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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 %
MIM
1176
Merit Investment Management
Delaware
$542K – – –
CCM
1177
Carderock Capital Management
Maryland
$540K -$18.5K -408 -3%
BSW
1178
Buckingham Strategic Wealth
Missouri
$538K +$13.4K +295 +3%
NCM
1179
Noesis Capital Mangement
Florida
$537K – – –
TAM
1180
Thornmark Asset Management
Ontario, Canada
$535K -$2.64M -58,133 -83%
OCM
1181
Osterweis Capital Management
California
$534K -$35.3K -821 -6%
VNA
1182
VNBTrust National Association
Virginia
$534K -$6.68K -147 -1%
CPO
1183
Cerity Partners OCIO
New York
$534K +$16.7K +368 +3%
BIA
1184
Biondo Investment Advisors
Pennsylvania
$533K -$7.13K -157 -1%
LIM
1185
Leavell Investment Management
Alabama
$532K -$23.8K -524 -4%
WA
1186
Waverly Advisors
Alabama
$530K +$15K +329 +3%
RB
1187
Rodgers Brothers
Pennsylvania
$530K +$110K +2,420 +26%
TT
1188
Tower Trust
Indiana
$529K -$13.2K -290 -2%
PAS
1189
Partnervest Advisory Services
California
$525K +$46K +1,013 +10%
BIM
1190
Baldwin Investment Management
Pennsylvania
$523K +$109K +2,401 +26%
PFS
1191
Prospera Financial Services
Texas
$522K +$117K +2,516 +29%
TBA
1192
Train Babcock Advisors
New York
$520K – – –
NC
1193
Northpointe Capital
Michigan
$519K +$270K +5,921 +108%
IMS
1194
Index Management Solutions
Pennsylvania
$515K +$515K +11,334 New
SKK
1195
Shepherd Kaplan Krochuk
Massachusetts
$512K – – –
FWM
1196
Focused Wealth Management
New York
$511K +$511K +11,244 New
CB
1197
Cooke & Bieler
Pennsylvania
$509K – – –
CAS
1198
CTC Alternative Strategies
Illinois
$508K +$508K +11,191 New
CIC
1199
Carnegie Investment Counsel
Ohio
$508K +$15.5K +341 +3%
HCM
1200
Harvest Capital Management
New Hampshire
$508K +$508K +11,179 New
46 47
48
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