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Merck
MRK

Overview Fund Activity

1,739 hedge funds and large institutions have $107B invested in Merck in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 753 increasing their positions, 672 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-12
Holders Change %
-0.69%
% of All Funds
46.41%
Holding in Top 10
105
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.96%
% of All Funds
2.8%
New
96
Increased
753
Reduced
672
Closed
83
Calls
$693M
Puts
$769M
Net Calls
-$76.2M
Net Calls Change
-$112M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$316M
2
LSV Asset Management
LSV Asset Management
Illinois
+$259M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
4
Capital World Investors
Capital World Investors
California
+$183M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$167M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$199M
2
IG
ING Group
Netherlands
-$177M
3
State Street
State Street
Massachusetts
-$173M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$168M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1226
Hourglass Capital
Texas
$797K -$2.29M -45,357 -74%
QCG
1227
Quadrant Capital Group
Ohio
$796K -$897 -18 -0.1%
BC
1228
Birchview Capital
Vermont
$794K – – –
LMIM
1229
Lockheed Martin Investment Management
Maryland
$794K +$794K +15,720 New
BP
1230
Ballentine Partners
Massachusetts
$787K +$41.5K +822 +6%
WCBA
1231
Weaver C. Barksdale & Associates
Tennessee
$784K -$5.61K -111 -0.7%
DW
1232
Domani Wealth
Pennsylvania
$784K +$186K +3,664 +31%
CAL
1233
Capital Analysts LLC
Pennsylvania
$779K -$132K -2,605 -14%
TPWA
1234
TRUE Private Wealth Advisors
Oregon
$775K +$394K +7,807 +104%
OCG
1235
Opus Capital Group
Ohio
$773K +$5.61K +111 +0.7%
BC
1236
Burney Company
Virginia
$767K -$124K -2,446 -14%
AP
1237
AHL Partners
United Kingdom
$761K -$2.06M -40,817 -73%
TCM
1238
Telos Capital Management
California
$759K -$36.8K -729 -5%
PCIG
1239
Partners Capital Investment Group
Massachusetts
$758K – – –
PFO
1240
Pathstone Family Office
New Jersey
$755K +$755K +14,955 New
FAM
1241
Fred Alger Management
New York
$754K – – –
CFA
1242
Carroll Financial Associates
North Carolina
$752K +$99.4K +1,970 +15%
BAAM
1243
Baker Avenue Asset Management
California
$752K +$131K +2,587 +21%
LA
1244
LVW Advisors
New York
$745K -$45.8K -908 -6%
DWM
1245
Dorchester Wealth Management
Quebec, Canada
$745K -$26.4K -524 -3%
FCM
1246
Forester Capital Management
Illinois
$738K -$28.7K -524 -4%
SKK
1247
Shepherd Kaplan Krochuk
Massachusetts
$736K +$516K +10,217 +234%
ADBIC
1248
A.D. Beadell Investment Counsel
Wisconsin
$734K +$86.4K +1,713 +13%
NAM
1249
Needelman Asset Management
California
$729K – – –
RCA
1250
Rowland Carmichael Advisors
Arizona
$724K +$724K +14,332 New
48 49
50
51 52