MRK icon

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 %
CIP
1026
Convergence Investment Partners
Florida
$1.36M +$40.1K +740 +3%
PTC
1027
Philadelphia Trust Company
Pennsylvania
$1.36M +$112K +2,069 +9%
AI
1028
Atria Investments
North Carolina
$1.36M +$90.4K +1,668 +7%
CBU
1029
CIBC Bank USA
Illinois
$1.35M +$18.4K +340 +1%
BCA
1030
Benchmark Capital Advisors
New York
$1.35M – – –
SFS
1031
Strategic Financial Services
New York
$1.34M +$76.9K +1,420 +6%
FA
1032
FDx Advisors
Illinois
$1.34M +$401K +7,395 +43%
MFW
1033
Meristem Family Wealth
Minnesota
$1.33M -$73.8K -1,362 -5%
HL
1034
HeadInvest LLC
Maine
$1.33M +$39.8K +734 +3%
IIM
1035
Intact Investment Management
Quebec, Canada
$1.32M -$244K -4,506 -16%
AA
1036
Ancora Advisors
Ohio
$1.31M -$273K -5,030 -17%
CS
1037
Cannell & Spears
New York
$1.31M – – –
GCM
1038
Glynn Capital Management
California
$1.31M – – –
IIC
1039
Ironwood Investment Counsel
Arizona
$1.31M +$99.1K +1,829 +8%
TFO
1040
Tarbox Family Office
California
$1.3M -$63.7K -1,183 -5%
ARMT
1041
Amica Retiree Medical Trust
Rhode Island
$1.3M – – –
HDIM
1042
Hanson & Doremus Investment Management
Vermont
$1.3M +$4.61K +85 +0.4%
ITIM
1043
Indiana Trust & Investment Management
Indiana
$1.29M -$70.9K -1,310 -5%
ANBTV
1044
American National Bank & Trust (Virginia)
Virginia
$1.29M +$44K +812 +4%
SWM
1045
SVA Wealth Management
Wisconsin
$1.28M +$30.9K +570 +2%
DHFB
1046
Dixon Hubard Feinour & Brown
Virginia
$1.28M +$136K +2,512 +12%
OPCM
1047
Osborne Partners Capital Management
California
$1.28M -$19.9K -367 -2%
GIS
1048
Guardian Investor Services
New York
$1.28M -$52.3K -966 -4%
VNIM
1049
Vaughan Nelson Investment Management
Texas
$1.28M – – –
BOIA
1050
Bush ODonnell Investment Advisors
Missouri
$1.28M – – –
40 41
42
43 44