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Merck
MRK

Overview Fund Activity

2,051 hedge funds and large institutions have $141B invested in Merck in 2018 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 754 increasing their positions, 898 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,051
Holders Change
+39
Holders Change %
+1.94%
% of All Funds
46.97%
Holding in Top 10
142
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+24.56%
% of All Funds
3.25%
New
117
Increased
754
Reduced
898
Closed
61
Calls
$1.4B
Puts
$1.12B
Net Calls
+$284M
Net Calls Change
+$173M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.5B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$570M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$544M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$319M
5
TP
Third Point
New York
+$319M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.26B
2
Franklin Resources
Franklin Resources
California
-$336M
3
IFP
Independent Franchise Partners
United Kingdom
-$308M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$285M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
1001
Pittenger & Anderson Inc
Nebraska
$2.41M +$76.6K +1,132 +3%
H
1002
HoyleCohen
California
$2.4M +$49.4K +729 +2%
OSAM
1003
O'Shaughnessy Asset Management
Connecticut
$2.39M +$2.39M +35,312 New
FQ
1004
First Quadrant
California
$2.39M -$1.87M -27,601 -44%
MSS
1005
Mitchell Sinkler & Starr
Pennsylvania
$2.39M -$65.3K -964 -3%
FCCM
1006
First City Capital Management
Georgia
$2.38M -$14.2K -210 -0.6%
BL
1007
BFSG LLC
California
$2.37M -$51.4K -760 -2%
DWM
1008
Dakota Wealth Management
Florida
$2.37M +$1.81M +26,770 +328%
WCM
1009
Washington Capital Management
Washington
$2.36M -$60.3K -891 -2%
FA
1010
FMA Advisory
Pennsylvania
$2.35M +$8.87K +131 +0.4%
OPTFSNA
1011
Old Point Trust & Financial Services N A
Virginia
$2.34M -$39.3K -580 -2%
BAAM
1012
Baker Avenue Asset Management
California
$2.33M +$56.2K +830 +2%
RG
1013
Rikoon Group
New Mexico
$2.32M +$4.4K +65 +0.2%
BFEC
1014
Benjamin F. Edwards & Company
Missouri
$2.32M +$96.4K +1,424 +4%
SFP
1015
Shepherd Financial Partners
Massachusetts
$2.3M – – –
Envestnet Asset Management
1016
Envestnet Asset Management
Illinois
$2.3M -$27.1M -400,682 -92%
PIM
1017
Penobscot Investment Management
Massachusetts
$2.28M – – –
BONST
1018
Bank of Nova Scotia Trust
Ontario, Canada
$2.28M -$17.3K -255 -0.8%
ACP
1019
Aviance Capital Partners
Florida
$2.28M +$81.6K +1,205 +4%
HAG
1020
HighPoint Advisor Group
Illinois
$2.27M -$44.9K -649 -2%
LWAC
1021
Laurel Wealth Advisors (California)
California
$2.27M +$87.4K +1,291 +4%
ST
1022
Smithfield Trust
Pennsylvania
$2.27M -$28.5K -421 -1%
IIC
1023
Integrated Investment Consultants
Michigan
$2.26M – – –
SFM
1024
Signature Financial Management
Virginia
$2.26M +$1.28K +19 +0.1%
LFAS
1025
Level Four Advisory Services
Texas
$2.24M -$310K -4,581 -12%
39 40
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