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Merck
MRK

Overview Fund Activity

1,564 hedge funds and large institutions have $109B invested in Merck in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 580 increasing their positions, 627 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+96
Holders Change %
+6.54%
% of All Funds
45.43%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
3.28%
New
187
Increased
580
Reduced
627
Closed
70
Calls
$1.39B
Puts
$953M
Net Calls
+$434M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$477M
3
Jennison Associates
Jennison Associates
New York
+$463M
4
Deutsche Bank
Deutsche Bank
Germany
+$225M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$210M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
BA
BlackRock Advisors
Delaware
-$318M
3
Bank of America
Bank of America
North Carolina
-$308M
4
Franklin Resources
Franklin Resources
California
-$296M
5
Fidelity International
Fidelity International
Bermuda
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
926
Wilbanks Smith & Thomas Asset Management
Virginia
$1.62M +$113K +2,361 +7%
NC
927
Northpointe Capital
Michigan
$1.61M +$1.07M +22,323 +196%
WCM
928
Wallace Capital Management
Texas
$1.6M +$382 +8 +0%
ASC
929
Atalanta Sosnoff Capital
New York
$1.6M +$1.6M +33,592 New
PIM
930
Penobscot Investment Management
Massachusetts
$1.59M -$23.5K -493 -1%
WAM
931
Wilsey Asset Management
California
$1.59M +$1.59M +33,712 New
PVWM
932
Point View Wealth Management
New Jersey
$1.59M +$1.59M +33,303 New
LJHT
933
Laurie J. Hall Trustee
$1.56M – – –
KFS
934
KMS Financial Services
Washington
$1.56M +$1.12M +23,347 +252%
MIM
935
Montgomery Investment Management
Maryland
$1.55M -$723K -15,151 -32%
CCM
936
Catapult Capital Management
New York
$1.55M +$1.55M +32,439 New
SFU
937
Stonehage Fleming (UK)
United Kingdom
$1.55M +$1.55M +32,404 New
ICOA
938
Investment Centers of America
North Dakota
$1.54M -$1.06M -23,030 -41%
FC
939
FIC Capital
New York
$1.54M +$239 +5 +0%
MSS
940
Mitchell Sinkler & Starr
Pennsylvania
$1.54M -$133K -2,777 -8%
AW
941
ACG Wealth
Georgia
$1.53M +$1.53M +32,000 New
SIM
942
SSI Investment Management
California
$1.53M -$521K -10,923 -25%
HCC
943
Hirtle Callaghan & Co
Pennsylvania
$1.53M -$14.5K -302 -0.9%
PCM
944
Princeton Capital Management
New Jersey
$1.52M +$148K +3,105 +11%
P
945
Pitcairn
Pennsylvania
$1.52M +$188K +3,934 +14%
PWM
946
ParenteBeard Wealth Management
Pennsylvania
$1.51M +$1.51M +31,640 New
MCC
947
Mid Continent Capital
Illinois
$1.51M -$40.1K -839 -3%
HIM
948
Hermes Investment Management
United Kingdom
$1.5M -$836K -17,502 -36%
T
949
Thomaspartners
Massachusetts
$1.5M +$10.4K +218 +0.7%
CA
950
Cetera Advisors
Colorado
$1.5M -$172K -3,592 -10%
36 37
38
39 40