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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
MAG
2376
Mayfair Advisory Group
Alabama
$256K +$19K +250 +9%
BA
2377
Bluesphere Advisors
Pennsylvania
$256K +$28.2K +371 +12%
UCMOK
2378
United Capital Management of KS
Kansas
$255K -$13.4K -176 -5%
JEST
2379
JTC Employer Solutions Trustee
Jersey
$254K
OCPWS
2380
One Charles Private Wealth Services
Massachusetts
$254K +$228 +3 +0.1%
CF
2381
Corrigan Financial
Rhode Island
$252K -$1.67K -22 -0.7%
FA
2382
Financial Advisors
Massachusetts
$251K
SBF
2383
Sara-Bay Financial
Florida
$251K
MAG
2384
MRA Advisory Group
New Jersey
$251K +$3.19K +42 +1%
NQWM
2385
Northwest Quadrant Wealth Management
Oregon
$250K +$761 +10 +0.3%
BHC
2386
Bowen Hanes & Co
Florida
$249K -$3.04K -40 -1%
VCG
2387
Vantage Consulting Group
Virginia
$249K +$25.3K +333 +11%
TWMP
2388
Taylor Wealth Management Partners
Massachusetts
$249K +$252K +3,314 New
PCM
2389
Perritt Capital Management
Illinois
$248K +$22.8K +300 +10%
SIA
2390
Soltis Investment Advisors
Utah
$246K +$3.5K +46 +1%
MF
2391
Montis Financial
Massachusetts
$245K -$150K -1,973 -40%
TIM
2392
Tortoise Investment Management
New York
$245K -$3.42K -45 -1%
WDL
2393
Well Done LLC
Michigan
$244K -$19.9K -262 -7%
HWMG
2394
Hurlow Wealth Management Group
Indiana
$244K -$14.2K -187 -5%
CCT
2395
Capital City Trust
Florida
$243K -$33.2K -436 -12%
OC
2396
Oarsman Capital
Wisconsin
$243K
LSWM
2397
Lorne Steinberg Wealth Management
Canada
$242K
FWM
2398
FFT Wealth Management
Pennsylvania
$241K +$2.74K +36 +1%
NEWAS
2399
N.E.W. Advisory Services
Wisconsin
$241K +$45.4K +597 +23%
CCM
2400
Chickasaw Capital Management
Tennessee
$239K

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.