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Merck
MRK

Overview Fund Activity

1,618 hedge funds and large institutions have $127B invested in Merck in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 615 increasing their positions, 677 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
46.53%
Holding in Top 10
140
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.76%
% of All Funds
4.03%
New
85
Increased
615
Reduced
677
Closed
58
Calls
$849M
Puts
$749M
Net Calls
+$101M
Net Calls Change
-$177M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.28B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$332M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$307M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$300M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
2
IIS
Ignis Investment Services
United Kingdom
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$266M
5
State Street
State Street
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1076
Smith Salley Wealth Management
North Carolina
$1.25M +$1.25M +22,677 New
ROTUOC
1077
Regents of the University of California
California
$1.25M +$1.25M +22,637 New
HI
1078
Hudock Inc
Pennsylvania
$1.25M +$14.5K +262 +1%
FBC
1079
Fairfield, Bush & Co
Connecticut
$1.24M +$642K +11,622 +107%
LOAMS
1080
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M +$1.24M +22,495 New
CP
1081
Coho Partners
Pennsylvania
$1.23M – – –
UBWV
1082
United Bank (West Virginia)
West Virginia
$1.22M +$409K +7,416 +50%
FTC
1083
Farmers Trust Company
Ohio
$1.22M -$60.1K -1,089 -5%
GGPS
1084
Gary Goldberg Planning Services
New York
$1.22M -$1.01M -18,375 -45%
MIAN
1085
Mariner Independent Advisor Network
Kansas
$1.21M +$1.21M +21,983 New
TFO
1086
Tarbox Family Office
California
$1.21M -$119K -2,156 -9%
JCM
1087
Janney Capital Management
Pennsylvania
$1.21M +$335K +6,071 +38%
TIM
1088
Thompson Investment Management
Wisconsin
$1.21M – – –
VWM
1089
Valley Wealth Managers
New Jersey
$1.21M +$90.5K +1,640 +8%
ST
1090
Smithfield Trust
Pennsylvania
$1.21M +$237K +4,289 +24%
NIMI
1091
Natixis Investment Managers International
France
$1.21M -$406K -7,354 -25%
CC
1092
Courier Capital
New York
$1.21M +$47.3K +858 +4%
OPCM
1093
Osborne Partners Capital Management
California
$1.2M -$103K -1,865 -8%
CCG
1094
Cypress Capital Group
Florida
$1.2M +$98.6K +1,786 +9%
CDH
1095
Charles D. Hyman
$1.19M -$23K -417 -2%
AHS
1096
Aspiriant Holdings S3
California
$1.19M +$83.9K +1,520 +8%
BIM
1097
Bridges Investment Management
Nebraska
$1.18M – – –
AP
1098
Appleton Partners
Massachusetts
$1.18M -$5.8K -105 -0.5%
NSAM
1099
North Star Asset Management
Wisconsin
$1.17M -$17.3K -314 -1%
NERM
1100
New England Research & Management
Illinois
$1.17M -$20.3K -367 -2%
42 43
44
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