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Merck
MRK

Overview Fund Activity

1,468 hedge funds and large institutions have $103B invested in Merck in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 568 increasing their positions, 617 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,468
Holders Change
+11
Holders Change %
+0.75%
% of All Funds
47.62%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
3.8%
New
78
Increased
568
Reduced
617
Closed
53
Calls
$1.25B
Puts
$918M
Net Calls
+$331M
Net Calls Change
-$98.6M

Top Buyers

1
EAM
Eagle Asset Management
Florida
$252M
2
Goldman Sachs
Goldman Sachs
New York
$1.16B
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$134M
4
BA
BlackRock Advisors
Delaware
$1.23B
5
EAM
Edge Asset Management
Washington
$226M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.92B
2
Capital World Investors
Capital World Investors
California
$7.49B
3
BIT
BlackRock Institutional Trust
California
$3.7B
4
KeyBank National Association
KeyBank National Association
Ohio
$94.1M
5
Ameriprise
Ameriprise
Minnesota
$705M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1076
LVM Capital Management
Michigan
$849K +$10.9K +239 +1%
WIM
1077
Waverton Investment Management
United Kingdom
$845K +$71.4K +1,572 +9%
FMBTD
1078
First Midwest Bank Trust Division
Illinois
$842K – – –
Carson Wealth (CWM LLC)
1079
Carson Wealth (CWM LLC)
Nebraska
$842K +$842K +18,524 New
NAMP
1080
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$838K +$33.2K +732 +4%
FMWA
1081
Forvis Mazars Wealth Advisors
Missouri
$838K +$292K +6,426 +53%
BAM
1082
Burgundy Asset Management
Ontario, Canada
$833K -$481K -10,589 -37%
LPC
1083
Loeb Partners Corp
New York
$833K -$381K -8,384 -31%
GVT
1084
Genesee Valley Trust
New York
$832K -$20.2K -445 -2%
LCP
1085
Legacy Capital Partners
Wisconsin
$830K -$19.1K -419 -2%
BIM
1086
Bridges Investment Management
Nebraska
$823K +$1.36K +30 +0.2%
SC
1087
StellarOne Corp
Virginia
$815K -$193K -4,248 -19%
HCM
1088
Hillman Capital Management
Maryland
$812K – – –
ACI
1089
Advance Capital I
Michigan
$804K -$1.67M -36,680 -67%
PAI
1090
Pittenger & Anderson Inc
Nebraska
$802K +$119K +2,610 +17%
MCM
1091
Maple Capital Management
Vermont
$795K +$25.2K +556 +3%
HC
1092
Highmount Capital
New York
$794K +$2.86K +63 +0.4%
CCM
1093
Compton Capital Management
Rhode Island
$791K – – –
MCM
1094
McRae Capital Management
New Jersey
$790K -$99.9K -2,201 -11%
AP
1095
Appleton Partners
Massachusetts
$785K +$38.1K +838 +5%
JFGIW
1096
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$784K +$81.8K +1,799 +12%
ST
1097
Smithfield Trust
Pennsylvania
$783K – – –
TBNY
1098
Trustco Bank (New York)
New York
$775K +$9.5K +209 +1%
Mariner
1099
Mariner
Kansas
$774K -$324K -7,132 -30%
TH
1100
Timber Hill
Connecticut
$771K +$771K +16,981 New
42 43
44
45 46