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Merck
MRK

Overview Fund Activity

1,708 hedge funds and large institutions have $121B invested in Merck in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 720 increasing their positions, 656 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,708
Holders Change
-12
Holders Change %
-0.7%
% of All Funds
45.56%
Holding in Top 10
127
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.41%
% of All Funds
3.39%
New
91
Increased
720
Reduced
656
Closed
82
Calls
$1.09B
Puts
$866M
Net Calls
+$221M
Net Calls Change
+$692M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$814M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$527M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$394M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$188M
5
Bank of America
Bank of America
North Carolina
+$170M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$500M
2
Dodge & Cox
Dodge & Cox
California
-$469M
3
Franklin Resources
Franklin Resources
California
-$444M
4
Capital World Investors
Capital World Investors
California
-$366M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1201
Birchview Capital
Vermont
$862K – – –
IT
1202
Independence Trust
Tennessee
$862K +$263K +4,798 +44%
MHS
1203
M Holdings Securities
Oregon
$859K +$51.7K +943 +6%
CIC
1204
Chilton Investment Company
Connecticut
$858K +$93.7K +1,709 +12%
PP
1205
PDT Partners
New York
$857K +$857K +15,628 New
AW
1206
ACG Wealth
Georgia
$855K -$33.3K -607 -4%
FMW
1207
Farr Miller & Washington
District of Columbia
$844K – – –
RC
1208
Roundview Capital
New Jersey
$843K +$28.7K +524 +4%
SC
1209
Saiers Capital
New York
$843K +$843K +15,369 New
SC
1210
Savant Capital
Illinois
$840K +$203K +3,705 +32%
OPTFSNA
1211
Old Point Trust & Financial Services N A
Virginia
$838K -$121K -2,201 -13%
SCG
1212
Sonata Capital Group
Washington
$833K +$25.9K +472 +3%
MSFP
1213
Mark Sheptoff Financial Planning
Connecticut
$827K +$95K +1,732 +13%
FDS
1214
First Dallas Securities
Texas
$824K -$140K -2,551 -15%
PAM
1215
Princeton Alpha Management
New Jersey
$821K -$109K -1,984 -12%
GCM
1216
Grisanti Capital Management
New York
$819K – – –
KCMRT
1217
Kemper Corp Master Retirement Trust
Illinois
$816K -$1.19M -21,693 -59%
ASN
1218
Advisory Services Network
Georgia
$815K +$148K +2,712 +22%
TRIM
1219
Thompson Rubinstein Investment Management
Oregon
$814K – – –
SAM
1220
Symphony Asset Management
California
$813K +$78.5K +1,429 +11%
MCM
1221
Marathon Capital Management
Maryland
$811K +$31.6K +576 +4%
HC
1222
Hourglass Capital
Texas
$808K – – –
SCP
1223
Sandhill Capital Partners
New York
$808K +$274 +5 +0%
FI
1224
FCM Investments
Texas
$807K -$14.8K -269 -2%
PFA
1225
Pure Financial Advisors
California
$804K +$185K +3,381 +30%
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