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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
SICM
2201
Sustainable Insight Capital Management
New York
$353K -$38.3K -503 -10%
ACP
2202
Aveo Capital Partners
Colorado
$353K +$4.41K +58 +1%
SCM
2203
SOL Capital Management
Maryland
$351K
CG
2204
Corundum Group
Colorado
$351K +$69.6K +915 +24%
BWA
2205
Burt Wealth Advisors
Maryland
$350K +$532 +7 +0.2%
OCM
2206
Osterweis Capital Management
California
$349K -$42.4K -558 -11%
3F
2207
360 Financial
Minnesota
$349K +$304 +4 +0.1%
OBWG
2208
Onyx Bridge Wealth Group
New York
$349K +$101K +1,327 +41%
CC
2209
Corsicana & Co
Texas
$348K -$903K -11,875 -72%
WFMPM
2210
Woodley Farra Manion Portfolio Management
Indiana
$348K -$10.4K -137 -3%
MGAM
2211
McGowan Group Asset Management
Texas
$348K +$2.28K +30 +0.7%
FFA
2212
Freedman Financial Associates
Massachusetts
$347K
WPA
2213
Winning Points Advisors
Florida
$347K +$42.8K +563 +14%
LWANC
2214
Laurel Wealth Advisors (North Carolina)
North Carolina
$346K
LCM
2215
Liberty Capital Management
Michigan
$345K
WCAMG
2216
Woodard & Company Asset Management Group
North Carolina
$345K +$30.4K +400 +10%
HC
2217
Hamilton Capital
Ohio
$344K +$119K +1,568 +52%
TC
2218
Tsai Capital
New York
$343K -$26.6K -350 -7%
GS
2219
Gagnon Securities
New York
$343K -$3.04K -40 -0.9%
PB
2220
Pinnacle Bancorp
Nebraska
$343K +$7K +92 +2%
AMG
2221
Asset Management Group
Connecticut
$342K -$8.52K -112 -2%
LD
2222
Lipe & Dalton
New York
$341K
DTC
2223
Davidson Trust Company
Washington
$341K +$5.32K +70 +2%
DBIA
2224
Dumont & Blake Investment Advisors
New Jersey
$341K +$7.22K +95 +2%
SPP
2225
Single Point Partners
Massachusetts
$341K +$8.21K +108 +2%

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.