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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
MMA
1751
Miracle Mile Advisors
California
$811K +$283K +3,723 +53%
JWBC
1752
J.W. Burns & Co
New York
$810K +$9.36K +123 +1%
AAM
1753
Aureus Asset Management
Massachusetts
$810K +$20.5K +270 +3%
KCM
1754
Kathmere Capital Management
Pennsylvania
$806K -$22.3K -293 -3%
PFGIA
1755
Patriot Financial Group Insurance Agency
Massachusetts
$805K -$55.8K -734 -6%
DBT
1756
Dubuque Bank & Trust
Iowa
$802K -$7.38K -97 -0.9%
PWPS
1757
Pinnacle Wealth Planning Services
Ohio
$801K +$17.3K +227 +2%
LAIC
1758
Lederer & Associates Investment Counsel
California
$796K +$267K +3,510 +49%
ICP
1759
Interchange Capital Partners
Pennsylvania
$789K -$39.6K -521 -5%
MS
1760
Mizuho Securities
Japan
$789K +$791K +10,398 +10,194%
FWC
1761
First Washington Corp
Washington
$787K
ACM
1762
Argent Capital Management
Missouri
$784K -$36.4K -478 -4%
ISWM
1763
Independent Solutions Wealth Management
New York
$783K +$127K +1,675 +19%
CBA
1764
Coastal Bridge Advisors
Connecticut
$782K +$7.53K +99 +1%
OGC
1765
Oak Grove Capital
New Hampshire
$781K
BWP
1766
Bernardo Wealth Planning
Pennsylvania
$781K +$8.29K +109 +1%
KLCM
1767
KG&L Capital Management
Louisiana
$780K -$98.3K -1,292 -11%
ATC
1768
Adirondack Trust Company
New York
$780K -$6.46K -85 -1%
SRC
1769
Sage Rhino Capital
California
$778K +$4.79K +63 +0.6%
IFG
1770
Investors Financial Group
Minnesota
$777K +$608 +8 +0.1%
EWA
1771
Exencial Wealth Advisors
Oklahoma
$776K -$202K -2,655 -20%
PTB
1772
Pioneer Trust Bank
Oregon
$775K -$64.6K -849 -8%
FFC
1773
First Financial Corp
Indiana
$773K -$19.2K -253 -2%
FMT
1774
First Mercantile Trust
Tennessee
$773K -$12.9K -169 -2%
MFG
1775
Merit Financial Group
Georgia
$772K +$15.7K +207 +2%

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.