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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 %
1IA
901
1834 Investment Advisors
Wisconsin
$2.07M +$16.4K +302 +0.8%
CCM
902
Chickasaw Capital Management
Tennessee
$2.06M – – –
EWM
903
Endurance Wealth Management
Rhode Island
$2.06M +$53.8K +993 +3%
HHC
904
Hutchin Hill Capital
New York
$2.04M +$2.04M +37,728 New
ANRIA
905
American National Registered Investment Advisor
Texas
$2.04M – – –
KFS
906
KMS Financial Services
Washington
$2.03M +$268K +4,952 +15%
MRCM
907
M&R Capital Management
New Jersey
$2.02M +$58.2K +1,075 +3%
JPMIA
908
J.P. Marvel Investment Advisors
Massachusetts
$2.02M +$2.02M +37,214 New
NCM
909
Narwhal Capital Management
Georgia
$2M – – –
DWT
910
Dorsey & Whitney Trust
South Dakota
$1.99M -$66.6K -1,230 -3%
OCM
911
One Capital Management
California
$1.99M +$1.99M +36,734 New
K
912
Kemper
Illinois
$1.99M – – –
KCMRT
913
Kemper Corp Master Retirement Trust
Illinois
$1.98M – – –
BA
914
Boston Advisors
Massachusetts
$1.97M -$6.21M -114,719 -76%
BEAM
915
Baker Ellis Asset Management
Washington
$1.97M -$5.69K -105 -0.3%
ST
916
Spinnaker Trust
Maine
$1.97M -$143K -2,644 -7%
CAM
917
CG Asset Management
New York
$1.96M +$407K +7,520 +26%
SCM
918
Sterling Capital Management
North Carolina
$1.94M +$1.21M +22,333 +165%
SCA
919
Stonebridge Capital Advisors
Minnesota
$1.94M +$106K +1,948 +6%
CIP
920
Cornerstone Investment Partners
Georgia
$1.94M -$94.5K -1,745 -5%
MC
921
Miles Capital
Iowa
$1.91M -$1.05M -19,474 -36%
CA
922
Cetera Advisors
Colorado
$1.91M +$211K +3,891 +12%
WSTAM
923
Wilbanks Smith & Thomas Asset Management
Virginia
$1.9M +$64.1K +1,183 +3%
NC
924
Northpointe Capital
Michigan
$1.88M +$48.5K +896 +3%
OSNBOA
925
Old Second National Bank of Aurora
Illinois
$1.87M +$336K +6,204 +22%
35 36
37
38 39