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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 %
BC
1226
Burney Company
Virginia
$728K -$133K -2,410 -15%
BSW
1227
Buckingham Strategic Wealth
Missouri
$728K +$20.5K +372 +3%
FFA
1228
First Foundation Advisors
California
$727K -$25K -453 -3%
TCB
1229
Texas Capital Bancshares
Texas
$723K -$42.7K -773 -6%
DSN
1230
D. Scott Neal
Kentucky
$723K – – –
HJGA
1231
Hardman Johnston Global Advisors
Connecticut
$718K – – –
AB
1232
AT Bancorp
Iowa
$716K +$102K +1,848 +17%
WKA
1233
Wilson Kemp & Associates
Michigan
$714K -$797K -14,435 -53%
JWA
1234
JFS Wealth Advisors
Pennsylvania
$713K -$39.5K -715 -5%
HAIM
1235
Hunter Associates Investment Management
Pennsylvania
$710K -$67.5K -1,222 -9%
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$709K -$305K -5,527 -30%
CWP
1237
Capital Wealth Planning
Florida
$709K – – –
W
1238
Wealthfront
California
$704K +$261K +4,628 +59%
OCM
1239
Osterweis Capital Management
California
$701K -$29.9K -541 -4%
BIM
1240
Barton Investment Management
Pennsylvania
$697K – – –
CCM
1241
CrestPoint Capital Management
Missouri
$696K -$23.2K -420 -3%
RHJA
1242
Rice Hall James & Associates
California
$696K – – –
NCM
1243
Noesis Capital Mangement
Florida
$696K +$77.2K +1,399 +12%
FFH
1244
Fairfax Financial Holdings
Ontario, Canada
$694K – – –
BBNB
1245
Baker Boyer National Bank
Washington
$693K +$22K +398 +3%
CFMC
1246
Curbstone Financial Management Corp
New Hampshire
$690K – – –
TIC
1247
Trees Investment Counsel
Illinois
$690K – – –
LCM
1248
LVM Capital Management
Michigan
$687K -$28.9K -524 -4%
LK
1249
Lumbard & Kellner
New Hampshire
$684K +$13.3K +241 +2%
WPP
1250
Whalerock Point Partners
Rhode Island
$677K +$73.3K +1,330 +12%
48 49
50
51 52