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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
OPA
2126
Old Port Advisors
Maine
$398K -$30.1K -396 -7%
BST
2127
Bath Savings Trust
Maine
$398K +$26.6K +350 +7%
DIM
2128
Delta Investment Management
California
$397K -$9.66K -127 -2%
CA
2129
CSM Advisors
Pennsylvania
$397K
NRA
2130
NSI Retail Advisors
Pennsylvania
$397K
SA
2131
Shilanski & Associates
Alaska
$396K +$26.3K +346 +7%
JF
2132
JSF Financial
California
$396K +$401K +5,273 New
CIAS
2133
CFS Investment Advisory Services
New Jersey
$395K +$399K +5,252 New
EW
2134
Evoke Wealth
California
$394K
KP
2135
Keel Point
Alabama
$394K +$16.8K +221 +4%
CG
2136
Clarus Group
Texas
$393K
SIC
2137
Sigma Investment Counselors
Michigan
$392K +$2.66K +35 +0.7%
STAS
2138
Strong Tower Advisory Services
Minnesota
$392K +$378K +4,967 New
BAAM
2139
Baker Avenue Asset Management
California
$392K +$397K +5,223 New
LB
2140
Leo Brokerage
Texas
$391K -$21.7K -285 -5%
APW
2141
Acima Private Wealth
Virginia
$390K
AC
2142
Annandale Capital
Texas
$390K
MA
2143
MBA Advisors
Pennsylvania
$390K +$380 +5 +0.1%
GP
2144
Greenline Partners
New York
$389K
GSWM
2145
Golden State Wealth Management
California
$389K +$4.64K +61 +1%
IF
2146
Ironwood Financial
Arizona
$389K +$9.43K +124 +2%
PIA
2147
Perennial Investment Advisors
California
$389K +$12.2K +160 +3%
PCM
2148
Prelude Capital Management
New York
$388K +$393K +5,163 New
CAM
2149
Campion Asset Management
Virginia
$385K
PWMG
2150
Pinnacle Wealth Management Group
Michigan
$385K

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.