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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 %
NERM
1076
New England Research & Management
Illinois
$1.17M -$480K -8,856 -29%
NSAM
1077
North Star Asset Management
Wisconsin
$1.17M – – –
AP
1078
Appleton Partners
Massachusetts
$1.16M +$132K +2,437 +13%
BIM
1079
Bridges Investment Management
Nebraska
$1.16M +$145K +2,681 +14%
WIC
1080
Woodmont Investment Counsel
Tennessee
$1.14M +$11.3K +209 +1%
CC
1081
Courier Capital
New York
$1.14M -$21.2K -391 -2%
MBE
1082
Michael B. Elefante
$1.14M -$7.69K -142 -0.7%
IAS
1083
INR Advisory Services
Pennsylvania
$1.13M -$7.1K -131 -0.6%
UR
1084
USCA RIA
Texas
$1.13M -$280K -5,163 -20%
NPIT
1085
National Penn Investors Trust
Pennsylvania
$1.12M -$291K -5,364 -21%
VWM
1086
Valley Wealth Managers
New Jersey
$1.1M +$34.6K +639 +3%
SIC
1087
Shoker Investment Counsel
Ohio
$1.1M +$9.59K +177 +0.9%
PFA
1088
Pure Financial Advisors
California
$1.09M +$21.3K +398 +2%
PH
1089
Pinnacle Holdings
Oklahoma
$1.09M +$152K +2,805 +16%
PAI
1090
Pittenger & Anderson Inc
Nebraska
$1.09M +$121K +2,237 +13%
AHS
1091
Aspiriant Holdings S3
California
$1.08M +$9.64K +178 +0.9%
CCG
1092
Cypress Capital Group
Florida
$1.08M – – –
FANJ
1093
Financial Architects (New Jersey)
New Jersey
$1.08M +$17.8K +329 +2%
ACA
1094
Anchor Capital Advisors
Massachusetts
$1.07M +$4.82K +89 +0.5%
TWA
1095
TCI Wealth Advisors
Arizona
$1.07M +$1.07M +19,710 New
Parallax Volatility Advisers
1096
Parallax Volatility Advisers
California
$1.07M -$28M -516,710 -96%
PFSC
1097
Peoples Financial Services Corp
Pennsylvania
$1.06M -$116K -2,148 -10%
MFS
1098
MSI Financial Services
Massachusetts
$1.06M -$112K -2,076 -10%
CBT
1099
Central Bank & Trust
Kentucky
$1.06M +$64.2K +1,185 +6%
GHAM
1100
Gilman Hill Asset Management
Connecticut
$1.05M +$255K +4,701 +32%
42 43
44
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