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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 %
BC
1176
Burney Company
Virginia
$672K +$23.7K +497 +4%
Fuller & Thaler Asset Management
1177
Fuller & Thaler Asset Management
California
$671K – – –
JIC
1178
Joel Isaacson & Co
New York
$671K +$25K +524 +4%
JCM
1179
Janney Capital Management
Pennsylvania
$666K +$7.78K +163 +1%
ZIC
1180
ZWJ Investment Counsel
Georgia
$660K -$3.15K -66 -0.5%
IUAM
1181
Itau USA Asset Management
New York
$656K – – –
JWA
1182
JFS Wealth Advisors
Pennsylvania
$655K -$496K -10,374 -43%
BIM
1183
Barton Investment Management
Pennsylvania
$653K – – –
SCP
1184
Sandhill Capital Partners
New York
$652K +$52.6K +1,101 +9%
LOM
1185
Loeb Offshore Management
New York
$651K +$651K +13,631 New
LIM
1186
Leavell Investment Management
Alabama
$650K +$90.8K +1,900 +16%
TIA
1187
Tiemann Investment Advisors
California
$650K +$650K +13,619 New
GI
1188
Glovista Investments
New Jersey
$646K +$9.99K +209 +2%
SCM
1189
Sterling Capital Management
North Carolina
$646K +$188K +3,937 +41%
BCM
1190
BBT Capital Management
Texas
$645K – – –
SAMC
1191
Shinko Asset Management Company
Japan
$641K -$76.8K -1,607 -11%
FIM
1192
Fruth Investment Management
Texas
$639K – – –
ST
1193
Semper Trust
Pennsylvania
$636K – – –
LWI
1194
Long Wharf Investors
Massachusetts
$636K +$8.5K +178 +1%
ANB
1195
Amarillo National Bank
Texas
$633K -$46.5K -974 -7%
OCM
1196
Osterweis Capital Management
California
$632K +$39.2K +821 +7%
HJGA
1197
Hardman Johnston Global Advisors
Connecticut
$621K – – –
DSN
1198
D. Scott Neal
Kentucky
$612K +$612K +12,807 New
LCM
1199
LVM Capital Management
Michigan
$608K -$285K -5,964 -32%
TT
1200
Tower Trust
Indiana
$608K +$51.8K +1,085 +9%
46 47
48
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