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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 %
11A
976
10-15 Associates
New York
$1.34M +$1.34M +28,115 New
LM
977
Lincluden Management
Ontario, Canada
$1.34M – – –
RBC
978
Ronald Blue & Co
Georgia
$1.34M +$86.7K +1,816 +7%
WA
979
WFG Advisors
Texas
$1.34M -$69.7K -1,460 -5%
PGA
980
Portland Global Advisors
Maine
$1.33M -$23.7K -497 -2%
RCM
981
RNC Capital Management
California
$1.33M -$29.6M -619,156 -96%
AMIM
982
Aull & Monroe Investment Management
Alabama
$1.33M +$58.1K +1,216 +5%
SRC
983
Shufro Rose & Co
New York
$1.32M +$124K +2,607 +10%
TWM
984
Torch Wealth Management
Ohio
$1.31M +$1.31M +27,484 New
TNB
985
Thomasville National Bank
Georgia
$1.31M +$131K +2,743 +11%
IPRC
986
Indices-Pac Research Corporation
New Jersey
$1.31M -$1.23M -25,843 -49%
AA
987
Apriem Advisors
California
$1.31M – – –
SFT
988
Simmons First Trust
Arkansas
$1.3M -$265K -5,553 -17%
VNB
989
Valley National Bancorp
New York
$1.29M +$1.29M +27,046 New
WA
990
WBH Advisory
Maryland
$1.29M +$6.83K +143 +0.5%
OCG
991
Opus Capital Group
Ohio
$1.28M +$576K +12,061 +82%
LW
992
Linscomb Wealth
Texas
$1.28M -$280K -5,854 -18%
HFM
993
Hartford Financial Management
Connecticut
$1.27M – – –
RCAG
994
Rehmann Capital Advisory Group
Michigan
$1.26M +$60.4K +1,265 +5%
IPC
995
Independent Portfolio Consultants
Florida
$1.26M +$336K +7,038 +36%
RC
996
Roundview Capital
New Jersey
$1.26M -$48.3K -1,012 -4%
CPA
997
Court Place Advisors
Maryland
$1.26M +$1.26M +26,268 New
GSBTD
998
Glenview State Bank Trust Department
Illinois
$1.25M +$1.25M +26,245 New
UF
999
Univest Financial
Pennsylvania
$1.25M +$45.1K +944 +4%
UR
1000
USCA RIA
Texas
$1.24M -$60K -1,256 -5%
38 39
40
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