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Merck
MRK

Overview Fund Activity

1,739 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 753 increasing their positions, 672 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-12
Holders Change %
-0.69%
% of All Funds
46.41%
Holding in Top 10
105
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.96%
% of All Funds
2.8%
New
96
Increased
753
Reduced
672
Closed
83
Calls
$693M
Puts
$769M
Net Calls
-$76.2M
Net Calls Change
-$112M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$316M
2
LSV Asset Management
LSV Asset Management
Illinois
+$259M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
Capital World Investors
Capital World Investors
California
+$183M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$167M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$199M
2
IG
ING Group
Netherlands
-$177M
3
State Street
State Street
Massachusetts
-$173M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
1001
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.56M -$2.37K -47 -0.2%
TSWM
1002
Triangle Securities Wealth Management
North Carolina
$1.56M +$24.6K +487 +2%
RMC
1003
Regis Management Company
California
$1.56M +$3.74K +74 +0.2%
HCM
1004
Hengehold Capital Management
Ohio
$1.56M +$20.7K +409 +1%
VWM
1005
Valley Wealth Managers
New Jersey
$1.55M +$436K +8,644 +39%
NGA
1006
Naples Global Advisors
Florida
$1.54M -$6.61K -131 -0.4%
HI
1007
Hudock Inc
Pennsylvania
$1.54M +$81.9K +1,623 +6%
HIC
1008
Harvey Investment Company
Kentucky
$1.53M – – –
HFM
1009
Hartford Financial Management
Connecticut
$1.52M +$5.45K +108 +0.4%
W
1010
Wealthfront
California
$1.52M +$8.63K +171 +0.6%
CPO
1011
Cerity Partners OCIO
New York
$1.51M +$159K +3,144 +12%
AIA
1012
Alerus Investment Advisors
Minnesota
$1.51M +$16.7K +331 +1%
HB
1013
Homrich & Berg
Georgia
$1.51M +$62.9K +1,246 +4%
P
1014
Pitcairn
Pennsylvania
$1.51M +$8.13K +161 +0.5%
JAM
1015
Jolley Asset Management
North Carolina
$1.5M +$122K +2,410 +9%
DBT
1016
Dubuque Bank & Trust
Iowa
$1.5M +$345K +6,822 +30%
CWA
1017
Cypress Wealth Advisors
California
$1.5M +$350K +6,925 +31%
FC
1018
FIC Capital
New York
$1.49M -$21.2K -419 -1%
CFN
1019
Cordasco Financial Network
Florida
$1.49M -$445K -8,811 -23%
BOTW
1020
Bank of the West
California
$1.48M -$12.4K -246 -0.8%
OC
1021
Oakworth Capital
Alabama
$1.47M +$30.1K +596 +2%
TWM
1022
Torch Wealth Management
Ohio
$1.47M +$202 +4 +0%
CCA
1023
Checchi Capital Advisers
California
$1.47M +$139K +2,752 +10%
QIM
1024
Quest Investment Management
Oregon
$1.47M +$48.2K +954 +3%
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$1.46M -$1.31K -26 -0.1%
39 40
41
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