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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 %
T
951
Thomaspartners
Massachusetts
$1.7M -$54 -1 -0%
JC
952
JBF Capital
Colorado
$1.7M +$852K +15,720 +100%
MFS
953
Monetta Financial Services
Illinois
$1.7M +$1.7M +31,440 New
MCC
954
Mid Continent Capital
Illinois
$1.7M -$4.22K -78 -0.2%
PIM
955
Penobscot Investment Management
Massachusetts
$1.7M -$108K -1,991 -6%
MC
956
Mathes Company
New York
$1.7M +$325 +6 +0%
WA
957
WFG Advisors
Texas
$1.69M +$172K +3,173 +11%
PFM
958
PacWest Financial Management
Arizona
$1.69M +$1.11M +20,531 +193%
BRWA
959
B. Riley Wealth Advisors
Florida
$1.69M -$178K -3,287 -10%
PCM
960
Princeton Capital Management
New Jersey
$1.68M -$41.6K -768 -2%
WS
961
Wedbush Securities
California
$1.68M -$348K -6,430 -17%
TYCC
962
Texas Yale Capital Corp
Florida
$1.68M +$591K +10,899 +54%
PTC
963
Private Trust Company
Ohio
$1.68M +$595K +10,983 +55%
PFBT
964
Parkside Financial Bank & Trust
Missouri
$1.67M +$108K +1,994 +7%
HC
965
HHG & Company
Connecticut
$1.65M +$1.65M +30,329 New
HIC
966
Harvey Investment Company
Kentucky
$1.64M – – –
ECM
967
ETrade Capital Management
Virginia
$1.63M +$99.3K +1,832 +6%
BB
968
Bell Bank
North Dakota
$1.63M -$365K -6,729 -18%
MJP
969
Michael J. Puzo
$1.62M – – –
NAMA
970
Nikko Asset Management Americas
New York
$1.61M +$526K +9,851 +48%
YMRC
971
Yorktown Management & Research Company
Virginia
$1.6M – – –
BCM
972
Bluefin Capital Management
New York
$1.6M -$42.9K -804 -3%
TWM
973
Torch Wealth Management
Ohio
$1.6M +$108K +1,995 +7%
MIC
974
MU Investments Company
Japan
$1.59M -$337K -6,315 -17%
FNBOMD
975
First National Bank of Mount Dora
Florida
$1.59M -$34.1K -629 -2%
37 38
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