MRK icon

Merck
MRK

Overview Fund Activity

1,720 hedge funds and large institutions have $121B invested in Merck in 2014 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 669 increasing their positions, 636 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,720
Holders Change
+104
Holders Change %
+6.44%
% of All Funds
45.9%
Holding in Top 10
111
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-24.49%
% of All Funds
2.96%
New
180
Increased
669
Reduced
636
Closed
61
Calls
$808M
Puts
$1.28B
Net Calls
-$470M
Net Calls Change
-$471M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$500M
2
CS
Credit Suisse
Switzerland
+$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$378M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$191M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$838M
2
Jennison Associates
Jennison Associates
New York
-$745M
3
Deutsche Bank
Deutsche Bank
Germany
-$597M
4
Franklin Resources
Franklin Resources
California
-$523M
5
Capital World Investors
Capital World Investors
California
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1226
Alerus Investment Advisors
Minnesota
$794K +$7.59K +140 +1%
NAM
1227
Needelman Asset Management
California
$787K – – –
BP
1228
Ballentine Partners
Massachusetts
$781K -$2.6K -48 -0.3%
Mariner
1229
Mariner
Kansas
$777K +$44.2K +816 +6%
MCM
1230
Marathon Capital Management
Maryland
$770K – – –
DAM
1231
Delta Asset Management
Tennessee
$762K +$33.6K +620 +5%
CIC
1232
Chilton Investment Company
Connecticut
$755K +$256K +4,724 +51%
PIA
1233
Peachtree Investment Advisors
Georgia
$753K -$31.5K -581 -4%
ZIC
1234
ZWJ Investment Counsel
Georgia
$752K +$23.9K +442 +3%
PIM
1235
Partner Investment Management
California
$750K +$556K +10,264 +287%
TIA
1236
Tiemann Investment Advisors
California
$749K – – –
OIA
1237
Optimum Investment Advisors
Illinois
$745K +$349K +12,685 +88%
MSR
1238
Main Street Research
Connecticut
$742K -$4.82K -89 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
1239
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$740K -$6.02M -110,950 -89%
MCM
1240
Mork Capital Management
California
$733K +$733K +13,519 New
EA
1241
Elm Advisors
California
$732K -$16.1K -298 -2%
MIS
1242
Morningstar Investment Services
Illinois
$731K +$20.2K +372 +3%
ASN
1243
Advisory Services Network
Georgia
$730K -$51.4K -860 -7%
DBT
1244
Dubuque Bank & Trust
Iowa
$729K +$113K +2,090 +18%
FIM
1245
Fruth Investment Management
Texas
$727K -$2.87K -53 -0.4%
CAG
1246
Crestwood Advisors Group
Massachusetts
$725K -$28.9K -534 -4%
SAM
1247
Symphony Asset Management
California
$725K -$28.3K -522 -4%
CPO
1248
Cerity Partners OCIO
New York
$725K +$36.7K +678 +5%
JFGIW
1249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$725K +$40.8K +752 +6%
MSFP
1250
Mark Sheptoff Financial Planning
Connecticut
$724K +$267K +4,927 +58%
48 49
50
51 52