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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
AMCA
1726
Arthur M. Cohen & Associates
Illinois
$847K -$390K -5,130 -31%
IRC
1727
Investors Research Corp
Georgia
$847K
ACM
1728
AlphaCrest Capital Management
New York
$846K +$857K +11,265 New
KFA
1729
Kelleher Financial Advisors
New York
$844K -$7.53K -99 -0.9%
CCA
1730
Childress Capital Advisors
Texas
$844K +$328K +4,309 +61%
IA
1731
IAM Advisory
Pennsylvania
$843K +$802K +10,547 New
CS
1732
Capital Square
Tennessee
$841K -$19.5K -257 -2%
ACG
1733
Allen Capital Group
Nebraska
$838K -$22.9K -301 -3%
BPM
1734
Bowling Portfolio Management
Ohio
$836K -$19.6K -258 -2%
CIM
1735
Chapman Investment Management
California
$835K +$53.2K +700 +7%
GF
1736
Gries Financial
Ohio
$833K -$14.1K -186 -2%
WP
1737
WealthPLAN Partners
Nebraska
$833K +$300K +3,948 +52%
SS
1738
Sunbelt Securities
Texas
$831K
WP
1739
WealthShield Partners
North Carolina
$829K +$59.7K +785 +8%
CGFA
1740
Colton Groome Financial Advisors
North Carolina
$827K +$3.8K +50 +0.5%
NA
1741
Navellier & Associates
Nevada
$825K -$40.8K -536 -5%
PWM
1742
Palumbo Wealth Management
New York
$825K +$52.7K +693 +7%
AWC
1743
Abundance Wealth Counselors
Pennsylvania
$823K +$33.2K +437 +4%
TFF
1744
The Family Firm
Maryland
$822K +$27.5K +361 +4%
JGIA
1745
Jackson Grant Investment Advisers
Connecticut
$819K +$4.64K +61 +0.6%
FFS
1746
Founders Financial Securities
Maryland
$818K +$27.4K +360 +3%
C
1747
Certuity
Florida
$814K +$209K +2,746 +34%
MPCG
1748
Matrix Private Capital Group
New York
$813K +$9.51K +125 +1%
LA
1749
LexAurum Advisors
Kansas
$811K +$5.93K +78 +0.7%
KPCM
1750
Kings Point Capital Management
New York
$811K +$80.4K +1,057 +11%

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.