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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 %
TIC
1226
Trees Investment Counsel
Illinois
$677K – – –
CFMC
1227
Curbstone Financial Management Corp
New Hampshire
$677K +$677K +12,503 New
ADBIC
1228
A.D. Beadell Investment Counsel
Wisconsin
$671K -$529K -9,773 -44%
SAMC
1229
Shinko Asset Management Company
Japan
$671K -$55.1K -1,017 -8%
SC
1230
Schulhoff & Co
Ohio
$665K -$6.67K -123 -1%
BBNB
1231
Baker Boyer National Bank
Washington
$658K +$22.7K +420 +4%
VCAM
1232
Van Cleef Asset Management
Ohio
$653K – – –
SFA
1233
Sequoia Financial Advisors
Ohio
$637K +$32.7K +603 +5%
BIA
1234
Biondo Investment Advisors
Pennsylvania
$636K -$11.3K -209 -2%
FC
1235
Fayerweather Charles
$636K -$4.23K -78 -0.7%
LRPA
1236
L. Roy Papp & Associates
Arizona
$632K -$14.2K -262 -2%
FBB
1237
Fulton Breakefield Broenniman
Maryland
$631K +$3.74K +69 +0.6%
YIA
1238
YHB Investment Advisors
Connecticut
$624K +$19.6K +361 +3%
TBA
1239
Train Babcock Advisors
New York
$620K – – –
CB
1240
Cooke & Bieler
Pennsylvania
$619K – – –
VNA
1241
VNBTrust National Association
Virginia
$617K -$30.1K -555 -5%
HCM
1242
Harvest Capital Management
New Hampshire
$617K – – –
BIM
1243
Baldwin Investment Management
Pennsylvania
$615K – – –
FWM
1244
Focused Wealth Management
New York
$613K +$6.72K +124 +1%
MA
1245
MCF Advisors
Kentucky
$612K +$205K +3,788 +50%
SKK
1246
Shepherd Kaplan Krochuk
Massachusetts
$610K – – –
NCM
1247
Noesis Capital Mangement
Florida
$607K -$19.8K -366 -3%
CL
1248
Choreo LLC
Illinois
$605K +$605K +11,090 New
AB
1249
AT Bancorp
Iowa
$602K +$3.52K +65 +0.6%
MCM
1250
McKinley Capital Management
Alaska
$597K +$597K +11,021 New
48 49
50
51 52