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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 %
MIS
1126
Morningstar Investment Services
Illinois
$986K +$11.3K +209 +1%
PL
1127
Plancorp LLC
Missouri
$986K +$140K +2,591 +17%
TBNY
1128
Trustco Bank (New York)
New York
$985K -$18.3K -337 -2%
MFBTD
1129
MB Financial Bank - Trust Department
Illinois
$983K -$8.89M -164,034 -90%
CIM
1130
CIM Investment Management
Pennsylvania
$983K -$31.8K -588 -3%
BSWMG
1131
Barrington Strategic Wealth Management Group
Illinois
$975K +$6.07K +112 +0.6%
MCM
1132
Maple Capital Management
Vermont
$975K +$17.1K +315 +2%
IB
1133
Intrust Bank
Kansas
$974K -$92.1K -1,699 -9%
EWM
1134
Elite Wealth Management
Washington
$965K -$265K -4,902 -22%
HC
1135
Hawkins Capital
Texas
$965K – – –
IH
1136
IFC Holdings
Florida
$959K -$316K -5,891 -25%
GVT
1137
Genesee Valley Trust
New York
$958K -$77.7K -1,435 -8%
SJIM
1138
St. Johns Investment Management
Florida
$956K +$956K +17,650 New
CCM
1139
Compton Capital Management
Rhode Island
$955K -$8.4K -155 -0.9%
ST
1140
Smithfield Trust
Pennsylvania
$954K +$8.62K +159 +0.9%
Mariner
1141
Mariner
Kansas
$953K -$56.3K -1,039 -6%
SPC
1142
Stewart & Patten Company
California
$953K -$22.3K -411 -2%
DIA
1143
Denver Investment Advisors
Colorado
$952K -$738K -13,616 -44%
NIM
1144
Northeast Investment Management
Massachusetts
$950K +$40.7K +751 +4%
LGC
1145
Laurel Grove Capital
California
$944K -$28.4K -524 -3%
MCM
1146
McRae Capital Management
New Jersey
$942K – – –
FMBTD
1147
First Midwest Bank Trust Division
Illinois
$939K -$11.3K -209 -1%
GLI
1148
Guardian Life Insurance
New York
$934K -$3.58K -66 -0.4%
CAL
1149
Capital Analysts LLC
Pennsylvania
$920K -$102K -1,889 -10%
OAM
1150
Occidental Asset Management
California
$915K +$915K +16,891 New
44 45
46
47 48