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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 %
QCG
1226
Quadrant Capital Group
Ohio
$815K +$815K +15,114 New
SPC
1227
Stewart & Patten Company
California
$809K -$89.2K -1,644 -10%
KCMRT
1228
Kemper Corp Master Retirement Trust
Illinois
$808K – – –
BP
1229
Ballentine Partners
Massachusetts
$801K +$41K +754 +5%
HC
1230
Hourglass Capital
Texas
$800K – – –
FDS
1231
First Dallas Securities
Texas
$799K -$17K -313 -2%
FI
1232
FCM Investments
Texas
$797K -$2.83K -52 -0.4%
PAG
1233
Pinnacle Advisory Group
Maryland
$794K -$257K -3,757 -24%
LCOV
1234
London Company of Virginia
Virginia
$793K +$793K +14,599 New
MCM
1235
Marathon Capital Management
Maryland
$791K -$12.1K -223 -2%
NAM
1236
Needelman Asset Management
California
$787K – – –
TRIM
1237
Thompson Rubinstein Investment Management
Oregon
$773K -$32.7K -602 -4%
PSI
1238
Pinnacle Summer Investments
Virginia
$769K -$1.02M -18,757 -57%
BDF
1239
Balasa Dinverno & Foltz
$767K -$104K -1,910 -12%
BC
1240
Burney Company
Virginia
$764K -$14.7K -270 -2%
MSU
1241
Mizuho Securities USA
New York
$760K -$4.21M -77,638 -85%
ST
1242
Semper Trust
Pennsylvania
$758K -$108K -1,986 -12%
RWA
1243
Ropes Wealth Advisors
Massachusetts
$749K +$32.7K +602 +5%
IT
1244
Independence Trust
Tennessee
$747K -$106K -1,960 -12%
TFF
1245
The Family Firm
Maryland
$739K +$147K +2,713 +25%
PIA
1246
Peachtree Investment Advisors
Georgia
$730K -$4.94K -91 -0.7%
NIMI
1247
Natixis Investment Managers International
France
$729K -$44.9K -827 -6%
SWK
1248
Stephen W. Kidder
$727K – – –
GWM
1249
Gupta Wealth Management
California
$724K +$157K +2,894 +28%
GIA
1250
GHP Investment Advisors
Colorado
$720K +$249K +4,546 +53%
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50
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