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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
LRPA
1801
L. Roy Papp & Associates
Arizona
$726K -$30.3K -399 -4%
MMG
1802
Monetary Management Group
Missouri
$725K +$22.8K +300 +3%
PIA
1803
Pinion Investment Advisors
Kansas
$724K +$13.7K +180 +2%
VIM
1804
Vista Investment Management
Pennsylvania
$721K +$32.4K +426 +5%
FPF
1805
First Pacific Financial
Washington
$721K +$60.5K +795 +9%
NAS
1806
Nicolet Advisory Services
Wisconsin
$720K +$10.4K +137 +1%
MKC
1807
M. Kraus & Co
Vermont
$719K +$2.21K +29 +0.3%
RB
1808
Renasant Bank
Mississippi
$716K -$989 -13 -0.1%
TWP
1809
Tempus Wealth Planning
California
$716K
LCM
1810
Leisure Capital Management
California
$715K -$19.2K -253 -3%
SG
1811
Stonnington Group
California
$712K -$206K -2,715 -24%
CCB
1812
Cutter & Co Brokerage
Missouri
$712K -$3.04K -40 -0.4%
MC
1813
Mathes Company
New York
$710K
MA
1814
MCF Advisors
Kentucky
$709K +$48.8K +641 +7%
CM
1815
Capula Management
Cayman Islands
$706K -$23.7K -312 -3%
MI
1816
Markston International
New York
$705K -$33.7K -443 -5%
RIG
1817
Ramiah Investment Group
Wisconsin
$704K -$2.36K -31 -0.3%
TF
1818
TLWM Financial
Texas
$704K +$28.4K +373 +4%
GCA
1819
Greenwood Capital Associates
South Carolina
$704K +$713K +9,373 New
PWA
1820
Providence Wealth Advisors
Illinois
$703K +$22.8K +300 +4%
OFG
1821
OmniStar Financial Group
North Carolina
$703K +$712K +9,361 New
MIM
1822
MTM Investment Management
South Carolina
$696K -$160K -2,107 -19%
FFIC
1823
First Fiduciary Investment Counsel
Ohio
$696K
5L
1824
55I LLC
Massachusetts
$695K +$431K +5,665 +158%
TA
1825
Tectonic Advisors
Texas
$694K -$31.7K -417 -4%

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.