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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
BS
1951
Bessemer Securities
New York
$560K
GA
1952
Geller Advisors
New York
$560K +$38.9K +512 +7%
SFG
1953
Sunburst Financial Group
Alabama
$559K +$1.37K +18 +0.2%
DA
1954
Detalus Advisors
Missouri
$557K +$4.71K +62 +0.8%
SCA
1955
STALEY CAPITAL ADVISERS
Pennsylvania
$556K
BFG
1956
Beacon Financial Group
Texas
$556K +$7.99K +105 +1%
SFFS
1957
Stonehage Fleming Financial Services
Jersey
$554K -$76.1K -1,000 -12%
VCM
1958
Virtue Capital Management
Tennessee
$553K -$29.7K -391 -5%
BOS
1959
Bingham Osborn & Scarborough
California
$551K -$93.5K -1,229 -14%
KWMG
1960
King Wealth Management Group
Florida
$551K +$228 +3 +0%
EFM
1961
E Fund Management
China
$551K +$553K +7,276 New
GIM
1962
Groesbeck Investment Management
New Jersey
$550K -$90.6K -1,191 -14%
PAS
1963
Professional Advisory Services
Florida
$550K
SFM
1964
Systematic Financial Management
New Jersey
$548K
EIA
1965
Eldridge Investment Advisors
New Hampshire
$548K +$456 +6 +0.1%
MCP
1966
Mirador Capital Partners
California
$548K +$6.46K +85 +1%
TCOO
1967
Trust Company of Oklahoma
Oklahoma
$548K +$15.2K +200 +3%
OIA
1968
Optimum Investment Advisors
Illinois
$546K -$136K -1,786 -20%
FPCP
1969
Fort Point Capital Partners
California
$546K +$47.9K +630 +9%
AFP
1970
Ausdal Financial Partners
Iowa
$543K -$3.27K -43 -0.6%
SIC
1971
Samalin Investment Counsel
New York
$542K +$18.4K +242 +3%
SIA
1972
SkyView Investment Advisors
New Jersey
$542K +$77.7K +1,022 +16%
IF
1973
IRON Financial
Illinois
$541K +$548K +7,208 New
OPW
1974
Oxler Private Wealth
New York
$540K -$10K -132 -2%
MCM
1975
McRae Capital Management
New Jersey
$539K -$20K -263 -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.