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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 %
GT
1101
Greenleaf Trust
Michigan
$764K +$81.2K +1,788 +12%
EML
1102
Eos Management LP
New York
$741K – – –
SIG
1103
Sky Investment Group
Connecticut
$739K +$739K +16,278 New
SOAMC
1104
Spirit of America Management Corp
New York
$738K -$100K -2,201 -12%
MCM
1105
MAI Capital Management
Ohio
$737K +$26.6K +586 +4%
MDCM
1106
Morgan Dempsey Capital Management
Wisconsin
$735K -$11.9K -262 -2%
MCM
1107
Marathon Capital Management
Maryland
$730K -$68.4K -1,506 -9%
WIL
1108
Winifred I. Li
$728K -$16.2K -357 -2%
NA
1109
Navellier & Associates
Nevada
$727K +$479K +10,532 +193%
BSWMG
1110
Barrington Strategic Wealth Management Group
Illinois
$716K +$6.45K +142 +0.9%
DAM
1111
Delta Asset Management
Tennessee
$715K -$1.45K -32 -0.2%
FAM
1112
Formidable Asset Management
Ohio
$713K +$713K +15,456 New
WCP
1113
Welch Capital Partners
New York
$711K – – –
OIA
1114
Optimum Investment Advisors
Illinois
$711K +$711K +15,661 New
NIM
1115
Northeast Investment Management
Massachusetts
$706K +$208K +4,579 +42%
MMG
1116
Monetary Management Group
Missouri
$702K -$100K -2,206 -13%
BDF
1117
Balasa Dinverno & Foltz
$702K +$9.09K +200 +1%
FANJ
1118
Financial Architects (New Jersey)
New Jersey
$701K +$7.31K +160 +1%
YIA
1119
YHB Investment Advisors
Connecticut
$687K -$4.77K -105 -0.7%
SAMC
1120
Shinko Asset Management Company
Japan
$682K -$38.1K -838 -5%
TRIM
1121
Thompson Rubinstein Investment Management
Oregon
$681K +$22.2K +489 +3%
GCM
1122
Grisanti Capital Management
New York
$679K – – –
ECM
1123
Endex Capital Management
Kansas
$672K – – –
OCG
1124
Opus Capital Group
Ohio
$671K – – –
MG
1125
MDE Group
New Jersey
$667K -$25K -551 -4%
43 44
45
46 47