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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 %
CFS
676
Community Financial System
New York
$4.33M +$126K +2,333 +3%
LC
677
Lakeshore Capital
Alabama
$4.3M -$752K -13,890 -15%
BCM
678
Birmingham Capital Management
Alabama
$4.3M -$130K -2,392 -3%
RIG
679
Renaissance Investment Group
Massachusetts
$4.27M +$168K +3,105 +4%
AAIM
680
American Assets Investment Management
California
$4.26M – – –
RIL
681
Rothschild Investment LLC
Illinois
$4.26M -$103K -1,904 -2%
OIM
682
Opus Investment Management
Massachusetts
$4.26M -$284K -5,240 -6%
HT
683
HighTower Trust
Texas
$4.26M -$153K -2,829 -3%
MA
684
Marshwinds Advisory
Georgia
$4.26M -$25.4K -469 -0.6%
GG
685
Greenwood Gearhart
Arkansas
$4.25M +$215K +3,976 +5%
WA
686
WealthTrust Axiom
Pennsylvania
$4.22M -$30.6K -564 -0.7%
CF
687
CNA Financial
Illinois
$4.17M -$4.9M -90,464 -54%
AB
688
Amalgamated Bank
New York
$4.16M -$77.2K -1,425 -2%
MC
689
Moors & Cabot
Massachusetts
$4.16M +$4.16M +76,781 New
MAM
690
Mizuho Asset Management
Japan
$4.15M +$33.6K +621 +0.8%
FVCM
691
F&V Capital Management
Florida
$4.14M -$623K -11,502 -13%
BAAM
692
Baker Avenue Asset Management
California
$4.13M +$4.13M +76,228 New
Northwestern Mutual Wealth Management
693
Northwestern Mutual Wealth Management
Wisconsin
$4.13M +$82.5K +1,524 +2%
RJFSA
694
Raymond James Financial Services Advisors
Florida
$4.12M +$43.3K +800 +1%
FNBT
695
FineMark National Bank & Trust
Florida
$4.11M -$128K -2,361 -3%
NG
696
NatWest Group
United Kingdom
$4.1M -$14.9M -274,339 -78%
SIRP
697
Shelter Insurance Retirement Plan
Missouri
$4.09M – – –
MA
698
Montag & Associates
Georgia
$4.06M +$341K +6,288 +9%
CK
699
Cohen Klingenstein
New York
$4.06M – – –
RL
700
Ruffer LLP
United Kingdom
$4.04M -$95.2K -1,756 -2%
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