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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 %
CCM
626
Cutler Capital Management
Massachusetts
$5.27M -$3.12M -57,629 -37%
ACP
627
Ashfield Capital Partners
California
$5.26M -$99.4K -1,834 -2%
AIP
628
Ameritas Investment Partners
Nebraska
$5.21M -$171K -3,151 -3%
QI
629
QS Investors
New York
$5.17M -$925K -17,082 -15%
BFA
630
Bragg Financial Advisors
North Carolina
$5.17M -$161K -2,981 -3%
ST
631
Spot Trading
Illinois
$5.15M +$5.08M +93,776 +7,292%
LOCB
632
Lombard Odier & Cie (Bahamas)
Bahamas
$5.14M -$233K -4,300 -4%
BHIA
633
Birch Hill Investment Advisors
Massachusetts
$5.14M +$375K +6,917 +8%
OCM
634
Oakwood Capital Management
California
$5.13M +$373K +6,885 +8%
BPCE
635
Bank Pictet & Cie (Europe)
Germany
$5.1M +$1.12M +20,734 +28%
AAC
636
Asset Advisors Corp
Georgia
$5.05M +$63.3K +1,168 +1%
CCC
637
Chelsea Counsel Company
California
$5.04M -$585K -10,794 -10%
VCM
638
Violich Capital Management
California
$5.01M +$19.9K +367 +0.4%
Mirae Asset Global Investments
639
Mirae Asset Global Investments
South Korea
$4.98M -$101K -1,856 -2%
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.97M +$6.5K +120 +0.1%
BONST
641
Bank of Nova Scotia Trust
Ontario, Canada
$4.95M +$29.8K +550 +0.6%
WAS
642
Winch Advisory Services
Wisconsin
$4.9M +$4.9M +90,538 New
FCM
643
Forester Capital Management
Illinois
$4.89M – – –
LSA
644
L & S Advisors
California
$4.88M +$4.88M +90,043 New
MIM
645
Marco Investment Management
Georgia
$4.87M -$3.25M -60,038 -40%
CIA
646
Choate Investment Advisors
Massachusetts
$4.85M +$227K +4,193 +5%
DG
647
Davidson & Garrard
Virginia
$4.81M -$14.2K -262 -0.3%
ST
648
Stifel Trust
Missouri
$4.8M -$284K -5,245 -6%
CAM
649
Chesapeake Asset Management
New York
$4.79M +$809K +14,934 +20%
BCM
650
BTR Capital Management
California
$4.77M -$408K -7,525 -8%
24 25
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