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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
SIM
1901
Stratos Investment Management
Ohio
$608K -$2.6M -34,153 -81%
AWP
1902
Abacus Wealth Partners
California
$607K -$1.29K -17 -0.2%
GEA
1903
Glen Eagle Advisors
New Jersey
$605K
BCM
1904
Boltwood Capital Management
California
$604K -$7.61K -100 -1%
PNAA
1905
Pictet North America Advisors
Switzerland
$603K
GWS
1906
Glassman Wealth Services
Virginia
$603K +$98.7K +1,298 +19%
TPWA
1907
TRUE Private Wealth Advisors
Oregon
$601K -$68.4K -900 -10%
MWM
1908
Minot Wealth Management
Massachusetts
$596K +$54.9K +722 +10%
CAM
1909
Claret Asset Management
Quebec, Canada
$595K +$1.52K +20 +0.3%
GC
1910
Gilbert & Cook
Iowa
$595K +$51.6K +679 +9%
CIC
1911
Chase Investment Counsel
Virginia
$594K -$714K -9,385 -54%
CC
1912
Cornerstone Capital
California
$594K -$11.5K -151 -2%
CPA
1913
Clear Perspective Advisors
Illinois
$594K
LWM
1914
Liberty Wealth Management
California
$593K +$131K +1,720 +29%
I2I
1915
Insight 2811 Inc
Illinois
$592K -$53.2K -700 -8%
HI
1916
Hendershot Investments
Virginia
$592K
SFG
1917
StrategIQ Financial Group
Indiana
$592K +$19K +250 +3%
FWM
1918
Foresight Wealth Management
Utah
$591K -$713K -9,371 -54%
CWM
1919
Connecticut Wealth Management
Connecticut
$590K +$104K +1,365 +21%
CASB
1920
Cape Ann Savings Bank
Massachusetts
$589K +$9.28K +122 +2%
TFS
1921
Thoroughbred Financial Services
Tennessee
$588K +$56.4K +741 +10%
Edgewood Management
1922
Edgewood Management
Connecticut
$587K
IGGA
1923
Iron Gate Global Advisors
Utah
$587K +$2.89K +38 +0.5%
CFD
1924
Creative Financial Designs
Indiana
$586K +$70.9K +932 +14%
PSB
1925
Piscataqua Savings Bank
New Hampshire
$584K

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.