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Merck
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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 %
CWM
1201
Confluence Wealth Management
Oregon
$808K +$808K +14,635 New
MFBTD
1202
MB Financial Bank - Trust Department
Illinois
$801K -$202K -3,648 -20%
TRIM
1203
Thompson Rubinstein Investment Management
Oregon
$801K +$5.79K +105 +0.7%
PIA
1204
Peachtree Investment Advisors
Georgia
$800K -$23.2K -420 -3%
ZIC
1205
ZWJ Investment Counsel
Georgia
$800K +$57.8K +1,048 +8%
DCM
1206
Dynamic Capital Management
Jersey
$800K +$522K +9,470 +188%
BP
1207
Ballentine Partners
Massachusetts
$798K +$14.8K +268 +2%
SAM
1208
Symphony Asset Management
California
$796K -$229K -4,142 -22%
SCM
1209
Schnieders Capital Management
California
$795K +$214K +3,878 +37%
AW
1210
ACG Wealth
Georgia
$783K -$552 -10 -0.1%
SC
1211
Sculptor Capital
New York
$781K +$781K +14,144 New
SCP
1212
Sandhill Capital Partners
New York
$779K +$20.7K +375 +3%
MG
1213
MDE Group
New Jersey
$775K -$56.4K -1,022 -7%
DAM
1214
Delta Asset Management
Tennessee
$775K -$20.7K -375 -3%
TIA
1215
Tiemann Investment Advisors
California
$775K – – –
CAG
1216
Crestwood Advisors Group
Massachusetts
$767K +$3.48K +63 +0.5%
Tudor Investment Corp
1217
Tudor Investment Corp
Connecticut
$767K +$476K +8,626 +163%
OIA
1218
Optimum Investment Advisors
Illinois
$762K +$20.2K +365 +3%
ANB
1219
Amarillo National Bank
Texas
$749K +$16.7K +303 +2%
MSR
1220
Main Street Research
Connecticut
$748K +$1.88K +34 +0.3%
FIM
1221
Fruth Investment Management
Texas
$747K – – –
ASN
1222
Advisory Services Network
Georgia
$741K +$180K +3,251 +32%
LWI
1223
Long Wharf Investors
Massachusetts
$740K +$18.6K +336 +3%
EWM
1224
Elite Wealth Management
Washington
$735K -$249K -4,503 -25%
MIS
1225
Morningstar Investment Services
Illinois
$734K -$271K -4,907 -27%
47 48
49
50 51