennessee
$865K
BEAM
1716
Baker Ellis Asset Management
Washington
$864K
KJWM
1717
Kiley Juergens Wealth Management
Washington
$864K +$1.9K +25 +0.2%
LI
1718
Lafayette Investments
Maryland
$863K +$221K +2,900 +34%
CHP
1719
Cable Hill Partners
Oregon
$862K +$71.2K +936 +9%
HWMA
1720
Heritage Wealth Management (Arizona)
Arizona
$860K +$79.5K +1,045 +10%
SWP
1721
Summit Wealth Partners
Florida
$859K +$76 +1 +0%
NSAM
1722
North Star Asset Management
Wisconsin
$858K +$11.8K +155 +1%
CFFP
1723
Center for Financial Planning
Michigan
$854K -$207K -2,718 -19%
RBFC
1724
Roman Butler Fullerton & Co
Missouri
$852K +$1.14K +15 +0.1%
AWP
1725
Ascent Wealth Partners
New York
$848K +$185K +2,431 +27%

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.