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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
HCP
2226
Hexagon Capital Partners
Arkansas
$339K -$62.3K -819 -15%
BIA
2227
BHK Investment Advisors
Alabama
$339K -$1.45K -19 -0.4%
CWC
2228
Carolinas Wealth Consulting
North Carolina
$338K -$78K -1,025 -19%
NB
2229
Nicolet Bankshares
Wisconsin
$337K -$180K -2,364 -35%
BB
2230
Bell Bank
North Dakota
$337K -$32.3K -425 -9%
JWM
2231
JGP Wealth Management
Oregon
$337K +$380 +5 +0.1%
EBSAM
2232
Eubel Brady & Suttman Asset Management
Ohio
$336K -$22.2K -292 -6%
KOCAA
2233
Knights of Columbus Asset Advisors
Connecticut
$336K +$3.35K +44 +1%
PWA
2234
Physician Wealth Advisors
Utah
$335K +$684 +9 +0.2%
NCM
2235
Neumann Capital Management
California
$335K +$49.4K +650 +17%
DWP
2236
Destiny Wealth Partners
Florida
$333K -$296K -3,892 -47%
AWM
2237
Accurate Wealth Management
Florida
$333K +$27.6K +363 +9%
AWM
2238
Atticus Wealth Management
Florida
$332K -$265K -3,479 -44%
LCS
2239
Levin Capital Strategies
New York
$332K -$33.6K -442 -9%
CSA
2240
Cottage Street Advisors
Massachusetts
$332K
TWP
2241
Tower Wealth Partners
Pennsylvania
$331K +$103K +1,349 +44%
ACM
2242
Antonetti Capital Management
Florida
$331K +$335K +4,406 New
FCA
2243
FinTrust Capital Advisors
South Carolina
$330K -$14.5K -191 -4%
HA
2244
Harfst & Associates
Wyoming
$328K -$5.02K -66 -1%
NVIM
2245
New Vernon Investment Management
Illinois
$328K
AWM
2246
Aberdeen Wealth Management
Illinois
$327K +$380 +5 +0.1%
PCA
2247
Peddock Capital Advisors
Massachusetts
$326K -$297K -3,901 -47%
CCM
2248
Crew Capital Management
Ohio
$326K
FCM
2249
Firestone Capital Management
Florida
$326K
BFM
2250
Boothbay Fund Management
New York
$325K -$2.17M -28,572 -87%

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.