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Merck
MRK

Overview Fund Activity

1,618 hedge funds and large institutions have $127B invested in Merck in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 615 increasing their positions, 677 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,618
Holders Change
+18
Holders Change %
+1.13%
% of All Funds
46.53%
Holding in Top 10
140
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.76%
% of All Funds
4.03%
New
85
Increased
615
Reduced
677
Closed
58
Calls
$849M
Puts
$749M
Net Calls
+$101M
Net Calls Change
-$177M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.28B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$332M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$307M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$300M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$208M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
2
IIS
Ignis Investment Services
United Kingdom
-$311M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$266M
5
State Street
State Street
Massachusetts
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
1176
First Mercantile Trust
Tennessee
$909K -$112K -2,023 -11%
EML
1177
Eos Management LP
New York
$900K – – –
SOAMC
1178
Spirit of America Management Corp
New York
$897K – – –
BDF
1179
Balasa Dinverno & Foltz
$897K +$34.7K +628 +4%
FMW
1180
Farr Miller & Washington
District of Columbia
$895K – – –
GP
1181
GLG Partners
United Kingdom
$892K -$1.63M -29,540 -65%
FI
1182
FCM Investments
Texas
$890K – – –
CWM
1183
Concert Wealth Management
California
$881K +$48.3K +921 +6%
ST
1184
Semper Trust
Pennsylvania
$880K – – –
CBT
1185
Central Bank & Trust
Kentucky
$878K -$56.6K -1,185 -6%
LGC
1186
Laurel Grove Capital
California
$874K -$87.6K -1,587 -9%
MDCM
1187
Morgan Dempsey Capital Management
Wisconsin
$861K +$4.08K +74 +0.5%
FAM
1188
Formidable Asset Management
Ohio
$860K – – –
1GA
1189
1st Global Advisors
Texas
$858K -$8.39K -152 -1%
JIC
1190
Joel Isaacson & Co
New York
$841K +$108K +1,952 +15%
WCBA
1191
Weaver C. Barksdale & Associates
Tennessee
$840K – – –
VCAM
1192
Van Cleef Asset Management
Ohio
$839K +$173K +3,144 +26%
MCM
1193
Marathon Capital Management
Maryland
$834K -$21.7K -393 -3%
GCM
1194
Grisanti Capital Management
New York
$825K – – –
RCM
1195
RNC Capital Management
California
$823K -$15.9K -288 -2%
EA
1196
Elm Advisors
California
$822K -$14.5K -262 -2%
Kayne Anderson Rudnick Investment Management
1197
Kayne Anderson Rudnick Investment Management
California
$819K +$83.9K +1,520 +11%
RC
1198
Roundview Capital
New Jersey
$819K +$112K +2,030 +16%
NAM
1199
Needelman Asset Management
California
$810K – – –
PAWC
1200
P.A.W. Capital
Connecticut
$810K – – –
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