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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
TWA
1876
TCI Wealth Advisors
Arizona
$631K +$56.4K +741 +10%
SQA
1877
Simon Quick Advisors
New Jersey
$631K +$58K +763 +10%
MCM
1878
Magnolia Capital Management
New York
$631K +$639K +8,400 New
FIB
1879
First Interstate Bank
Montana
$629K +$43.4K +571 +7%
PMFA
1880
Plante Moran Financial Advisors
Michigan
$628K -$792K -10,413 -55%
FDCC
1881
Foster Dykema Cabot & Co
Massachusetts
$627K -$11.6K -153 -2%
LFF
1882
Level Four Financial
Texas
$627K +$19K +250 +3%
BIM
1883
Barton Investment Management
Pennsylvania
$626K
LCM
1884
LVM Capital Management
Michigan
$626K
FL
1885
Fort LP
Maryland
$625K -$363K -4,779 -36%
SMA
1886
Sage Mountain Advisors
Georgia
$625K +$152K +1,994 +32%
GCMG
1887
Gyroscope Capital Management Group
Florida
$624K +$17.6K +231 +3%
DAC
1888
Dividend Assets Capital
South Carolina
$620K -$11.4K -150 -2%
EA
1889
Emerald Advisors
Washington
$620K +$38.6K +508 +7%
WAM
1890
Weatherly Asset Management
California
$620K +$186K +2,447 +42%
BCM
1891
Breiter Capital Management
Florida
$619K -$4.71K -62 -0.7%
QTM
1892
qPULA Trading Management
New York
$619K +$627K +8,241 New
GCAC
1893
Guardian Capital Advisors (Canada)
Ontario, Canada
$618K -$31.6K -416 -5%
FC
1894
Financial Consulate
Maryland
$618K +$456 +6 +0.1%
SWM
1895
Salvus Wealth Management
New Jersey
$617K +$33.6K +442 +6%
SIA
1896
Strategic Investment Advisors
Michigan
$615K +$49.7K +653 +9%
TIA
1897
Tiemann Investment Advisors
California
$614K -$13.3K -175 -2%
CFA
1898
Capstone Financial Advisors
Illinois
$614K +$38.8K +510 +7%
AFC
1899
AFT Forsyth & Company
Florida
$609K -$148K -1,950 -19%
BONH
1900
Bank of New Hampshire
New Hampshire
$609K

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.