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Merck
MRK

Overview Fund Activity

1,721 hedge funds and large institutions have $119B invested in Merck in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 689 increasing their positions, 688 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+13
Holders Change %
+0.76%
% of All Funds
46.41%
Holding in Top 10
136
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.09%
% of All Funds
3.67%
New
105
Increased
689
Reduced
688
Closed
73
Calls
$935M
Puts
$990M
Net Calls
-$55.1M
Net Calls Change
-$276M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$510M
2
IFP
Independent Franchise Partners
United Kingdom
+$448M
3
MNA
Manning & Napier Advisors
New York
+$339M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$333M
5
O
OppenheimerFunds
New York
+$233M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$671M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
3
Capital International Investors
Capital International Investors
California
-$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
5
State Street
State Street
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1201
Crestwood Advisors Group
Massachusetts
$889K +$179K +3,286 +25%
CC
1202
Cornerstone Capital
California
$888K +$631K +11,623 +246%
SWA
1203
SFMG Wealth Advisors
Texas
$887K +$484K +8,901 +120%
ACP
1204
Aviance Capital Partners
Florida
$883K -$39.2K -721 -4%
SOAMC
1205
Spirit of America Management Corp
New York
$882K – – –
SCG
1206
Sonata Capital Group
Washington
$882K +$56.9K +1,048 +7%
PFSC
1207
Peoples Financial Services Corp
Pennsylvania
$875K -$4.24K -78 -0.5%
FWM
1208
Frontier Wealth Management
Missouri
$875K +$424K +7,801 +94%
AC
1209
Alexandria Capital
Virginia
$874K +$393K +7,147 +82%
TCM
1210
Telos Capital Management
California
$873K +$281K +5,176 +47%
AW
1211
ACG Wealth
Georgia
$859K +$11.6K +214 +1%
SGA
1212
Strategic Global Advisors
California
$857K +$372K +6,844 +77%
BSW
1213
Buckingham Strategic Wealth
Missouri
$855K -$70.4K -1,296 -8%
BC
1214
Birchview Capital
Vermont
$854K – – –
MHS
1215
M Holdings Securities
Oregon
$850K -$869 -16 -0.1%
WCBA
1216
Weaver C. Barksdale & Associates
Tennessee
$849K +$53.8K +990 +7%
MWM
1217
Mission Wealth Management
California
$847K +$847K +15,444 New
MSR
1218
Main Street Research
Connecticut
$836K +$58.7K +1,079 +8%
RC
1219
Roundview Capital
New Jersey
$835K – – –
TIA
1220
Tiemann Investment Advisors
California
$835K +$78.9K +1,452 +10%
VIA
1221
Vident Investment Advisory
Georgia
$829K +$44.9K +827 +6%
GF
1222
Gerstein Fisher
New York
$826K -$77.4K -1,424 -9%
YIA
1223
YHB Investment Advisors
Connecticut
$825K +$100K +1,845 +14%
SFA
1224
Sequoia Financial Advisors
Ohio
$819K +$35.1K +646 +4%
SC
1225
Savant Capital
Illinois
$816K -$15.5K -285 -2%
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