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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
1
Jennison Associates
New York
$1.32B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.34B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.38B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.4B
5
Capital World Investors
5
Capital World Investors
California
$9.85B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.27B
2
Franklin Resources
2
Franklin Resources
California
$4.2B
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$143M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.29B
5
State Street
5
State Street
Massachusetts
$7.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$860M – – –
IIS
27
Ignis Investment Services
United Kingdom
$834M +$223M +417,513 +37%
ClearBridge Investments
28
ClearBridge Investments
New York
$794M -$287K -5,293 -0%
Legal & General Group
29
Legal & General Group
United Kingdom
$777M -$15.7M -290,813 -2%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$689M +$30.9M +571,016 +5%
UBS AM
31
UBS AM
Illinois
$686M +$59.9M +1,105,130 +10%
Wells Fargo
32
Wells Fargo
California
$678M +$41.6M +768,632 +7%
BIM
33
BlackRock Investment Management
Delaware
$638M +$19.7M +364,216 +3%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$632M +$7.49M +138,313 +1%
Capital International Investors
35
Capital International Investors
California
$614M +$22.7K +419 +0%
AllianceBernstein
36
AllianceBernstein
Tennessee
$595M +$14.3M +263,291 +2%
U
37
UBS
Switzerland
$586M +$124M +2,291,278 +27%
Federated Hermes
38
Federated Hermes
Pennsylvania
$574M -$45.3M -835,752 -7%
Allianz Asset Management
39
Allianz Asset Management
Germany
$573M -$56.7M -1,047,039 -9%
MAA
40
Managed Account Advisors
New Jersey
$565M -$1.59M -29,274 -0.3%
Morgan Stanley
41
Morgan Stanley
New York
$556M +$19.8M +364,821 +4%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$525M -$4.92M -90,791 -0.9%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$523M +$11.8M +224,581 +2%
EVM
44
Eaton Vance Management
Massachusetts
$513M -$33M -609,985 -6%
BlackRock
45
BlackRock
New York
$498M +$17.3M +318,543 +4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$497M +$55.7M +1,028,378 +13%
American Century Companies
47
American Century Companies
Missouri
$493M -$87M -1,606,078 -15%
Macquarie Group
48
Macquarie Group
Australia
$470M -$8.5M -156,982 -2%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$453M +$39.2M +723,391 +9%
Charles Schwab
50
Charles Schwab
California
$433M +$32.6M +602,202 +8%
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