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Merck
MRK

Overview Fund Activity

1,600 hedge funds and large institutions have $125B invested in Merck in 2014 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 595 increasing their positions, 702 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,600
Holders Change
+36
Holders Change %
+2.3%
% of All Funds
46.24%
Holding in Top 10
147
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+30.09%
% of All Funds
4.25%
New
115
Increased
595
Reduced
702
Closed
63
Calls
$1.01B
Puts
$731M
Net Calls
+$277M
Net Calls Change
-$157M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$636M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$260M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$502M
2
Franklin Resources
Franklin Resources
California
-$437M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$406M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$379M
5
State Street
State Street
Massachusetts
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
451
Foundry Partners
Minnesota
$11.2M +$11.2M +205,843 New
WIC
452
Wilkins Investment Counsel
Massachusetts
$11.1M +$45.4K +838 +0.4%
Renaissance Technologies
453
Renaissance Technologies
New York
$11.1M -$103M -1,909,806 -90%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$11M +$8.25M +152,346 +298%
Balyasny Asset Management
455
Balyasny Asset Management
Illinois
$11M -$12M -220,668 -52%
BOK
456
Bank of Kentucky
Kentucky
$11M +$1.72M +31,713 +19%
Creative Planning
457
Creative Planning
Kansas
$10.9M +$138K +2,542 +1%
SAM
458
Strategy Asset Managers
California
$10.9M -$116K -2,150 -1%
AAM
459
Aureus Asset Management
Massachusetts
$10.9M +$427K +7,879 +4%
FPCM
460
Financial Partners Capital Management
New York
$10.8M +$20.5K +378 +0.2%
TH
461
TCTC Holdings
Texas
$10.8M +$34.8K +643 +0.3%
SCA
462
Stillwater Capital Advisors
Pennsylvania
$10.8M -$67.4K -1,245 -0.6%
MCM
463
Monarch Capital Management
Indiana
$10.7M -$157K -2,903 -1%
First Manhattan
464
First Manhattan
New York
$10.7M -$2.29M -42,339 -18%
PP
465
Patten & Patten
Tennessee
$10.7M -$86K -1,587 -0.8%
DSI
466
Daiwa SB Investments
Japan
$10.7M -$2.51M -46,321 -19%
PFC
467
Phocas Financial Corp
California
$10.6M +$4.74M +87,550 +80%
HAI
468
Hennessy Advisors Inc
California
$10.5M -$863K -15,929 -8%
WAM
469
Winslow Asset Management
Ohio
$10.5M -$49.2K -908 -0.5%
FCI
470
Financial Counselors Inc
Kansas
$10.5M -$84.8K -1,566 -0.8%
CA
471
Cullinan Associates
Kentucky
$10.4M -$678K -12,523 -6%
V
472
Veritable
Delaware
$10.4M -$144K -2,664 -1%
SAMNY
473
Samsung Asset Management (New York)
New York
$10.4M +$967K +17,858 +10%
KB
474
Kimelman & Baird
New York
$10.4M -$28.4K -524 -0.3%
ABC
475
Associated Banc-Corp
Wisconsin
$10.3M -$348K -6,419 -3%
17 18
19
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