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Merck
MRK

Overview Fund Activity

1,809 hedge funds and large institutions have $127B invested in Merck in 2016 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 702 increasing their positions, 762 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+53
Holders Change %
+3.02%
% of All Funds
48.34%
Holding in Top 10
172
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+26.47%
% of All Funds
4.6%
New
118
Increased
702
Reduced
762
Closed
49
Calls
$1.26B
Puts
$1.42B
Net Calls
-$161M
Net Calls Change
+$1.77M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
State Street
State Street
Massachusetts
+$445M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$341M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$322M
5
Citadel Advisors
Citadel Advisors
Florida
+$201M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
Macquarie Group
Macquarie Group
Australia
-$824M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$495M
4
Dodge & Cox
Dodge & Cox
California
-$377M
5
GE
General Electric
Ohio
-$315M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1026
Willingdon Wealth Management
North Carolina
$1.8M -$492K -8,262 -21%
1IA
1027
1834 Investment Advisors
Wisconsin
$1.8M -$16.3K -273 -0.9%
HFM
1028
Hartford Financial Management
Connecticut
$1.8M +$12.6K +212 +0.7%
GBT
1029
Grove Bank & Trust
Florida
$1.8M +$72.3K +1,215 +4%
CCM
1030
CrestPoint Capital Management
Missouri
$1.79M -$18.7K -314 -1%
CNAM
1031
Campbell Newman Asset Management
Wisconsin
$1.79M – – –
FMBTD
1032
First Midwest Bank Trust Division
Illinois
$1.78M -$20.1K -337 -1%
HIC
1033
Harvey Investment Company
Kentucky
$1.77M -$31.2K -524 -2%
BWAM
1034
Boyd Watterson Asset Management
Ohio
$1.76M -$1.45M -24,424 -45%
P
1035
Pitcairn
Pennsylvania
$1.76M -$52K -872 -3%
WMSA
1036
Weiss Multi-Strategy Advisers
New York
$1.76M -$77.3K -1,298 -4%
CG
1037
Colony Group
Massachusetts
$1.74M +$1.74M +29,265 New
HDIM
1038
Hanson & Doremus Investment Management
Vermont
$1.74M -$24.7K -414 -1%
SNT
1039
Security National Trust
West Virginia
$1.74M +$47K +790 +3%
TWM
1040
Torch Wealth Management
Ohio
$1.74M +$238 +4 +0%
LI
1041
Longer Investments
Arkansas
$1.73M -$640K -10,753 -27%
CWA
1042
Cypress Wealth Advisors
California
$1.72M +$5.78K +97 +0.3%
NIMI
1043
Natixis Investment Managers International
France
$1.71M – – –
BOTW
1044
Bank of the West
California
$1.7M +$14.6K +246 +0.9%
AUB
1045
Atlantic Union Bankshares
Virginia
$1.68M +$765K +12,852 +84%
ECM
1046
EagleClaw Capital Management
Massachusetts
$1.67M – – –
BSW
1047
Buckingham Strategic Wealth
Missouri
$1.67M +$274K +4,608 +20%
HL
1048
HeadInvest LLC
Maine
$1.66M -$12.8K -210 -0.8%
TSWM
1049
Triangle Securities Wealth Management
North Carolina
$1.66M -$119K -2,007 -7%
CPA
1050
Court Place Advisors
Maryland
$1.66M +$26.5K +445 +2%
40 41
42
43 44