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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
RCM
1826
RNC Capital Management
California
$694K -$26.7K -351 -4%
IFWM
1827
Institute for Wealth Management
Colorado
$694K -$19K -250 -3%
SCG
1828
Sonata Capital Group
Washington
$693K -$90.6K -1,191 -11%
LGA
1829
Lebenthal Global Advisors
New York
$688K +$120K +1,578 +21%
BCB
1830
Brian C. Broderick
$683K -$20.3K -267 -3%
WSCM
1831
Wellington Shields Capital Management
New York
$682K -$1.17M -15,354 -63%
DW
1832
Domani Wealth
Pennsylvania
$682K -$8.37K -110 -1%
NJBEST
1833
New Jersey Better Educational Savings Trust
New Jersey
$681K
CPC
1834
Congress Park Capital
New York
$678K -$7.53K -99 -1%
RWA
1835
River Wealth Advisors
Pennsylvania
$678K +$47.7K +627 +7%
FMTC
1836
Farmers & Merchants Trust Company
California
$678K +$69.1K +909 +11%
SWA
1837
SOA Wealth Advisors
New York
$676K +$4.03K +53 +0.6%
SXL
1838
Summit X LLC
Missouri
$676K +$10.3K +135 +2%
JF
1839
Jump Financial
Illinois
$676K +$72K +947 +12%
PPP
1840
Private Portfolio Partners
New Jersey
$670K +$227K +2,989 +50%
OWP
1841
Obermeyer Wealth Partners
Colorado
$670K -$25.6K -336 -4%
OSNBOA
1842
Old Second National Bank of Aurora
Illinois
$670K -$13.7K -180 -2%
FP
1843
Factorial Partners
New York
$668K -$1.05M -13,800 -61%
FMB
1844
Field & Main Bank
Kentucky
$668K -$25.9K -340 -4%
AWMT
1845
AAFMAA Wealth Management & Trust
North Carolina
$668K
AIM
1846
Axiom Investment Management
New York
$667K +$327K +4,293 +94%
RIS
1847
Retirement Income Solutions
Michigan
$666K -$8.82K -116 -1%
WA
1848
Waverly Advisors
Alabama
$666K +$69K +907 +13%
AWMG
1849
Alliance Wealth Management Group
New Jersey
$665K +$73.9K +972 +12%
TCM
1850
Towercrest Capital Management
Pennsylvania
$665K +$73.9K +972 +12%

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.