MRK icon

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 %
RWM
876
Rench Wealth Management
Texas
$2.21M -$258K -4,760 -10%
WTB
877
Washington Trust Bank
Washington
$2.21M +$2.21M +40,802 New
BFEC
878
Benjamin F. Edwards & Company
Missouri
$2.21M +$281K +5,179 +15%
NAM
879
NTV Asset Management
West Virginia
$2.2M +$379 +7 +0%
GGPS
880
Gary Goldberg Planning Services
New York
$2.19M -$809K -14,929 -27%
ASC
881
Atalanta Sosnoff Capital
New York
$2.19M +$370K +6,833 +20%
VIA
882
Vantage Investment Advisors
Pennsylvania
$2.19M +$62.9K +1,162 +3%
BPM
883
Bowling Portfolio Management
Ohio
$2.19M -$24.4K -451 -1%
BAM
884
Burnham Asset Management
New York
$2.18M -$120K -2,207 -5%
RMCM
885
Reynders McVeigh Capital Management
Massachusetts
$2.17M -$46.6K -861 -2%
AFG
886
Albion Financial Group
Utah
$2.16M +$61.9K +1,142 +3%
HT
887
HAP Trading
New York
$2.15M +$2.15M +39,736 New
GMI
888
Greystone Managed Investments
Saskatchewan, Canada
$2.14M -$281K -5,188 -12%
TFF
889
Timothy F. Fidgeon
$2.14M -$108K -1,991 -5%
WEC
890
Winslow Evans & Crocker
Massachusetts
$2.13M -$65.5K -1,210 -3%
NSIM
891
North Star Investment Management
Illinois
$2.12M +$18K +333 +0.9%
SGAM
892
Steinberg Global Asset Management
Florida
$2.11M +$66.7K +1,232 +3%
GP
893
Girard Partners
Pennsylvania
$2.11M -$106K -1,964 -5%
HA
894
Hamel Associates
New Jersey
$2.1M – – –
GF
895
Gerry Farber
New York
$2.1M +$2.1M +38,776 New
FCCM
896
First City Capital Management
Georgia
$2.1M +$54 +1 +0%
ISB
897
Iowa State Bank
Iowa
$2.09M +$80.6K +1,489 +4%
PSI
898
Pinnacle Summer Investments
Virginia
$2.08M +$107K +1,907 +5%
WBG
899
Wharton Business Group
Pennsylvania
$2.07M – – –
CAM
900
Carret Asset Management
New York
$2.07M -$49.2K -908 -2%
34 35
36
37 38