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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 %
DCM
926
Dinsmore Capital Management
New Jersey
$1.85M – – –
WKWM
927
Walter & Keenan Wealth Management
Indiana
$1.85M +$1.85M +34,081 New
BII
928
Baring International Investment
United Kingdom
$1.84M -$533K -9,832 -22%
MNBTD
929
Moody National Bank Trust Division
Texas
$1.84M – – –
BCB
930
Brian C. Broderick
$1.84M -$22.7K -419 -1%
WCM
931
Wallace Capital Management
Texas
$1.82M +$379 +7 +0%
WAM
932
Wilsey Asset Management
California
$1.82M -$7.15K -132 -0.4%
Fuller & Thaler Asset Management
933
Fuller & Thaler Asset Management
California
$1.81M +$1.05M +19,388 +138%
PVWM
934
Point View Wealth Management
New Jersey
$1.8M – – –
OWD
935
Osborn Williams & Donohoe
Ohio
$1.8M +$109K +2,017 +6%
KFS
936
Kurt F. Somerville
$1.79M -$246K -4,539 -12%
LJHT
937
Laurie J. Hall Trustee
$1.77M – – –
CP
938
Cinque Partners
California
$1.76M -$189K -3,494 -10%
SFU
939
Stonehage Fleming (UK)
United Kingdom
$1.76M – – –
MCM
940
Maryland Capital Management
Maryland
$1.75M -$106K -1,954 -6%
FC
941
FIC Capital
New York
$1.75M -$4.23K -78 -0.2%
MIM
942
Montgomery Investment Management
Maryland
$1.73M -$26.8K -495 -2%
MSS
943
Mitchell Sinkler & Starr
Pennsylvania
$1.73M -$19.9K -367 -1%
CEP
944
Chicago Equity Partners
Illinois
$1.73M -$1.18M -21,767 -41%
CIM
945
CenturyLink Investment Management
Colorado
$1.72M -$157K -2,893 -8%
LW
946
Linscomb Wealth
Texas
$1.72M +$271K +4,995 +19%
HCC
947
Hirtle Callaghan & Co
Pennsylvania
$1.72M -$11.4K -210 -0.7%
SAG
948
Sterne Agee Group
Alabama
$1.72M +$1.72M +31,671 New
WTIM
949
Wilmington Trust Investment Management
Delaware
$1.71M -$1.27M -23,468 -43%
FHC
950
First Heartland Consultants
Missouri
$1.71M +$50.2K +927 +3%
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