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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 %
GF
1101
Gerstein Fisher
New York
$1.04M -$948K -17,505 -48%
BRWM
1102
B. Riley Wealth Management
Tennessee
$1.04M +$1.04M +19,189 New
WG
1103
Welch Group
Alabama
$1.04M -$315K -5,812 -23%
LCP
1104
Legacy Capital Partners
Wisconsin
$1.04M -$73.8K -1,362 -7%
LKIM
1105
Lawson Kroeker Investment Management
Nebraska
$1.03M – – –
TH
1106
Timber Hill
Connecticut
$1.03M -$3.17M -58,500 -75%
FDS
1107
First Dallas Securities
Texas
$1.03M -$22.6K -418 -2%
HH
1108
Hilltop Holdings
Texas
$1.03M +$254K +4,687 +33%
ACM
1109
Avalon Capital Management
California
$1.03M +$1.03M +18,983 New
PCMI
1110
Paradigm Capital Management Inc
New York
$1.02M – – –
GT
1111
Greenleaf Trust
Michigan
$1.02M +$88.8K +1,640 +10%
KLC
1112
Knowledge Leaders Capital
Colorado
$1.02M +$1.02M +18,822 New
NAMP
1113
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.02M +$56.7K +1,048 +6%
ACP
1114
Aviance Capital Partners
Florida
$1.01M -$113K -2,093 -10%
OPTFSNA
1115
Old Point Trust & Financial Services N A
Virginia
$1.01M -$11.4K -210 -1%
WIM
1116
Waverton Investment Management
United Kingdom
$1.01M – – –
SAM
1117
Symphony Asset Management
California
$1.01M -$56.2K -1,037 -5%
WC
1118
Whitnell & Co
Illinois
$1M – – –
FMT
1119
First Mercantile Trust
Tennessee
$1M +$120K +2,212 +14%
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$996K -$25K -461 -2%
WRM
1121
Westport Resources Management
Connecticut
$995K +$346K +6,382 +53%
Westfield Capital Management
1122
Westfield Capital Management
Massachusetts
$994K – – –
RT
1123
Rockland Trust
Massachusetts
$989K -$921 -17 -0.1%
EFSCE
1124
Enterprise Financial Services Corp (EFSC)
Missouri
$988K -$5.04K -93 -0.5%
PIP
1125
Palisades Investment Partners
California
$988K – – –
43 44
45
46 47