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Merck
MRK

Overview Fund Activity

1,564 hedge funds and large institutions have $109B invested in Merck in 2013 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 580 increasing their positions, 627 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+96
Holders Change %
+6.54%
% of All Funds
45.43%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
3.28%
New
187
Increased
580
Reduced
627
Closed
70
Calls
$1.39B
Puts
$953M
Net Calls
+$434M
Net Calls Change
+$103M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$477M
3
Jennison Associates
Jennison Associates
New York
+$463M
4
Deutsche Bank
Deutsche Bank
Germany
+$225M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$210M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
BA
BlackRock Advisors
Delaware
-$318M
3
Bank of America
Bank of America
North Carolina
-$308M
4
Franklin Resources
Franklin Resources
California
-$296M
5
Fidelity International
Fidelity International
Bermuda
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
1151
Balasa Dinverno & Foltz
$738K +$477 +10 +0.1%
MDCM
1152
Morgan Dempsey Capital Management
Wisconsin
$736K -$36K -755 -5%
WIL
1153
Winifred I. Li
$735K -$29.1K -610 -4%
CCT
1154
Capital City Trust
Florida
$734K +$28K +586 +4%
DAM
1155
Delta Asset Management
Tennessee
$729K -$22.9K -480 -3%
CCM
1156
CrestPoint Capital Management
Missouri
$722K +$722K +15,123 New
BCM
1157
Blume Capital Management
California
$718K +$718K +15,028 New
KWMG
1158
King Wealth Management Group
Florida
$718K +$58.2K +1,219 +9%
GCM
1159
Grisanti Capital Management
New York
$713K – – –
HW
1160
Hancock Whitney
Mississippi
$713K +$17.2K +361 +2%
ECM
1161
Endex Capital Management
Kansas
$707K – – –
First Eagle Investment Management
1162
First Eagle Investment Management
New York
$703K -$56M -1,173,751 -99%
RMDI
1163
R.M. Davis Inc
Maine
$703K +$86.1K +1,803 +14%
MG
1164
MDE Group
New Jersey
$702K +$955 +20 +0.1%
PAWC
1165
P.A.W. Capital
Connecticut
$701K – – –
GHAM
1166
Gilman Hill Asset Management
Connecticut
$701K +$50K +1,048 +8%
G
1167
GlobalBridge
Minnesota
$701K +$56K +1,172 +9%
NAM
1168
Needelman Asset Management
California
$690K +$45K +943 +7%
MBT
1169
Monroe Bank & Trust
Michigan
$689K -$6.35K -133 -0.9%
TRIM
1170
Thompson Rubinstein Investment Management
Oregon
$688K -$27.7K -580 -4%
HH
1171
Hilltop Holdings
Texas
$685K +$90.6K +1,898 +15%
FMW
1172
Farr Miller & Washington
District of Columbia
$682K +$50K +1,048 +8%
CAG
1173
Crestwood Advisors Group
Massachusetts
$681K -$18.1K -379 -3%
HAIM
1174
Hunter Associates Investment Management
Pennsylvania
$673K -$96 -2 -0%
BP
1175
Ballentine Partners
Massachusetts
$673K +$3.35K +70 +0.5%
45 46
47
48 49