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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 %
AIA
1151
Alerus Investment Advisors
Minnesota
$891K +$34K +628 +4%
PL
1152
Parkwood LLC
Ohio
$886K +$669K +12,348 +308%
EML
1153
Eos Management LP
New York
$883K – – –
SOAMC
1154
Spirit of America Management Corp
New York
$880K +$880K +16,244 New
FMW
1155
Farr Miller & Washington
District of Columbia
$878K +$104K +1,917 +13%
FI
1156
FCM Investments
Texas
$874K -$62.5K -1,153 -7%
ST
1157
Semper Trust
Pennsylvania
$863K +$142K +2,620 +20%
FCBT
1158
First Citizens Bank & Trust
North Carolina
$861K -$4.61M -85,101 -84%
JCM
1159
Janney Capital Management
Pennsylvania
$861K +$105K +1,934 +14%
CWM
1160
Concert Wealth Management
California
$851K -$254K -4,737 -23%
1GA
1161
1st Global Advisors
Texas
$850K -$113K -2,083 -12%
BDF
1162
Balasa Dinverno & Foltz
$846K +$8.94K +165 +1%
BC
1163
Burney Company
Virginia
$845K +$82.1K +1,514 +11%
FAM
1164
Formidable Asset Management
Ohio
$842K +$6.22K +115 +0.7%
MDCM
1165
Morgan Dempsey Capital Management
Wisconsin
$841K +$6.01K +111 +0.7%
MCM
1166
Marathon Capital Management
Maryland
$839K -$31.2K -576 -4%
RMDI
1167
R.M. Davis Inc
Maine
$838K +$41K +757 +5%
PNAA
1168
Pictet North America Advisors
Switzerland
$833K +$250K +4,612 +43%
CHJWM
1169
Carlton Hofferkamp & Jenks Wealth Management
Texas
$827K -$806K -14,890 -49%
RCM
1170
RNC Capital Management
California
$824K -$686K -12,656 -45%
WCBA
1171
Weaver C. Barksdale & Associates
Tennessee
$824K +$824K +15,217 New
HW
1172
Hancock Whitney
Mississippi
$823K +$14.4K +266 +2%
EA
1173
Elm Advisors
California
$821K -$17.1K -316 -2%
MG
1174
MDE Group
New Jersey
$816K +$19.6K +361 +2%
AUB
1175
Atlantic Union Bankshares
Virginia
$815K +$815K +17,950 New
45 46
47
48 49