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Merck
MRK

Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$510M
2
IFP
Independent Franchise Partners
United Kingdom
+$448M
3
MNA
Manning & Napier Advisors
New York
+$339M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$333M
5
O
OppenheimerFunds
New York
+$233M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
3
Capital International Investors
Capital International Investors
California
-$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
5
State Street
State Street
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIRP
701
Shelter Insurance Retirement Plan
Missouri
$4.11M – – –
CK
702
Cohen Klingenstein
New York
$4.07M – – –
ICOA
703
Investment Centers of America
North Dakota
$4.07M +$581K +10,684 +17%
MA
704
Marshwinds Advisory
Georgia
$4.07M -$89.8K -1,654 -2%
FCM
705
Forester Capital Management
Illinois
$4.06M +$472K +8,688 +13%
TCOT
706
Trust Company of Toledo
Ohio
$4.04M +$194K +3,577 +5%
WAS
707
Winch Advisory Services
Wisconsin
$4.04M -$1.5M -27,670 -27%
CIP
708
Convergence Investment Partners
Florida
$4.03M -$2.19M -40,320 -35%
TNBTD
709
Trustmark National Bank Trust Department
Mississippi
$3.99M +$28.1K +518 +0.7%
BAMS
710
Bellevue Asset Management (Switzerland)
Switzerland
$3.99M +$1.71M +31,440 +75%
LH
711
Lebenthal Holdings
New York
$3.97M +$603K +11,106 +18%
JIC
712
Johnson Investment Counsel
Ohio
$3.95M +$117K +2,148 +3%
CHAM
713
Clear Harbor Asset Management
Connecticut
$3.95M -$237K -4,372 -6%
SWM
714
SVA Wealth Management
Wisconsin
$3.95M +$132K +2,429 +3%
CIA
715
Choate Investment Advisors
Massachusetts
$3.92M -$277K -5,097 -7%
CNBT
716
Canandaigua National Bank & Trust
New York
$3.91M +$317K +5,830 +9%
BAS
717
Brown Advisory Securities
Maryland
$3.91M +$422K +7,774 +12%
FMT
718
First Mercantile Trust
Tennessee
$3.9M -$221K -4,076 -5%
FIM
719
Frontier Investment Management
Texas
$3.87M +$32.9K +606 +0.9%
AFG
720
Albion Financial Group
Utah
$3.81M +$37.7K +694 +1%
BA
721
Bennicas & Associates
California
$3.8M -$56K -1,030 -1%
ANBTV
722
American National Bank & Trust (Virginia)
Virginia
$3.78M +$1.26M +23,126 +50%
CIM
723
CenturyLink Investment Management
Colorado
$3.78M +$1.3M +23,899 +52%
WT
724
Washington Trust
Rhode Island
$3.77M -$47.7K -878 -1%
LA
725
Lynch & Associates
Indiana
$3.77M +$263K +4,848 +8%
27 28
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