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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 %
SFT
1001
Simmons First Trust
Arkansas
$1.45M -$25.2K -465 -2%
CPA
1002
Court Place Advisors
Maryland
$1.45M +$28.5K +527 +2%
OCG
1003
Opus Capital Group
Ohio
$1.45M -$6.28K -116 -0.4%
PWM
1004
Perigon Wealth Management
California
$1.44M +$223K +4,119 +18%
HFM
1005
Hartford Financial Management
Connecticut
$1.44M – – –
TF
1006
Tompkins Financial
New York
$1.43M +$87.5K +1,616 +7%
UF
1007
Univest Financial
Pennsylvania
$1.43M +$9.86K +182 +0.7%
WF
1008
WealthTrust Fairport
Ohio
$1.42M +$66.7K +1,231 +5%
BT
1009
Bankers Trust
Iowa
$1.41M +$75.9K +1,400 +6%
VAM
1010
Visionary Asset Management
Texas
$1.41M +$1.41M +26,097 New
ST
1011
Sentinel Trust
Texas
$1.41M -$1.74M -32,192 -55%
PWW
1012
Pettyjohn Wood & White
Virginia
$1.41M +$1.41M +26,074 New
WA
1013
WBH Advisory
Maryland
$1.41M -$48.9K -903 -3%
NA
1014
Navellier & Associates
Nevada
$1.41M +$384K +7,094 +38%
LA
1015
Lau Associates
Delaware
$1.41M – – –
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$1.4M +$18.7K +346 +1%
CONA
1017
Capital One National Association
New York
$1.4M +$25.3K +467 +2%
FCB
1018
First Citizens Bancorporation
South Carolina
$1.39M -$234K -4,312 -14%
MBT
1019
Monroe Bank & Trust
Michigan
$1.38M +$599K +11,055 +77%
SNT
1020
Security National Trust
West Virginia
$1.38M +$35.5K +655 +3%
PIA
1021
Piedmont Investment Advisors
North Carolina
$1.37M -$37.8K -698 -3%
QIM
1022
Quest Investment Management
Oregon
$1.37M +$57.1K +1,053 +4%
DDC
1023
DF Dent & Co
Maryland
$1.36M -$24.7K -455 -2%
AIM
1024
Aspen Investment Management
Michigan
$1.36M -$12.5K -230 -0.9%
FFC
1025
First Financial Corp
Indiana
$1.36M -$5.69K -105 -0.4%
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