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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
GAM
2251
Grandview Asset Management
Pennsylvania
$325K +$5.1K +67 +2%
SGK
2252
Steigerwald Gordon & Koch
Virginia
$325K +$5.78K +76 +2%
FA
2253
Fortis Advisors
Pennsylvania
$324K +$17.9K +236 +6%
ACM
2254
Alethea Capital Management
Washington
$323K
EBA
2255
Eagle Bay Advisors
New York
$323K +$130K +1,713 +66%
APW
2256
Austin Private Wealth
Texas
$321K +$15.2K +200 +5%
JBA
2257
Johnson Bixby & Associates
Washington
$320K -$7.22K -95 -2%
CGH
2258
CMG Global Holdings
Texas
$320K -$989 -13 -0.3%
BSSFA
2259
Baron Silver Stevens Financial Advisors
Florida
$319K -$27.8K -365 -8%
JGGDR
2260
JGP Global Gestao de Recursos
Brazil
$318K -$235K -3,091 -42%
ACA
2261
Affinity Capital Advisors
California
$318K -$158K -2,078 -33%
FM
2262
Family Management
New York
$316K -$484K -6,362 -60%
TI
2263
Truepoint Inc
Ohio
$315K -$35.4K -466 -10%
SWK
2264
Stephen W. Kidder
$315K -$16.3K -214 -5%
HWM
2265
Howard Wealth Management
Connecticut
$315K -$1.45K -19 -0.5%
CFS
2266
Capital Financial Services
New York
$315K +$20.9K +275 +7%
SGCA
2267
Steel Grove Capital Advisors
Tennessee
$315K +$82.7K +1,088 +35%
PPG
2268
Peak Planning Group
Colorado
$314K +$318K +4,182 New
FB
2269
First Bancorp
Maine
$314K +$318K +4,185 New
ML
2270
McAdam LLC
Pennsylvania
$311K -$17.6K -231 -5%
PSC
2271
Prentiss Smith & Co
Vermont
$311K
VC
2272
Veracity Capital
Georgia
$311K +$61.6K +810 +24%
NIC
2273
Northwest Investment Counselors
Oregon
$311K +$85.7K +1,127 +37%
NEIRG
2274
New England Investment & Retirement Group
Massachusetts
$308K +$29.9K +393 +11%
Financial Engines Advisors
2275
Financial Engines Advisors
California
$307K -$62.5K -822 -17%

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.