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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 %
GCM
1176
Grisanti Capital Management
New York
$809K – – –
PIA
1177
Peachtree Investment Advisors
Georgia
$807K -$61K -1,126 -7%
BFIM
1178
Beese Fulmer Investment Management
Ohio
$805K +$305K +5,631 +61%
BC
1179
Banced Corp
Illinois
$801K -$166K -3,068 -17%
G
1180
GlobalBridge
Minnesota
$800K +$5.09K +94 +0.6%
UBWV
1181
United Bank (West Virginia)
West Virginia
$798K +$509K +9,398 +176%
PAWC
1182
P.A.W. Capital
Connecticut
$795K – – –
NAM
1183
Needelman Asset Management
California
$795K +$12.5K +230 +2%
ID
1184
Integral Derivatives
New York
$795K +$795K +14,674 New
DAM
1185
Delta Asset Management
Tennessee
$781K -$45.2K -834 -5%
TRIM
1186
Thompson Rubinstein Investment Management
Oregon
$781K – – –
MCM
1187
MAI Capital Management
Ohio
$774K -$63.9K -1,179 -8%
SGH
1188
Schonfeld Group Holdings
New York
$774K +$774K +14,292 New
AW
1189
ACG Wealth
Georgia
$769K -$964K -17,800 -56%
BP
1190
Ballentine Partners
Massachusetts
$768K +$5.68K +105 +0.7%
HAIM
1191
Hunter Associates Investment Management
Pennsylvania
$763K – – –
TIA
1192
Tiemann Investment Advisors
California
$760K +$22.7K +419 +3%
LIM
1193
Leavell Investment Management
Alabama
$757K +$20.2K +373 +3%
TCB
1194
Texas Capital Bancshares
Texas
$752K +$105K +1,942 +16%
CAG
1195
Crestwood Advisors Group
Massachusetts
$749K -$23.1K -427 -3%
RT
1196
Reliance Trust
Georgia
$744K -$104K -1,923 -12%
SCP
1197
Sandhill Capital Partners
New York
$744K +$5.25K +97 +0.7%
BACM
1198
Blue Arrow Capital Management
New York
$744K +$744K +13,729 New
TT
1199
Tower Trust
Indiana
$743K +$53.1K +980 +8%
JWA
1200
JFS Wealth Advisors
Pennsylvania
$739K -$3.79K -70 -0.5%
46 47
48
49 50