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Merck
MRK

Overview Fund Activity

1,720 hedge funds and large institutions have $121B invested in Merck in 2014 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 669 increasing their positions, 636 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,720
Holders Change
+104
Holders Change %
+6.44%
% of All Funds
45.9%
Holding in Top 10
111
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-24.49%
% of All Funds
2.96%
New
180
Increased
669
Reduced
636
Closed
61
Calls
$808M
Puts
$1.28B
Net Calls
-$470M
Net Calls Change
-$471M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$500M
2
CS
Credit Suisse
Switzerland
+$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$378M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$191M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$838M
2
Jennison Associates
Jennison Associates
New York
-$745M
3
Deutsche Bank
Deutsche Bank
Germany
-$597M
4
Franklin Resources
Franklin Resources
California
-$523M
5
Capital World Investors
Capital World Investors
California
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVCM
676
F&V Capital Management
Florida
$4.38M +$316K +5,837 +8%
BCM
677
Boltwood Capital Management
California
$4.36M -$10.4M -191,805 -70%
FA
678
Financial Advantage
Maryland
$4.36M -$57.3K -1,058 -1%
WWM
679
Willingdon Wealth Management
North Carolina
$4.3M +$1.07M +19,777 +33%
BA
680
Bennicas & Associates
California
$4.27M -$91.3K -1,684 -2%
BS
681
Bessemer Securities
New York
$4.27M +$1.47M +27,216 +53%
AAIM
682
American Assets Investment Management
California
$4.27M – – –
IHM
683
Iguana Healthcare Management
New York
$4.26M -$284K -5,240 -6%
OIM
684
Opus Investment Management
Massachusetts
$4.26M – – –
GC
685
Guardian Capital
Ontario, Canada
$4.25M -$1.52M -28,017 -26%
BCM
686
Birmingham Capital Management
Alabama
$4.25M -$22.7K -419 -0.5%
MYLI
687
Meiji Yasuda Life Insurance
Japan
$4.24M -$267K -4,936 -6%
CB
688
Community Bank
New York
$4.23M +$4.23M +78,147 New
CIA
689
Choate Investment Advisors
Massachusetts
$4.23M +$22.4K +413 +0.5%
CCM
690
Cutler Capital Management
Massachusetts
$4.22M -$110K -2,025 -3%
FMII
691
Farmers & Merchants Investments Inc
Nebraska
$4.22M +$182K +3,354 +5%
MAA
692
Matrix Asset Advisors
New York
$4.19M +$259K +4,777 +7%
BC
693
Bartlett & Co
Ohio
$4.19M -$20.9K -386 -0.5%
BAAM
694
Baker Avenue Asset Management
California
$4.17M -$121K -2,241 -3%
MA
695
Marshwinds Advisory
Georgia
$4.16M -$28.8K -531 -0.7%
FNBT
696
FineMark National Bank & Trust
Florida
$4.14M +$50.2K +927 +1%
CTA
697
Chesley Taft & Associates
Illinois
$4.13M +$16.7K +309 +0.4%
RJFSA
698
Raymond James Financial Services Advisors
Florida
$4.11M +$114K +2,096 +3%
SIRP
699
Shelter Insurance Retirement Plan
Missouri
$4.1M – – –
WAM
700
Wolverine Asset Management
Illinois
$4.09M +$2.31M +42,674 +130%
26 27
28
29 30